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


Inner Game with Steven Cohen

Steven Cohen, CEO of Point 72 Asset Management, offered Stray Reflections members an exclusive glimpse at how he approaches his craft.


Community Wisdom: Long Awareness, Long Boy Plunger, Short Emotions, Long Black Swans, Short Vacations

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.


The Anguish of Central Banking

The Fed did not abort the Great Inflation because it was caught up in the philosophical and political currents that were transforming American life and culture.