Value Investor Insight Article "In Transition"
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News, insights and thought leadership from the City Different team.
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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...
"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...
WEEK ENDING 9/27/2024 Fed achieves “Goldilocks” balance. US economy continues to expand. FOMC forecasts a neutral rate of just under 3%.
Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can...
WEEK ENDING 9/20/2024 Fed “recalibrates” and cuts rate range by -0.50%. BOO! Halloween and the “Cash Trap” are approaching. Muni and Treasury curves steepen. Is this the beginning of the long road to...
Inflation is one of those words that has become ubiquitous… it’s everywhere (and has been for years now). It’s a crucial economic indicator to be sure, but you rarely read a single business news...
WEEK ENDING 9/13/2024 Fed’s big week: is it a rate cut of 25 or 50 basis points? August’s CPI and PPI releases confirm stable inflation trend. Muni and Treasury curves maintain “un-inversion”; long...
WEEK ENDING 9/6/2024 We remember: This week marks the 23rd anniversary of 9/11. What a week: All eyes are on the Fed and the stock market. We hope everyone had an enjoyable Labor Day holiday.