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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Trade Execution
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A decade ago, fixed income trade analysis was like a country club — very few people had access to it, the asymmetry of information was staggering, and so much of the market was effectively word of...
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How active is your fund manager, really?
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In the 1980s, very few equity fund managers adhered to an indexing strategy. Fund managers were actively picking stocks to generate alpha for their clients. But over the course of the 1990s and...
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Goldilocks
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WEEK ENDING 7/26/2024 Goldilocks data before the Fed meets Wednesday GDP at 2.8% in Q2, thanks to strong consumer spending A brief overview of the Tax Cuts and Jobs Act
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Biden's Exit
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WEEK ENDING 7/19/2024 President Biden drops out of the presidential race. Like The Who, we “Won’t Get Fooled Again” — though it seems a rate cut is in the offing. “Won’t you please come to Chicago...
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Cooling Inflation
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WEEK ENDING 7/12/2024 June’s cooling CPI makes the case for lower inflation. Probability of a Fed September rate cut of 25 basis point is currently at 95%. Former President Trump attacked at a rally.
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Debates
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WEEK ENDING 7/5/2024 When will the Fed make its next move? Costs of avoiding the “Cash Trap” are on the rise. Try not to laugh: “His Highness, the President of the United States of America and...