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.


of the top 50 hedge funds globally (by AUM)


members worldwide


community events
(dinners and salons per year)

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 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.


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.


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


Let there be peace

Contrary to popular belief, the Middle East has the least amount of geopolitical risk. Oil prices will keep defying bullish expectations.


China EVs: the undoing of oil

We believe oil is starting to price in a negative demand shock from global EV adoption. The structural shift in energy markets has begun.


Greenwich Dinner Notes: Long Skynet, Short Liars, and Short Anomalies

Bringing together the most interesting people in the most interesting locations for the most interesting ideas.


The Year of Contrarian Thinking

What happened to the assured recession which most models, surveys, and leading indicators have been pointing to?


Praising Europe’s climate wisdom

Europe hasn’t traded-in its green credibility for energy security. Instead, Russia’s war is accelerating the race to zero emissions.