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...
Turtle-dovish Fed
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WEEK ENDING 12/15/2023 Holiday markets rally after turtle-dovish message from Fed. Fed hints tightening finished; cuts to come. Dot plot changes significantly. Happy holidays to you, and a fantastic...
Decrease Volatility by Embracing it
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In my last blog post, I talked about how “thinking like an endowment trustee” can provide a real advantage to both financial advisors as well as retail investors when thinking through your investing...
Naughty or Nice
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WEEK ENDING 12/08/2023 Will Chairman Powell bring coal to the holiday party? The market has made the Fed’s job tougher! This week’s Fed meeting and inflation reports may add volatility to the holiday...
A Santa Claus Rally?
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WEEK ENDING 12/01/2023 Chair Powell tries to calm fixed-income markets. 60% probability of a Q1 rate cut. Hostages released during last week's Israeli-Hamas cease-fire.