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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Stubborn Inflation
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WEEK ENDING 4/26/2024 Real GDP growth slower than expected at 1.6% for Q1. Core PCE for the year is unchanged at 2.8%. Market pushes the probability of rate cuts (if any) to the end of the year.
Wall Street Transcript Interview
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Vin Walden recently sat down with the Wall Street Transcript to discuss potential dangers lurking in the stock market. Find out which companies he thinks investors should avoid. Electric Cars and AI...
Hidden Value Stocks Feature
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Excerpt from Hidden Value Stock Newsletter: Connor Browne and Rob MacDonald are two of the co-founders of City Different Investments. Both serve as portfolio managers, and Browne runs the firm....
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A Week of High Supply
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WEEK ENDING 4/19/2024 Resetting rate-cut expectations. 18 months of yield curve inversion. Will 10-year Treasury yields hit a 5% handle?
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Why Bonds Now
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We think it’s a good time to buy bonds because: The markets’ irrational exuberance about rate cuts in 2024 has been exercised. We started the year expecting 6-7 rate cuts, which dwindled to 2-3 in...
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Is Now the Time for Bonds?
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WEEK ENDING 4/12/2024 Hope springs eternal and dies hard. Equity market declines and rising Middle East tensions aid Treasury’s end-of-week recovery. Back to the future, at least in Arizona.
Informed Investor: Ladder, Barbell, Bullet
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We’re trying something new here — most of our content (and the investing content out there) falls into one of two camps:
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Spring Showers and Tax Season
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WEEK ENDING 4/5/2024 New support level for Treasury market with 10-year yields at 4.5%. Strong job numbers from Friday challenge rate cuts. April tax seasonality generally means outflow for money...