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EJ Elena Shin

EJ Elena Shin

Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Markets have been turbulent since April, with 13F filings showing a shift from pricey big tech into healthcare, construction, and rate-sensitive sectors. Howard Marks warns equities are overvalued—urging rebalancing, patience, and defensive positioning.

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Executive Summary The global capital markets stand at an inflection point. Three disruptive forces—tariff realignments, AI-driven productivity, and the democratization of retirement capital through alternative assets—are colliding to reshape investment paradigms. President Trump’s August 2025 executive order allowing 401(k) retirement plans to invest directly in crypto,

I've Been Thinking…On the Future of Capitalism - AI, Digital Currency, Geopolitics & Impact

I've Been Thinking…On the Future of Capitalism - AI, Digital Currency, Geopolitics & Impact

Executive Summary Since the pandemic, the architecture of capitalism has begun to shift in tangible ways. This isn’t collapse or revolution — it’s evolution. The scaffolding of the last 40 years is quietly being dismantled and rebuilt. Three forces are driving the redesign: * AI is rewriting the physics of

From Decarbonization to Value Creation: Embedding Sustainability in the Global Energy Transition

From Decarbonization to Value Creation: Embedding Sustainability in the Global Energy Transition

Executive Summary The global energy transition represents a $4.5 trillion annual investment opportunity by 2030¹, with renewable energy markets reaching $2.15 trillion by 2025² and the Power Purchase Agreement market growing at 31.7% annually³. This transformation has evolved beyond environmental compliance to become a fundamental driver of

Essay Collection: Recordings from Seoul. (Summer 2025).

Essay Collection: Recordings from Seoul. (Summer 2025).

Hi everyone — it’s here. I’m grateful to share Recordings from Seoul — a new collection of essays written during a recent return to South Korea. What began as reflective notes on memory evolved into something more layered: a written homecoming across time, identity, and legacy. I’m EJ Elena

AI Foundational Series - Part 2] Machine Learning vs. Deep Learning vs. AGI

AI Foundational Series - Part 2] Machine Learning vs. Deep Learning vs. AGI

Understanding How AI Learns—And What It Means for Humanity