Practical Contrarian Blog
Our feedback on current trends, predictions for the future and other insights that empower investors around the world.
The Rise of Dubai Hedge Funds: Why This Transformation is Happening Now?
The world is a very interesting place ranging from the most beautiful beaches to destinations with iconic architecture like Dubai that are not only known for extreme opulence and luxury but also more recently chocolate – a trend nobody could have ever imagined. At the...
Why Are Family Offices Investing in AI/Tech Companies? A Quick Breakdown
Going back in time when certain pioneers like the Rothschilds, Henry Ford, J.P. Morgan, Rockefeller and others transformed the world in many ways while also paving the way for opportunities in the future not only from an investment perspective, but also when it comes...
Hedge Fund Diversification: What Should We Expect in 2026?
The world is full of unknowns and the past few years have been a wild ride for hedge funds, family offices and a variety of other financial institutions, yet what is the driving force? This blog post touches on that. First and foremost, the best strategies for hedge...
Is Gold in a Bubble? Our Thoughts and Predictions for the Future
The financial markets can at times be characterized by the presence of animal spirits and the recent parabolic price move in gold fits this order with speculators and hedgers in the commodities markets being the purest representation of the last frontier of American...
Is Your Hedge Fund Bleeding Capital? Time to Flip Things Upside Down
Whether you are a sovereign wealth fund managing trillions or a family office/hedge fund with billions in assets under management, navigating market extremes is a necessity for effectively managing risk and identifying the most favorable risk-adjusted opportunities in...
Navigating the S&P 500: How We’re Making Moves, Predicting the Future
As disciplined investors having been active in the financial markets for more than two decades, we recognize the overwhelming necessity for institutional investors to be allocating capital underpinned by rule-based strategies for effectively managing risk, and this...
What Makes a Hedge Fund Magical/Successful? Our Thoughts
After many years of guiding hedge funds and analyzing the markets for decades, it’s interesting to see how certain teams accelerate and reach the moon while others just don’t get there, and this post briefly touches on our experience over the years. First and...
Investing in Artificial Intelligence vs Quantum Computing: Hedge Funds, PE Firms in 2026
Everyone has been riding the AI wave for the past few years and sometimes when you’re too immersed in the water with the waves crashing in your face you don’t have the clarity to see what’s around the next turn, yet we do, and quantum computing is really where it’s...
The Rise of Investment Firms in India: How Mumbai Became an Epicenter
Institutional investors from all backgrounds including family offices, hedge funds, private equity firms and sovereign wealth funds need to take a step back and think about how the optics of locations are changing along with how that will subsequently affect a wide...
What Defines Someone as Ultra High Net Worth or Ultra Wealthy? Let’s Explore
There’s a big difference between operating in the real world guiding companies/entrepreneurs that are making moves each day versus asking questions in Google/ChatGPT for surface-level results, and this blog touches on what actually defines someone or their family as...