Value Investor Insight Article "In Transition"
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Insights Blog
News, insights and thought leadership from the City Different team.
What Investors Need to Know About the Most Common Private Equity Fund Structures
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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...
A Looming Uranium Shortage?
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"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...
The Old Normal
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Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for future increases (data dependent). This left us...
The House is on Fire
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WEEK ENDING 9/22/2023 Fed reinforces “higher for longer.” Out with the new normal, in with the old. The House is burning.
It's a Great Time for Muni Bonds
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We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January / February period and the June / July period. These...
Fed Passes on Rate Rise Question
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WEEK ENDING 9/15/2023 A Fed meeting this Wednesday, but all eyes are on 2024. Brent crude prices could make for a scary Halloween. Is the US economy on a path to a soft landing?
We Remember
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WEEK ENDING 9/8/2023 Today is the 22nd anniversary of the Sept. 11 terrorist attacks; here are a few things we are thinking about today: This was the deadliest attack on U.S. soil in our nation’s...