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...
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Slow and Steady Wins the Race
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WEEK ENDING 2/23/2024 • Fed speakers lay out slow-and-steady rate policy. • Market reprices 2024 rate cuts. • Where is the new terminal or neutral rate for fed funds?
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The Market Breaks Hearts
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WEEK ENDING 2/16/2024 Inflation does not move in a straight line. There is still a lot of cash sloshing around the system. Congress takes two-week vacation with foreign aid on their desks and...
Penalty Kicks and Fixed Income
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“Don't fight the Fed” — it’s an adage for a reason, and it’s one we believe in. Why? Because history has mostly demonstrated the Federal Reserve, with its monetary policy tools, is overwhelmingly...
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Dive Into Markets Adjusting and Repricing
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WEEK ENDING 2/9/2024 Fed still set on cutting rates this year despite strong economy and slowing inflation. Investment Grade Corporate Bond Market repricing to new rate cuts scenario. Banks expect...
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"Shake it Off"
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WEEK ENDING 2/2/2024 Fed takes March easing off the table, and the market buries it. Friday’s jobs report does not reflect a slowing economy. Republicans and their pundits could be picking on the...