• SIGN IN
  • SIGN IN

    ECONOMY

    An Epidemic of Fear

    It’s not the coronavirus but our fear-driven response to it which will have devastating long-term consequences.


    MACRO

    Coronavirus Update

    Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?


    MACRO

    The Coronavirus Trade

    The novel coronavirus will weigh disproportionately on Thailand’s economy.


    MACRO

    Coronavirus Update

    What we know about the coronavirus will inflect positively and support a continuation of the risk rally.


    ECONOMY

    The Great Lockdown

    The cumulative loss to global GDP from the pandemic could be around $9 trillion.


    ECONOMY

    America’s Reopening

    A tiny number of counties account for most of US GDP and the large number of Covid-19 cases.


    MACRO

    The Rip-Roaring Twenties

    The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.

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