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 50 hedge funds globally (by AUM)

369

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 in-person gatherings are 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.

Recent Articles

STOCKS

Another tech bull run

Sequencing matters when a boom turns into a bust. As we enter the capital discipline stage, many beaten-down tech stocks can double.


CHINA

Going all-in on China

What are genuine signs of reopening and what is noise? Don’t focus on the economy, the covid outbreak, or the protests; listen to the market.


ECONOMY

Inflation-schmation

How did we come to believe the Fed has to plunge us into recession to kill inflation?


EVENT

The Most Interesting Dinner in The World

We traveled to Singapore in advance of China’s 20th Party Congress in order to get the perspectives of our Asian community.


POLICY

Why fight the Fed?

A common assertion is that markets won’t bottom out until we see clear signs of a dovish central bank pivot. We disagree with this.