Better Sharpe Ratio is a plumbing problem
Why investment returns are ultimately governed less by the quality of the trades an investor finds, and more by the number of times they can afford to place one.
By Jan SzilagyiApril 29, 2026
Blog
Stay updated with the latest insights and analysis from our team
The Copilot Paradox: Rethinking AI Decision-Making in Finance
The best AI for investment research surfaces what matters, explains why it’s most relevant, and leaves the final call to the user. In finance especially, trust comes from extending human judgement, without taking over the decision.
By RJ AssalyApril 14, 2026
The Model Upgrade Problem
Model deprecation from LLM providers isn’t a one-off disruption. It’s a recurring tax on teams building real systems with AI. As an AI platform for institutional investors navigating complex markets, we integrate language models into a broader system - constantly re-validating workflows as those models evolve.
By RJ AssalyMarch 19, 2026
Your AI remembers everything, but learns nothing.
Your AI remembers everything. It learns nothing. Every correction a user makes is a signal. Most systems throw it away. At Reflexivity we believe the second conversation should be better than the first. I wrote about why it usually isn't, and what it takes to change that.
By RJ AssalyMarch 11, 2026
The Question Graveyard
The bottleneck in finance isn't data - it's the translation layer between a good question and a structured, testable analysis. Our CPO RJ Assaly digs into why so many smart questions go unanswered, and what changes when you collapse the distance between the two.
By RJ AssalyMarch 3, 2026
How do you make AI predictable without making it dumb?
Most of the AI conversation is about intelligence. We’re focused on reliability. In financial markets, a wrong number isn’t a minor miss - it’s a broken product. That’s why we evaluate execution paths, design for transparent limitations, and measure “strike scores” across every dimension of a run.
By RJ AssalyFebruary 26, 2026
Chat Is Not the Product
Our CPO RJ Assaly shares a principle that has shaped how we build at Reflexivity: Natural language is an on-ramp - not the destination.
By RJ AssalyFebruary 18, 2026
MCP: From Protocol to Product
MCP is the plumbing. The product is what you do with it. Whether you're exploring MCP or building with it already, this piece helps you understand what truly makes an AI system feel “magical” to users.
By RJ AssalyDecember 9, 2025
