Not today, thanks.
Some of the world’s top investors read Stray Reflections for clarity, conviction and a sense of calm. Our flagship publication provides unbiased insight into the key macro forces shaping the global investment landscape.
Our salon series summons the best ideas from our community of hedge fund CIOs and global asset managers. Our pre-pandemic dinners and gatherings were intimate and rich. Our online events have their own magic.
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One-on-one calls to get your burning questions answered, game out scenarios, or glean greater understanding of our views. You set the agenda. Think of each call as a chance to reset and rebalance.
MACRO STOCKS FED coronavirus
The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.
ECONOMY dollar
While the world balks at America’s failed response to a pandemic, their economic management may yet prove to be superior.
STOCKS TECH
The rotation from value to growth over the past decade is the start of a secular trend that will last many decades.
LIFE HEALTH
Weakness of breath underpins weakness of mind and body. Strength in breathing carries strength to both. Know that breath must be exercised.
MACRO Politics climate china us inflation
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
STOCKS TECH banks fintech
We believe Square, Shopify, and PayPal will collectively be worth more than the ten largest US banks combined.
STOCKS MOOD SPACS
The boom in day trading, the birth of rolling funds, and the rise of blank check companies all point to one thing: the greed tide is beginning.
MACRO POLITICS economy policy
American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
POLITICS US ELECTION TRUMP
If this year has taught us anything, it is to count on the unexpected. Should we not at least consider how the consensus could be wrong on November 3?
SALON STOCKS
The future has been pulled forward creating a decade’s worth of change in just a few months. We gathered this month to identify opportunities and discuss what comes next.
