Today I’m sending you a complimentary report from one of the most original and deep-thinking analysts I’ve come across in years—Mr. Jawad Mian.

Jawad is the editor of Stray Reflections, a unique, actionable—and I would add, brilliant—global macro advisory letter. I’m proud to say Jawad is also the newest member of the Mauldin Economics team.

I’m giving you complimentary access to 2 months of his work because I want you to judge Jawad’s research for yourself and if time allows, send us a note with your impressions.

You can read April’s Stray Reflections in PDF by clicking here. I’ll also send you the May issue later this week. In fairness to Jawad’s paying subscribers, we’ve removed the 50+ position long/short portfolio from this preview.

To celebrate Jawad bringing Stray Reflections to Mauldin Economics, he and I have coauthored a Thoughts from the Frontline. If you haven’t read it yet, you can do so here. I study the global markets through the lens of a long-term trend seeker, while Jawad, a trade maker, must search for actionable ideas for investors. While our roles are different, our viewpoints are complementary. As expected, it was a lively and insightful exchange.

As you’ll see in Stray Reflections, Jawad’s thinking is equally informed by market action, history, philosophy, psychology, and demographics. Most of us have a hard enough time being an expert in one discipline. Jawad is a true polymath.

Please take a few moments to read the attached report from Jawad with my compliments, and be on the lookout for another later this week. Again, you can click here to read the April issue of Stray Reflections.

John Mauldin
Chairman