The MercadoLibre Paradox
![]()
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?
.png)
Insights Blog
News, insights and thought leadership from the City Different team.
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
![]()
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...
.png)
Are Treasuries Still Safe?
![]()
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...
.png)
The Time Has Come
![]()
WEEK ENDING 8/23/2024 Powell: “The time has come” for a rate cut. Dis-inversion of the municipal curve. Money market funds still seeing cash inflows.
.png)
What is Active Management in Fixed Income?
![]()
We believe that a strategic, actively managed approach to fixed income investing often outperforms the alternative. You might be familiar with active management when it comes to equities, but what...
.png)
CDI's Active Management Philosophy
![]()
Much as truly active equity investing can result in greater returns for investors (even net of fees), so too can active management of fixed income securities. We’re big believers in the power of...
.png)
Another Turkey Drop?
![]()
WEEK ENDING 8/16/2024 Won’t you please come to Chicago for the Democratic National Convention? Or please come to Jackson Hole for a sign. “As God is my witness, I thought turkeys could fly.”
Postcard From Brazil
![]()
City Different Investments is known for finding compelling opportunities that may lie off the beaten path of Wall Street. Last week we caught up with our intrepid portfolio manager Vin Walden, on the...
.png)
Diversification Matters
![]()
WEEK ENDING 8/9/2024 Diversification matters The market’s implied probabilities of future events are often wrong We’ll miss the 2024 Olympics – sure beats politics
.png)
Gold-medal Advice for Market Volatility
![]()
WEEK ENDING 8/2/2024 Welcome home, Paul Whelan, Evan Gershkovich, and Alsu Kurmasheva Paris took center stage… Until the jobs report spoiled the party, that is.