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...
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Call off the Recession Warnings
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WEEK ENDING 7/28/2023 Highlights of the week: Fed hikes rates another 25 basis points putting policy range at 5.25% – 5.50%. Powell still focused on inflation that remains higher than 2% goal....
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Investing in the Nuclear Renaissance
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Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the...
The Summer of Strikes
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WEEK ENDING 7/21/2023 Highlights of the week: A quiet week for the markets awaiting Fed’s July rate decision and the latest inflation read. You cannot make this stuff up! MTG with Hunter Biden nudes,...
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Grippy Mountain Bike Shoes
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Like many people during the pandemic, I decided to pick up a new hobby. With basically everything shut down, and the outdoors being one of the only relatively safe spaces available to us, my quest...
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Inflation on the Run
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WEEK ENDING 7/14/2023 Highlights of the week: Is inflation on the run? Why are consumers more confident? “Thank you for your service.”
Avoiding The Cash Trap
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5.5% seems like a pretty great investment return for cash-equivalent instruments. Given how low the risk is for a CD or money market funds, taking the 5.5% and running seems like a solid bet right...
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More Fireworks
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WEEK ENDING 7/7/2023 Highlights of the week: We celebrated the 4th of July last week, but the real fireworks were on the 6th. Money funds are seeing all the love. Members in the House are fighting...
