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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Mutual Fund Outflows
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Separately Managed Accounts (SMAs) have grown from 3% of the total Municipal Market to approximately 23% market share in the last decade (as of 3/31/2023). Mutual funds, on the other hand, make up...
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Burning Down the House
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WEEK ENDING 3/22/2024 We will not be publishing a Weekly Commentary next week. We wish you all a happy holiday! The Capitol Hill Greatest Hits: “Another One Bites the Dust” & “Burning Down the House”...
What Easter egg hunts can teach us about investing
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When my three daughters were little, they loved Easter egg hunts. As I’m sure many of you also do, we’d put candy in plastic Easter eggs and hide them around the house. My high-energy oldest daughter...
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Surprising Inflation Numbers
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WEEK ENDING 3/15/2024 • Higher than expected core CPI and PPI. • FOMC should leave rates unchanged on Wednesday. • What’s a better buy? A 3-year T-bill or a money market fund?
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Is Bigger Always Better?
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Size can have its advantages — when going with a bigger firm; you may be hoping to experience lower fees because of volume and scale. But, it can also leave many advisors feeling like a “drop in the...
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State of the Markets
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WEEK ENDING 3/8/2024 • Impressive employment numbers. • One year anniversary of Silicon Valley Bank’s failure. • Will the Muni-Treasury ratios come back to their historical averages?
Decoding Consumer Dilemmas in a Strong Economy
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WEEK ENDING 3/1/2024 • Core PCE meets expectations. • Fed Chair to testify before Congress this week. • Why is the consumer still unhappy?