• SIGN IN
  • SIGN IN

    MARKETS

    What’s right with the market?

    We are still early in this carnival of wild speculation.


    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.


    STOCKS

    The Bear Case: The People vs Stocks

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


    MACRO

    On a Long Enough Timeline, History Repeats

    American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.


    TECH

    Future Nostalgia

    Even after 50 years, the ICT revolution is far from complete. As we look ahead, a green socially sustainable golden age is technologically possible.


    MACRO

    The pandemic won’t end

    It will take years, rather than months, of a dismaying cycle in which cases subside and surge before we achieve global immunity, even after inoculation.


    SLACK

    Community Wisdom: Long Surfing, Short Dreams, Short Achilles Heel, and Long Dirtbags

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    HISTORY

    Encore: The Corporation

    “One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.”


    POLICY

    The Inflation Curse

    We’re bullish on gold. It is an essential asset to own as a hedge against dollar weakness and a drop in risk assets.


    BONDS

    Exploring the Most Perplexing Question

    A 1.5 percent yield on the 10-year Treasury in a time of rapidly accelerating inflation. Is there anything more perplexing?


    STOCKS

    Is the bull market dying?

    Financial markets are simply adjusting to a new rate hike cycle. That is all there is to it. The bull market will soon enter its third and perhaps final stage.


    STOCKS

    The pandemic endgame

    Everything we observe indicates that the pandemic is nearing its end. This is bullish for the leisure and travel industry.


    STOCKS

    Déjà vu: fundamentals versus fear

    Several key market mysteries will be unraveled in the coming year. The question is, can fundamentals trump fear?


    SALON

    Prospering in Post-pandemic Life


    POLICY

    Lessons from 1994

    Fed chief Jerome Powell is emulating Alan Greenspan’s activist monetary policy approach from 1994. This holds lessons for all of us.


    SLACK

    Community Wisdom: Long Rainforests, Short Booms, Short Artists, Long Devotion

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    POLICY

    Why fight the Fed?

    A common assertion is that markets won’t bottom out until we see clear signs of a dovish central bank pivot. We disagree with this.


    CHINA

    Going all-in on China

    What are genuine signs of reopening and what is noise? Don’t focus on the economy, the covid outbreak, or the protests; listen to the market.


    MACRO

    Eyes wide shut

    With eyes wide shut, most people don’t expect to see what they’re not looking for. We encourage you to open your eyes.


    SLACK

    Community Wisdom: Short Buffett, Short Reason, Long Casinos, and Long Obscurity

    We continue the conversation daily in our members-only Slack group. These are the most helpful insights gained from the community last month.


    CLIMATE

    Praising Europe’s climate wisdom

    Europe hasn’t traded-in its green credibility for energy security. Instead, Russia’s war is accelerating the race to zero emissions.


    EVENT

    Greenwich Dinner Notes: Long Skynet, Short Liars, and Short Anomalies

    Bringing together the most interesting people in the most interesting locations for the most interesting ideas.

    ABOUT EVENTS
    Twitter Linkedin Email
    © 2023 Stray Reflections. All Rights Reserved.
    terms · privacy · help