---
title: City Different Investments Blog | City Different Investments
description: City Different Investments Insights Blog
---

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          - [Tear Sheet](https://citydifferentinvestments.com/wp-content/uploads/2026/03/CDI-Tear-Sheet-2026-1.pdf)
          - [Investor Letters](https://citydifferentinvestments.com/investor-letters/)
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## City Different Investments

##### FEATURED POSTS

[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing)

 September 24, 2026 |

[Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm)

## [The Avalanche Theory of Investing](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing)

[Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly)

There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a...

[Read](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20AI%20bubble%20(2).png)](https://blog.citydifferentinvestments.com/diversifying-away-from-ai)

 September 15, 2026 |

[Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm)

## [Diversifying Away From AI](https://blog.citydifferentinvestments.com/diversifying-away-from-ai)

![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) 

[Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne)

When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re...

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Postcard%20from%20china.png)](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds)

 September 08, 2026 |

[Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income)

## [Time to Panic about Bonds?](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds)

![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) 

[Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh)

The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary...

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Income%20Week%20And%20Review%20(2).png)](https://blog.citydifferentinvestments.com/the-barbarians-have-entered-the-gates)

 October 12, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Barbarians Have Entered the Gates](https://blog.citydifferentinvestments.com/the-barbarians-have-entered-the-gates)

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[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 10/09/2026

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Income%20Week%20And%20Review%20(1).png)](https://blog.citydifferentinvestments.com/the-little-engine-that-could-not)

 October 05, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Little Engine That Could Not](https://blog.citydifferentinvestments.com/the-little-engine-that-could-not)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 10/02/2026

[Read](https://blog.citydifferentinvestments.com/the-little-engine-that-could-not)

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[![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Income%20Week%20And%20Review.png)](https://blog.citydifferentinvestments.com/bonds-bubbles-buybacks)

 September 28, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Bonds, Bubbles & Buybacks](https://blog.citydifferentinvestments.com/bonds-bubbles-buybacks)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 9/25/2026

[Read](https://blog.citydifferentinvestments.com/bonds-bubbles-buybacks)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-09-21T103044.694.png)](https://blog.citydifferentinvestments.com/elbows-up)

 September 21, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Elbows Up](https://blog.citydifferentinvestments.com/elbows-up)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 9/18/2026

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-09-14T095903.228.png)](https://blog.citydifferentinvestments.com/old-economy-oil-vs.-new-economy-ai)

 September 14, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Old Economy Oil vs. New Economy AI](https://blog.citydifferentinvestments.com/old-economy-oil-vs.-new-economy-ai)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 9/11/2026

[Read](https://blog.citydifferentinvestments.com/old-economy-oil-vs.-new-economy-ai)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-08-31T102015.827.png)](https://blog.citydifferentinvestments.com/hawkish-and-hurting)

 August 31, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Hawkish and Hurting](https://blog.citydifferentinvestments.com/hawkish-and-hurting)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 8/28/2026

[Read](https://blog.citydifferentinvestments.com/hawkish-and-hurting)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-08-24T080219.307.png)](https://blog.citydifferentinvestments.com/reading-the-fed-leaves)

 August 24, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Reading the Fed Leaves](https://blog.citydifferentinvestments.com/reading-the-fed-leaves)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 8/21/2026

[Read](https://blog.citydifferentinvestments.com/reading-the-fed-leaves)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-08-17T093154.276.png)](https://blog.citydifferentinvestments.com/auction-block)

 August 17, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Auction Block](https://blog.citydifferentinvestments.com/auction-block)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 8/14/2026

[Read](https://blog.citydifferentinvestments.com/auction-block)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-08-10T103230.452.png)](https://blog.citydifferentinvestments.com/the-long-end-game)

 August 10, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Long-End Game](https://blog.citydifferentinvestments.com/the-long-end-game)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 8/7/2026

[Read](https://blog.citydifferentinvestments.com/the-long-end-game)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-08-02T211653.331.png)](https://blog.citydifferentinvestments.com/the-holdovers)

 August 03, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [The Holdovers](https://blog.citydifferentinvestments.com/the-holdovers)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 7/31/2026

[Read](https://blog.citydifferentinvestments.com/the-holdovers)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-07-27T102902.493.png)](https://blog.citydifferentinvestments.com/carousel-of-tariffs)

 July 27, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Carousel of Tariffs](https://blog.citydifferentinvestments.com/carousel-of-tariffs)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 7/24/2026

[Read](https://blog.citydifferentinvestments.com/carousel-of-tariffs)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-07-20T111815.308.png)](https://blog.citydifferentinvestments.com/crude-summer)

 July 20, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Crude Summer](https://blog.citydifferentinvestments.com/crude-summer)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 7/17/2026

[Read](https://blog.citydifferentinvestments.com/crude-summer)

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[![](https://blog.citydifferentinvestments.com/hubfs/Income%20Week%20And%20Review%20-%202026-07-13T084857.404.png)](https://blog.citydifferentinvestments.com/fireworks-after-the-fourth)

 July 13, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Fireworks After the Fourth](https://blog.citydifferentinvestments.com/fireworks-after-the-fourth)

![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) 

[City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments)

WEEK ENDING 7/10/2026

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 June 29, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Pricing Peace](https://blog.citydifferentinvestments.com/pricing-peace)

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WEEK ENDING 6/26/2026

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 June 22, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Won't Get Fooled Again](https://blog.citydifferentinvestments.com/wont-get-fooled-again)

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WEEK ENDING 6/19/2026

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 June 15, 2026 |

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## [Now Open?](https://blog.citydifferentinvestments.com/now-open)

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WEEK ENDING 6/12/2026

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 June 08, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Fear v. Greed](https://blog.citydifferentinvestments.com/fear-v.-greed)

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WEEK ENDING 6/5/2026

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 June 01, 2026 |

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## [A Fed Divided](https://blog.citydifferentinvestments.com/a-fed-divided)

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WEEK ENDING 5/29/2026

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 May 18, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Oil-flation](https://blog.citydifferentinvestments.com/oil-flation)

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WEEK ENDING 5/15/2026

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 May 11, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Vibes Are Off](https://blog.citydifferentinvestments.com/vibes-are-off)

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 May 04, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [End of an Era](https://blog.citydifferentinvestments.com/end-of-an-era)

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 April 27, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Not So "Strait" Forward](https://blog.citydifferentinvestments.com/not-so-strait-forward)

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WEEK ENDING 4/24/2026

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 April 20, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Open Sesame](https://blog.citydifferentinvestments.com/open-sesame)

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WEEK ENDING 4/17/2026

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 April 13, 2026 |

[Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review)

## [Defense First, Math Later](https://blog.citydifferentinvestments.com/defense-first-math-later)

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WEEK ENDING 4/10/2026

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