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...
4 Years of Inflation Analysis
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Given Trump’s upcoming policy guidance, there are reasons to believe that inflation could soon be on the rise. This begs the question, “Are we in a temporary inflation lull? To answer that, let’s...
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An Inflation Lull
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WEEK ENDING 11/22/2024 Are we in a temporary inflation lull? Will the next administration’s policies raise inflation? White meat or dark? Happy Thanksgiving from all of us.
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Sitting, Waiting, Wishing...
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WEEK ENDING 11/15/2024 Treasury rally continues since mid-September Market still pricing a December rate cut President-elect Trump’s cabinet is taking shape
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The Red Wave's Impact on the Economy
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WEEK ENDING 11/8/2024 We have a new president—well, maybe not new—along with a “red wave” Week-to-week changes hide volatility Oh, and the Fed cut the Fed Funds range by 0.25%
Goldman’s Bearish Prediction
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For years, Warren Buffett’s advice has been pretty clear — for most investors, the S&P 500 is the safest bet. “Just buy the index,” he’s famously said. And for the past decade, he’s been pretty right...
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Dive Into the Polls
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WEEK ENDING 11/1/2024 The yield rally continues Welcome to the show that never ends Buckle up; Election Day is Tuesday