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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Bespoke vs. Off the Rack
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Mutual funds are off-the-rack, SMAs are bespoke tailoring. Which do you prefer?
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The Receipts Are In
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WEEK ENDING 5/17/2024 Core CPI increases by 0.3%; softer after higher inflation prints in Q1. Receipts come back with lower retail sales numbers. Three paths to monetary policy: hold, ease, or ease....
The Big Small Business Opportunity
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The Current Landscape Small businesses are more critical to our domestic economy than you might realize —99.9% of all businesses in this country are small businesses. They employ 46% of our workforce...
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Calm Before the Economic Storm
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WEEK ENDING 5/10/2024 Happy belated Mother's Day from all of us at City Different Investments. A very quiet week on the economic release front. Next week brings another look at CPI and PPI. Mike...
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The Pendulum Swings
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WEEK ENDING 5/3/2024 Weekly rate volatility—markets tend to overreact. How do you unite Democrats and Republicans? A job nobody should want.