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STRAY REFLECTIONS

Our flagship monthly publication provides unbiased insight into the key macro forces that are shaping the global investment landscape. You’ll advance your thinking in a distinctive way.

TMIDITW

Get access to the best ideas from our community of hedge fund CIOs and global asset managers with notes from our exclusive “The Most Interesting Dinner in the World” series.

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STOCKS

Inglorious Markets

No one believes that stocks may have just entered a new bull market.

TMIDITW

The Most Interesting Dinner In The World: Global Commodities Focus

We gathered our community of commodity experts for a focused discussion.

MACRO

Burn Baby Burn, Climate Inferno

The road to hell is paved with good intentions.

COMMODITIES

Reap What You Sow

The first sign of a bull market in grains would be for acres to become unviable and not get planted—and that hasn’t happened.

COMMMODITIES

Space Economy

The launch heralds the beginning of profit-driven human space exploration and a new space race.