"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...
Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can...
Much as truly active equity investing can result in greater returns for investors (even net of fees), so too can active management of fixed income securities. We’re big believers in the power of...
Mutual funds are off-the-rack, SMAs are bespoke tailoring. Which do you prefer?
WEEK ENDING 5/17/2024 Core CPI increases by 0.3%; softer after higher inflation prints in Q1. Receipts come back with lower retail sales numbers. Three paths to monetary policy: hold, ease, or ease....
WEEK ENDING 5/10/2024 Happy belated Mother's Day from all of us at City Different Investments. A very quiet week on the economic release front. Next week brings another look at CPI and PPI. Mike...
WEEK ENDING 5/3/2024 Weekly rate volatility—markets tend to overreact. How do you unite Democrats and Republicans? A job nobody should want.
WEEK ENDING 4/26/2024 Real GDP growth slower than expected at 1.6% for Q1. Core PCE for the year is unchanged at 2.8%. Market pushes the probability of rate cuts (if any) to the end of the year.
WEEK ENDING 4/19/2024 Resetting rate-cut expectations. 18 months of yield curve inversion. Will 10-year Treasury yields hit a 5% handle?
WEEK ENDING 4/12/2024 Hope springs eternal and dies hard. Equity market declines and rising Middle East tensions aid Treasury’s end-of-week recovery. Back to the future, at least in Arizona.
We’re trying something new here — most of our content (and the investing content out there) falls into one of two camps:
WEEK ENDING 4/5/2024 New support level for Treasury market with 10-year yields at 4.5%. Strong job numbers from Friday challenge rate cuts. April tax seasonality generally means outflow for money...
WEEK ENDING 3/22/2024 We will not be publishing a Weekly Commentary next week. We wish you all a happy holiday! The Capitol Hill Greatest Hits: “Another One Bites the Dust” & “Burning Down the House”...
WEEK ENDING 3/15/2024 • Higher than expected core CPI and PPI. • FOMC should leave rates unchanged on Wednesday. • What’s a better buy? A 3-year T-bill or a money market fund?
WEEK ENDING 3/8/2024 • Impressive employment numbers. • One year anniversary of Silicon Valley Bank’s failure. • Will the Muni-Treasury ratios come back to their historical averages?
