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...
The Deep Seek AI Shockwave
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This week, a surprising announcement from China’s Deep Seek sparked a lot of market chatter (and, ya know, vaporized nearly $600B in market value from Nvidia). Deep Seek claims it developed an...
Rollover Equity
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If you’ve ever bought or sold a business (or are just a follower of publicly announced mergers and acquisitions), you’ve likely heard the term “rollover equity." Rollover equity is basically any...
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Higher Interest Rates and Looming Tariffs?
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WEEK ENDING 1/24/2025 The fear and the opportunity of high interest rates. Fed meets Wednesday for the first time this year. Here come the tariffs.
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A New Administration Begins
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WEEK ENDING 1/17/2025 CPI report dilutes jobs report, for now A new administration began Monday Prepare for volatility
The Last 10%
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9/10 is an exceptional mark in almost all applications. If a restaurant has a 9/10 on Yelp or Foursquare (yes, Foursquare is still an excellent restaurant rating app), it means the restaurant is...
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Job Numbers and Looming Fiscal Uncertainties
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WEEK ENDING 1/10/2025 Strong jobs numbers dampen view of Fed Rate cuts. Fiscal and tariff uncertainty cause market sell-off. Damage and loss of life in LA County climb. Register for our fixed-income...
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Understanding the Muni Bond “Threat”
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Every few years, it seems like the municipal bond market can’t resist a good scare story. This time, it’s the potential for Congress to alter the tax-exempt status of muni bonds — an idea making the...