Challenge your beliefs.
Expand your knowledge.
Invest wisely.


Stray Reflections is a community for curious, thoughtful investors who seek truth in markets and in life. Successful investing is only possible with knowledge of oneself.

Trusted by the world’s top investors

Trusted by
Trusted by

Unique Insights.
Exclusive Events.
Global Community.

Here’s what you can expect as a member:

PURE AWARENESS


Access unique insights you won’t find anywhere else


Our job is not to predict the future; it’s to see the present clearly. Gain unbiased insight into the macro forces shaping the investment landscape. Discover investing ideas and advance your thinking in truly novel ways.

SPECIAL ACCESS


Attend year-round events with exclusive guests


Our pre-pandemic gatherings were intimate and rich. Our online events have their own magic. We uncover the best ideas from our community of hedge fund CIOs and portfolio managers across the globe.

COMMUNITY-POWERED


Mix with our tight-knit community in our vibrant Slack group


Surround yourself with peers from around the world you can count on. We talk, exchange, learn, and lean on each other in our members-only Slack group. Test your opinion, take some advice, or just lurk. No trolls; we promise.

CLARITY & WISDOM


Reflect on markets with Jawad one-on-one


Two heads are better than one. Let Jawad be your thinking partner. Air your ideas, play out scenarios, and throw some refreshing water on those burning questions. You set the agenda. Each call is a chance to reset and rebalance.

Your clever new community awaits.


Access unique insights, attend exclusive events, expand your network, and invest wisely.

Access unique insights, attend exclusive events, expand your network, and invest wisely.

Current Issue

SLACK

Community Wisdom: Short Cancer, Long DeFi, Short Bill’s Brain, and Long Idiots

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.

STOCKS

An Ode to Bears

Inflation and interest rates sensitivity for stocks is modest at this point. The balance of valuation support and earnings growth supports higher stock prices.

ECONOMY

The NeverEnding Inflation Story

Everything we see at a micro level points to a more subdued inflation outlook than a durable shift above target in the inflation trend.

STOCKS

Silicon Valley’s Endgame Revisited

What could mark the peak in internet valuations better than when the company whose grandiose mission it is “to increase the GDP of the internet” goes public?

STOCKS

The Greed Itch: Beeplemania

We are only at the beginning of the process of price discovery and unlocking value in wholly new asset categories. An orgiastic future awaits us.