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...
Trick or Treat? Hard or Soft Landing?
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WEEK ENDING 10/27/2023 Market focus shifting away from the Federal Reserve A primer on the tension between monetary and fiscal policies Return of the soft landing v. hard landing debate
Now's the Time for Risk Tolerant Investors
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WEEK ENDING 10/20/2023 Chair Powell says inflation is too high, recommitting to a 2% target. “Slow” Joe Biden has a good week, garnering compliments from the unlikeliest sources. Jim Jordan taps out...
Henry Ford, Labor Strikes, and Investing
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The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal...
Geopolitical Risk Increases
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WEEK ENDING 10/13/2023 Rising geopolitical risk adds another consideration for the Federal Reserve. Supercore inflation is double the Fed's target. Yields rise in long end of the curve; tightens...
Golar LNG Limited: Ready to Set Sail
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“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
Is it Time to Take Risks?
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WEEK ENDING 10/6/2023 McCarthy ousted as inmates take over the asylum. Fixed-income yields continue to move higher; investors leave bond funds for the safety of money market funds. Is this the moment...
Congress Kicks the Can
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WEEK ENDING 9/29/2023 Government shutdown postponed until November 17. Will September PCE give Fed a reason to pause? September Muni yield backup led to underperformance; current yield attractive.