• SIGN IN
  • SIGN IN

    MACRO

    Macro Case for Stocks

    The low level of nominal bond yields provides an important offset to the richness of earnings multiples.


    STOCKS

    Are Internet Valuations Inflated?

    The total enterprise value of the internet enabled economy will grow by 10x to $62 trillion by 2045 from $6 trillion today.


    STOCKS

    The Investment Zeitgeist

    The software sector is dangerously on the cusp of a precipitous fall.


    STOCKS

    Behind the FANGs

    Every component of FANG is stronger because of the coronavirus pandemic.


    STOCKS

    Inglorious Markets

    As you start to walk on the way, said Rumi, the way appears. Since we are laying considerable weight on the prospect of a new bull market, let us define what we mean by it.


    STOCKS

    Young Bulls, Old Bears

    "The best players in this kind of market have not passed their twenty-ninth birthdays. This is a Kids’ market."


    STOCKS

    Death by Fintech

    We believe Square, Shopify, and PayPal will collectively be worth more than the ten largest US banks combined.


    STOCKS

    The Great Rotation: A hundred-year perspective

    The rotation from value to growth over the past decade is the start of a secular trend that will persist over many decades.

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