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.

Unique Insights.
Exclusive Events.
Global Community.

Here’s what you can expect as a member:


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.


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.


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.


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


Common Prosperity or Common Poverty?

At a time when tremors in China are rippling through world, understanding the content of Xi’s new scripture—Common Prosperity—takes on urgency.


Be empty of worrying

Investors are underestimating the adeptness of the US corporate sector to grow profits despite acute labor shortages and supply-chain stress.


The Pursuit of Profit

Some believe the 2020s could be the decade when workers reclaim the reins of power. The data contradicts this.


Encore: The Corporation

“One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.”


Community Wisdom: Long Red Capitalism, Short Convenience, Long Emissions, and Long Parents

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.