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 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...
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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.
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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...
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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?
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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...