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Some of the world’s top investors read Stray Reflections for clarity, conviction and a sense of calm. Our flagship publication provides unbiased insight into the key macro forces shaping the global investment landscape.

Attend year-round events

Our salon series summons the best ideas from our community of hedge fund CIOs and global asset managers. Our pre-pandemic dinners and gatherings were intimate and rich. Our online events have their own magic.

Enjoy our Slack group

Mix with our tight-knit community in our vibrant members-only Slack group. We talk, exchange, learn, and lean on each other. Test your opinion, take some advice, or just lurk. No trolls; we promise.

AMAs with Jawad

One-on-one calls to get your burning questions answered, game out scenarios, or glean greater understanding of our views. You set the agenda. Think of each call as a chance to reset and rebalance.



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.


Themes for the Next Decade

Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.


What’s everyone getting wrong about the US election?

If this year has taught us anything, it is to count on the unexpected. Should we not at least consider how the consensus could be wrong on November 3?


Consumer & Growth Stocks Salon

The future has been pulled forward creating a decade’s worth of change in just a few months. We gathered this month to identify opportunities and discuss what comes next.