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.

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 summon 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, attend exclusive events, expand your network, and invest wisely.

Access unique insights, attend exclusive events, expand your network, and invest wisely.

Recent Articles


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China After Covid

While China weathered the Covid crisis better than anyone, the new year presents its own challenges. The way ahead will be more difficult, less predictable, and highly contingent on complex policy choices.


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.


American Comeback

While the world balks at America’s failed response to a pandemic, their economic management may yet prove to be superior.


The Great Rotation: A hundred-year perspective

The rotation from value to growth over the past decade is the start of a secular trend that will persist over many decades.