Challenge your beliefs.
Expand your knowledge.
Invest wisely.


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

Trusted by the world’s top investors.

10

of the top hedge funds globally (by AUM)

379

members worldwide

21

community events
(dinners and salons per year)

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 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, build valuable connections, and invest wisely.

Access unique insights, build valuable connections, and invest wisely.

Current Issue


HISTORY

Revisiting the Nifty Fifty

“The Nifty Fifty were taken out and shot one by one.”

BONDS

Time to buy bonds

We wouldn’t be surprised to see the 10-year yield range-bound between 1.5 percent and 3.5 percent for the rest of the decade.


POLICY

Lessons from 1994

Fed chief Jerome Powell is emulating Alan Greenspan’s activist monetary policy approach from 1994. This holds lessons for all of us.

SLACK

Community Wisdom: Long Opposites, Short Harvests, Long Beatings, Short Aging, and Short Reason

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

Third bull phase begins

The future is not always a reflection of the present. We believe the bull market has entered its third and perhaps final stage.