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.
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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?
We believe Square, Shopify, and PayPal will collectively be worth more than the ten largest US banks combined.
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.
American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
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.
Bricks and mortar retailers that were hurtling towards bankruptcy have seen their destinies changed forever. In a post-pandemic world, monopoly-like dynamics will emerge in the sector.
“Alibaba Group is one of the cheapest companies in the world today.”
The virus has pulled millions of people back into the homebuying market to look for a home for their families and remote work needs. With inadequate supply, a new construction boom is unfolding.
To invest, it seems, is to accumulate at least some regrets.
Investors should be on guard for a more volatile and disruptive phase ahead.