Value Investor Insight Article "In Transition"
Trouble viewing the article? Click for pdf version
News, insights and thought leadership from the City Different team.
Trouble viewing the article? Click for pdf version
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 10/25/2024 Elevated risk: critical data releases timed for next 10 days. Weaker liquidity in the bond market. Initial claims and Fed’s Beige Book point to healthy economy.
"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 10/18/2024 US economy remains resilient. The Fed stays on an easy path. Theory time: election and yield curve edition.
Algorithms run our lives. For better or worse, they undergird most of modern society. In some ways, it’s great — they can get us the right information at exactly the right time, surface a new video...
WEEK ENDING 10/4/2024 The monthly jobs release was a surprise. The municipal market participants must have missed work on Friday. Longshoremen are back to work after a 3-day work stoppage.