Stray Reflections

Stray Reflections is a global macro research and trading advisory with a focus on major investment themes and actionable trade ideas. Our guiding principle is to help investors understand and navigate through all the complexities of a world which many perceive to be in uncharted and dangerous territory.

Erudition drives our process. Fundamental to our investment approach is a core understanding of history, politics, economics, and psychology. We are always seeking more knowledge. We believe an eclectic approach that is based on common sense, strong logic, and objective data, balanced by right-brain intuition and lots of curiosity is what works best.

A core element of Stray Reflections is our discretionary global macro portfolio, which is a true expression of our high-conviction themes. We constantly appraise the evolving economic and financial landscape to pursue investment ideas that leverage secular and thematic opportunities. Our strategy allows us to consider everything— from unique company circumstances to country-specific situations—across every asset category.

Stray Reflections has a diverse global following. Our clients range from individual readers to some of the world’s largest hedge funds, family offices, and institutional investors.

Jawad S. Mian

Jawad Mian is the Founder and Managing Editor of Stray Reflections. He is devoted to the pursuit of truth—in life and markets. As the great poet Muhammad Iqbal wrote in his private journal in 1910, “I wandered in pursuit of my own self; I was the traveler, and I am the destination.”

Over his investing career, Jawad has cultivated the ability to filter out the noise and the nonsense, which is essential to maintaining the presence of mind that allows one to keep sight of the larger picture. Jawad’s writing is prized for its staunch independence, distinct poise, clarity of thought, and courage to push readers outside of the manacles of conventional thinking.

A life-long traveler, Jawad digs deep down into his personal experiences and shares not just insights on the markets and global trends, but excerpts from great literature, the lessons of history as applied to the present, and the eternal wisdom of the great poets, saints, and philosophers. Part of what makes Stray Reflections so unique is the breadth of topics covered outside of financial markets.