Stray Reflections

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Break the manacles of conventional thinking.

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.

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CURRENT ISSUE

MARKETS

Woulda, coulda, shoulda

To invest, it seems, is to accumulate at least some regrets.

STOCKS

The Bear Case: The People vs Stocks

Investors should be on guard for a more volatile and disruptive phase ahead.

POLITICS

Woe to the Arabs

The Middle East is undergoing a major transformation, but it is possible to know exactly what will happen in the future. The Abrahamic religions display certain convergences within the field of eschatology.

LIFE

Striking Thoughts

“To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”

SALON

Global Macro Salon

Could we be in for an inflationary boom, with pension funds chasing assets, with governments around the world searching for ways to put money in the hands of the people, and shall it be on the backs of a declining dollar with the end of American Exceptionalism?

BONDS

Crossing the Chasm

Pandemics have a way of shifting the course of history, and not always in a manner immediately evident. We’ve crossed some chasm by directly giving money to people.

CURRENCIES

The End of Euroscepticism

The EU pandemic recovery fund is a landmark deal that could revitalize Europe’s economic prospects and lead to a stronger euro over a multi-year time frame.