Jawad Mian
@jsmian
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Thinking partner to leading investors. Founder of Stray Reflections. Author of https://t.co/887y4ZidE6.
Toronto
Joined April 2013
Research confirms humans are wired to focus more on the negative than the positive. We have a built-in negativity bias. Our psychology is skewed to dwell on losing trades more than the winners. But can you stop and picture yourself consciously reflecting on what’s working? That
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When I read “The Power of Full Engagement” by Jim Loehr and Tony Schwartz, something fundamental actually changed. It helped me stop organizing my life around time and organizing it around energy instead. I’m not a machine, and you’re not a machine. You’re a living system that
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“I’ve got two things to share,” said a Stray Reflections member at our Los Angeles dinner. “First, it’s the rate of change that matters. If inflation is high but slowing month by month, that’s positive. If the economy is contracting but the decline is less severe, that’s also
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Overconfidence has burned more investors than humility ever could. At a Stray Reflections dinner in Miami, a member from a multi-manager fund told us about shorting the South African rand after the Wuhan outbreak. He was up $200 million in March 2020. When the currency
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Only 3 in 10 Veterans know about 0% down home loans. Join our mission to help veterans find their way home.
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Markets are hard to navigate alone, but a lot of new and experienced investors still try. It usually leads to stress. At Stray Reflections, our global community of portfolio managers, CIOs and investors, we gather over dinner and share hard-won lessons, candid insights, and real
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Remember when you fell in love with investment, and now you wonder where those days went? The pressure crept in. The stakes got higher. There’s less wonder and more worry. Well, I run a mindful investment community that carves a path to bringing that joy back. And it’s not
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Every dream worth chasing has its gatekeepers: resistance, delay, disappointment. How badly do I want this? In the early days when a good friend was getting married in Beirut, I didn’t have the money. It was embarrassing. And how would I pay for the hospital a few months later
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When you were losing money on a position, were you aware that this is still only a game, that the position doesn’t know you own it, and that every day is a new day? Or were you simply identifying with the losing position? This is about watching yourself. I don’t know another way
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Want to see my investment philosophy? Well, here it is: https://t.co/6CQfmUJHWi If after reading that you’re interested in getting: 🧔🏻 direct access to me as your thinking partner; 📊 weekly market insights that aren’t recycled headlines or generic updates 💬 a vibrant
stray-reflections.com
What makes us unable to invest with pure awareness is our warped relationship with time.
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I was going to command the stage at the Sohn investment conference one day, holding the attention of the most eminent financial minds. But neither that dream nor my private ambition to run a hedge fund came together. So which way did my future go? Well, my dreams changed shape,
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I could tell you that selling is love, but that’s skipping too far ahead. I shied away from selling even though I believed in my work. But when I got away from seeing it as a simple exchange of value for money, and I could hold up a mirror to the people on the other side of the
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Some words from Lao Tzu have stayed with me for years, and I came to see their meaning as separating great investors from good ones: “Watch your thoughts, they become your words. Watch your words, they become your actions. Watch your actions, they become your habits. Watch
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A brief note from me to explain that unauthorized activity starting last weekend locked me out of my account and subjected you to dozens of reposts and a couple of tweets that weren’t mine. But access has been fully restored and everything’s back on track. JM
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Here’s a hill I’m willing to die on: if you’re an investor, you shouldn’t be going it alone. I know your pain points because that was me. When we’re involved directly in traded markets, isolation is a really common feeling as we bite our nails silently in front of a computer
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Will it breakout today ? I think its quite a possibility. I am still optimistic in my position DYOR
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I understand it’s hard to take someone seriously when they tell you to follow your bliss, but these are some foundational words from Joseph Campbell I’ll remember reading for the rest of my life. “We must be willing to get rid of the life we’ve planned, so as to have the life
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The investment community I started brings in philosophy and self-examination along with the idea that we really weren’t meant to do this investment thing alone. Many of us are parents, and the work we do to be more mindful investors bleeds into our non-professional lives as
stray-reflections.com
When it comes to parenting, as in professional life, nobody sets out to fail. Why then do some fathers succeed while others do not?
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It’s fun to be right when no one else is. But when I’m integrating contrarianism into my macro analysis, it isn’t about rejecting the crowd outright. Most of the time, the crowd is right. But emotional contagion leads to extremes, and it’s at these extremes that the value of
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The first spot $XRP ETF is already live! $XRPR, the REX-Osprey™ XRP ETF — delivers spot XRP exposure by holding ~60% $XRP and ~40% physically backed non-U.S. XRP ETPs. Real spot exposure in an ETF structure. Review the prospectus and see the fund’s complete holdings here:
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Would you get defensive if I suggested you integrate nonviolence? 📘 I interviewed Danny Cohen here ( https://t.co/5QmLZdYBAa), but if you’re not a member and would enjoy exploring similar ideas, jump into the Stray Reflections book for free: https://t.co/bGKxn5q0fi
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