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...
Long Term Investing—A Walk in the Park
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There’s a great metaphor that describes in pretty perfect detail how you should think about investing. It comes from Ralph Wanger, a legendary investor (as quoted in The Four Pillars of Investing):...
Summer Heats Up
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WEEK ENDING 6/21/2024 A midyear review of investment grade corporates Softening consumer data Happy Independence Day (a bit early)
AI HYPErinflation
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When it comes to share price, nothing has been quite so good to companies these past couple of years as making waves in A.I. Much of the S&P 500’s gains over that period have been powered by a few...
Higher-for-longer
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WEEK ENDING 6/14/2024 Higher-for-longer tested by recent economic reports Supreme Court for sale CDI wishes all dads a Happy Father’s Day
Landmark Election Year
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WEEK ENDING 6/7/2024 Wednesday doubleheader: CPI data release and Fed meeting. Strong labor market dampens probability of July rate cut. Landmark election year for the world.
The Unknown
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WEEK ENDING 5/31/2024 “I just don’t know.” Municipal bond market underperforms prior to seasonal summer drought. 34–0