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...
Postcard From The UK
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Jong recently traveled to the UK with his family over Easter. And because he can never stop thinking about investing, below he describes how a trip that started out as a soccer fan’s pilgrimage to...
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When Lower Beta Still Outperforms
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There’s always a case for owning small and mid-cap U.S. stocks… but right now, it’s hard to ignore just how compelling that case has become. Small and mid-cap U.S. stocks are currently trading at a...
Informed Investor: Tariffs
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Tariffs: The Illusion of a Quick Fix in a Complex Global Economy Tariffs are one of those ideas that sound simple enough on paper: we tax imported stuff... that makes domestic products more...
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