The MercadoLibre Paradox
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Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity?
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Insights Blog
News, insights and thought leadership from the City Different team.
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
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We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
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Are Treasuries Still Safe?
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Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a...
The MercadoLibre Paradox
![]()
Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity?
.png)
What Investing Can Teach Us About March Madness
![]()
We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
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How Boutique Fixed Income Looks Different
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Fixed income is one of those corners of investing where process matters a lot more than people realize. On the surface, many strategies appear similar. Same benchmarks. Same sectors. Same language...
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Are Treasuries Still Safe?
![]()
Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a...
.png)
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Wall Street vs. Main Street: Private Markets Recap
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After a few years of rate shocks, inflation whiplash, and underwriting gymnastics, 2025 felt like a year where dealmakers could finally take a full breath… and then immediately remember there’s still...
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The Morning Jerry Investor
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One of my favorite Seinfeld standup routines compared “Morning Jerry” or “Nighttime Jerry.” Well-rested Morning Jerry was rational and responsible; he made decisions that benefitted himself in the...
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Ladder Strategy Supremacy (by the numbers)
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Most fixed income conversations spend a lot of time on what to own (e.g. credit quality, duration, sector exposure) and not nearly enough time on how the portfolio is put together. But structure...
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IHS Towers: A Comeback Story for 2026
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Shares of London-based IHS Towers crashed during the post-COVID turmoil of 2022-2024. But could they rise again? Cell towers are a critical element of communications infrastructure, enabling the flow...
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