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Markets, wealth and frontier opportunities
SpaceX (SPCX): Wall Street's New Consensus Trade?
At a US$3 trillion valuation, SpaceX (SPCX) has become Wall Street's most-watched listing of the decade — the infrastructure backbone of the space economy, or a great company at an expensive price? The bull case, the bear case, and…
Investment CasesPhysical AI: The Next Great Investment Theme
The Private ClientRe-Thinking Portfolio Construction for Private Clients in the Age of Artificial Intelligence
The Private ClientWho Is Really Working for You? A Private Client's Guide to Selecting a Multi-Family Office
Investment Cases
36 articlesSingle-name, country and commodity theses — the actionable ideas.
SpaceX (SPCX): Wall Street's New Consensus Trade?
At a US$3 trillion valuation, SpaceX (SPCX) has become Wall Street's most-watched listing of the decade — the infrastructure backbone of the space economy, or a great company at an expensive price? The bull case, the bear case, and whether SpaceX becomes the NVIDIA of space.
Physical AI: The Next Great Investment Theme
Vibe Coding: The Next Productivity Revolution and a Transformative Investment Theme
SpaceX IPO and Space: The Final Frontier Investment Theme
The Investment Case For Mozambique Stock Market
Uzbekistan & UZNF: The Investment Case for Central
Kazatomprom: Investing in the Uranium Leader
Namibia: The NAD Petro-Currency Thesis and Cross-Listed
Latin American Equities in a Global Portfolio - What
Markets & Geopolitics
15 articlesMacro, energy, currencies and the geopolitics that move portfolios.
South Africa Overtakes Spain: Citrus Powerhouse Becomes
South Africa has achieved a significant agricultural milestone, overtaking Spain to become the world’s largest citrus exporter by volume.
Oil Market Strategy: WTI & Brent for Investors
The Strait of Hormuz Oil Shock: Portfolio Defense for
Stagflation & Investment Portfolios / What Private
Oil Investing Strategy: Iran Conflict & Energy
Investing in Oil & Energy: US-Iran Conflict
Iran Conflict: Portfolio Construction & Risk
Japanese Yen (JPY) Outlook 2026 - A Tactical Comeback,
Silver Sell-Off: What It Means for Investors
The Private Client
24 articlesPrimers and frameworks — how serious wealth should think and behave.
Re-Thinking Portfolio Construction for Private Clients in the Age of Artificial Intelligence
Artificial Intelligence is emerging as one of the most transformative economic forces since the Industrial Revolution. For private clients, the question is not just how much AI to own, but whether the whole framework of diversification and asset allocation needs to evolve.
Who Is Really Working for You? A Private Client's Guide to Selecting a Multi-Family Office
Index Investing and the Risks of Mega IPOs such as SpaceX and OpenAI
Beyond 60/40: What It Means for Private Clients in a
Investor Psychology: How Private Clients Can Optimize It
How to Work With a Multi-Family Office (MFO)
Alpha, Beta & AI: What Private Clients Must Know
Selecting a Bank and Banking Relationship: A Strategic
Liquidity in Portfolio Construction
Annual Outlooks
11 articlesThe DFO Yearbooks and the Wealth Creation country series.
DFO Yearbook — 2023 Investment Universe
After the ‘Big Bond Reset’ of 2022 and the associated fallout in global financial markets, we could witness a very pleasant and highly rewarding recovery in 2023. All major asset classes achieved positive returns.
Malaysia Wealth Creation 2023
Japan Wealth Creation 2023
Taiwan Wealth Creation 2023
Korea Wealth Creation 2023
DFO Yearbook — 2022
Indonesia Wealth Creation 2022
China Wealth Creation 2022
India Wealth Creation 2022
In the Press
15 articlesDas Family Office on Bloomberg, Citywire and Business Media Georgia.
DFO - VenCap Webinar “Technology Trends in a VC Portfolio”
At Das Family Office, we recognise that technology trends are a key driver of venture capital performance, yet they remain inherently difficult to predict.
