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Jawad Mian

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1 Dec, 5 tweets, 2 min read

The latest Stray Reflections issue is out.

This month, by pushing through confusion and complexity, we emerge with a clear mind and a far more complete and comprehensive understanding about the nature of latest market moves.

First, we show how a market can, and typically does, cease being a bull market long before the index starts to fall.

Is time to get ready?
stray-reflections.com/article/215/Th…

Second, we explore the most perplexing question.

Why is the 10-year Treasury yielding only 1.5 percent in a time of rapidly accelerating inflation?

There’s a solid reason.
stray-reflections.com/article/216/Ex…

Third, we explain why when it comes to inflation nobody is thinking clearly, no matter what they pretend.

Those who appear certain of themselves are trying to suppress their inner doubts.

stray-reflections.com/article/213/Th…

And lastly, there’s a story about me. 🤓

stray-reflections.com/article/214/Du…

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Jawad Mian

@jsmian

25 Nov

If we overcome our culture of complaint and get in touch with gratitude, it will change the way we see everything.

Happy Thanksgiving! Read on🧵

1) One finds cultures founded on guilt (typically in the Judeo-Christian world), cultures founded on submission (Islam), and cultures founded on shame (typicallyin Asia).

2) There exists another culture, one without borders that encompasses all.

Taking people’s stoicism captive, it seeps through everyday life and breeds disdain.

Such is our culture of complaint.

Read 19 tweets

Jawad Mian

@jsmian

24 Nov

1) Among the quick, incisive thrusts of practical wisdom from Peter Drucker is this: “The best way to predict your future is to create it.”

But before we can create, we must get to know ourselves. 🧵

2) Drucker points out that success in the knowledge economy comes to those who know their strengths, their values, and how they best perform.

Only then, armed with such self-knowledge, can we decide where we belong and what our contribution should be.

3) “It's amazing how few people know what they are good at,” Drucker says.

We’re much better at knowing what we’re not good at.

So, he suggests constantly giving yourself feedback on how you’re doing.

Read 21 tweets

Jawad Mian

@jsmian

17 Nov

1) Of all the early warning signs that can help prevent investment disasters, one stands out.

COMFORT.

2) It’s our natural tendency to seek comfort; but in investing, when we tend to get comfortable in our views, feel our portfolio is safe, experience tells us something bad is about to happen.

3) Our comfort zone is a state of mental security where our uncertainty and sense of vulnerability are minimized.

Where we feel we have some control.

Read 13 tweets

Jawad Mian

@jsmian

9 Sep

@DailyDadEmail

1) Man, I didn't know this story about Muhammad Ali, what a lesson:

Taken entirely from @DailyDadEmail.

2) You might not think of Muhammad Ali as someone who needed anyone to believe in him, but that’s because you only saw him later in life.

3) You saw the cocky boxer, the brilliant self-promoter, the master of his craft, the fearless warrior.

Read 17 tweets

Jawad Mian

@jsmian

28 Aug

1) Every decade, there is a theme that captures the zeitgeist and turns into an investment mania.

2) It was gold in the 1970s, Japan in the 1980s, Nasdaq in the 1990s, China and commodities in the 2000s, and software in the 2010s.

3) Now that climate change has become a political and economic priority, I believe the global race to zero emissions is the investment zeitgeist for this decade.

Read 4 tweets

Jawad Mian

@jsmian

7 Aug

Fifteen years ago, I blew my first shot at joining the buy side.

It was the first time I learned about humility. 🧵

1) I was in the final round for an analyst position with CIBC Asset Management in Toronto.

After a candid back and forth, the interviewer posed his final question:

“What’s the most important trait for a successful investing career?”

2) An image of my father flashed into my mind.

“Hard work and discipline,” I replied.

Read 24 tweets

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