Value Investor Insight Article "In Transition"
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News, insights and thought leadership from the City Different team.
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There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
WEEK ENDING 10/28/2022 Highlights of the week: The Federal Reserve prepares for a possible 75 bps rate hike this Wednesday. The second biggest event is the nonfarm payroll report this Friday....
WEEK ENDING 10/21/2022 Highlights of the week: Possible volatility and insufferable campaign ads mark run-up to midterm elections. “Alas, poor United Kingdom! We knew it well.” Is a story in The Wall...
The financial industry is inherently a data-driven industry. Data streams in via indicators and indices, and traditional financial data flows out as income statements and balance sheets. However,...
WEEK ENDING 10/14/2022 Highlights of the week: CPI well ahead of consensus and sticky inflation guarantee a November rate hike, with another potential hike in December. Probability of recession in...
WEEK ENDING 10/07/2022 Highlights of the week: Hurricane Ian beat up Florida. On the whole, state and local governments are coming into the economic slowdown with solid finances. The Federal Reserve...
Investment Holding Profile: FTI Consulting (FCN) It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you...
WEEK ENDING 9/30/2022 Highlights of the week: The quest for a new terminal rate Global economic uncertainty led by the UK Quick review of the Municipal Market rate changes