Jawad Mian
@jsmian
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Thinking partner to leading investors. Founder of Stray Reflections. Author of https://t.co/887y4ZhFOy.
Toronto
Joined April 2013
In 1936, Max Steineke was 38 years old and had been made chief geologist of California–Arabian Standard Oil Company (CASOC). He was a Stanford graduate and a petroleum geologist who knew more about Saudi Arabia’s geology than anyone. According to Ali Al-Naimi, Saudi Arabia’s
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Why have bonds held up this year despite tariffs, sticky inflation, and concerns about debt and deficits? Because they already endured a historic crash. The drawdown in Treasuries since 2020 rivals the worst stock collapses in modern history—the 1973–74 bear market, the dot-com
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America needs you! Join U.S. Immigration and Customs Enforcement today.
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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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Enjoy this except from Mark Skousen’s “The Maxims of Wall Street.” “In the early days of the twentieth century, when J.P. Morgan ruled Wall Street, a visitor came to the City. He was a long-time friend of Morgan, a commodity trader from Chicago. He was what might be called a
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According to the well-known investor Ray Dalio, navigating markets well requires us to be more accurate about what is going to happen than whatever is being signalled by the consensus view that is already built into the price. “The worst thing one can do, especially late in a
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Welcome to Cytronic a robot-powered 3PL. No errors. No sick days. Just precision. See how much your business can save on fulfillment costs today.
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There’s something powerful about being in a room where you don’t have to explain yourself. Where your ambitions are understood, your doubts are heard, and your presence is enough. That’s where we try to arrive with our investment community, Stray Reflections. As Tushar Singhvi,
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Freedom. It’s a word on everyone’s lips, yet rarely examined. For some, it means financial freedom—enough money to quiet every worry. For others, it’s time freedom—the chance to escape the grind and finally live at their own pace. Both sound appealing, both bring comfort, but
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The Fed sees US labor demand slowing. In reality, immigration restrictions mean it’s labor supply that is tightening. The American Enterprise Institute projects that net migration in 2025 will range between −525,000 and +115,000, a dramatic drop from recent years. Potential
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There’s something powerful about being in a room where you don’t have to explain yourself. Where your ambitions are understood, your doubts are heard, and your presence is enough. That’s where we try to arrive with our investment community, Stray Reflections. As Tushar Singhvi,
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“Challenges are what make life interesting. Overcoming them is what makes life meaningful.”
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Just two conversations I had that left a deep impression on me covered markets and investing, yes, but also the art of clear thinking and the wisdom to live well. The first is with Shane Parrish, founder of Farnam Street and author of “Clear Thinking.” Shane has spent years
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Contrarianism isn’t about rejecting the crowd outright. Most of the time, the crowd is right. But emotional contagion often leads to extremes, and it’s at these extremes that the value of contrarian thinking becomes clear. Timing matters. As the author of 1954’s The Art of
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The Fed sees US labor demand slowing. In reality, immigration restrictions mean it’s labor supply that is tightening. The American Enterprise Institute projects that net migration in 2025 will range between −525,000 and +115,000, a dramatic drop from recent years. Potential
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When I was procrastinating—again—before my third daughter Maryam was born, it got bad enough that I consulted Google to diagnose my problem. What I discovered from the sources I happened to be presented with that day was that while procrastinating is a vice when it comes to
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MCP is here! You can now give Devin access to your favorite servers via the MCP Marketplace. Think Datadog, Linear, Sentry, Figma, and thousands more. Demos from our team + getting started 👇
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When I was procrastinating—again—before my third daughter Maryam was born, it got bad enough that I consulted Google to diagnose my problem. What I discovered from the sources I happened to be presented with that day was that while procrastinating is a vice when it comes to
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A couple of years ago I wrote then about the uneasy balance between politics and policy, describing how quickly that balance can break. It feels even more urgent now. Fed chair Jerome Powell’s keynote at the Jackson Hole symposium revealed a delicate recalibration of policy: a
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Some books never lose their relevancy, no matter how old. “The Book of Aphorisms,” written in the thirteenth century by Ibn Ata’illah, stands out. A collection of 261 Sufi aphorisms, it guides us through reflections on how to live both outwardly and inwardly. It was the most
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Meet the Chair Blanket – the ultimate outdoor essential that transforms any seat into a cozy retreat. 🌲 Waterproof on one side, plush Sherpa on the other, and packs up into a portable carry pouch! Perfect for fall bonfires, camping, and game days. 🏕️🏈 https://t.co/0f90NPPENk
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Contrarianism isn’t about rejecting the crowd outright. Most of the time, the crowd is right. But emotional contagion often leads to extremes, and it’s at these extremes that the value of contrarian thinking becomes clear. Timing matters. As the author of 1954’s The Art of
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