News, insights and thought leadership from the City Different team.
Jong recently traveled to the UK with his family over Easter. And because he can never stop thinking about investing, below he describes how a trip that started out as a soccer fan’s pilgrimage to...
There’s always a case for owning small and mid-cap U.S. stocks… but right now, it’s hard to ignore just how compelling that case has become. Small and mid-cap U.S. stocks are currently trading at a...
“If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my...
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...
WEEK ENDING 9/22/2023 Fed reinforces “higher for longer.” Out with the new normal, in with the old. The House is burning.
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...
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?
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...
