Value Investor Insight Article "In Transition"
![]()
Trouble viewing the article? Click for pdf version
City Different Investments
What Investors Need to Know About the Most Common Private Equity Fund Structures
![]()
There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
A Looming Uranium Shortage?
![]()
"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...
Turtle-dovish Fed
![]()
WEEK ENDING 12/15/2023 Holiday markets rally after turtle-dovish message from Fed. Fed hints tightening finished; cuts to come. Dot plot changes significantly. Happy holidays to you, and a fantastic...
Naughty or Nice
![]()
WEEK ENDING 12/08/2023 Will Chairman Powell bring coal to the holiday party? The market has made the Fed’s job tougher! This week’s Fed meeting and inflation reports may add volatility to the holiday...
A Santa Claus Rally?
![]()
WEEK ENDING 12/01/2023 Chair Powell tries to calm fixed-income markets. 60% probability of a Q1 rate cut. Hostages released during last week's Israeli-Hamas cease-fire.
Adding SMAs to Your Clients' Portfolios
![]()
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more...
Taking a Pause to Give Thanks
![]()
WEEK ENDING 11/17/2023 Fed’s dovish tone and positive inflation data knock yields off their peak. Government debt sales continue to climb. Happy Thanksgiving! “Thankfully,” we’re taking a pause from...
Same Line, Different Speaker
![]()
WEEK ENDING 11/10/2023 Moody’s moves US sovereign outlook to “negative.” Market participants’ outlooks and opinions mixed. Honoring our veterans.
A Kindler Gentler Fed?
![]()
WEEK ENDING 11/03/2023 A kinder, gentler Fed? Color us suspicious. A slowing jobs picture? What does it all mean for inflation?
Trick or Treat? Hard or Soft Landing?
![]()
WEEK ENDING 10/27/2023 Market focus shifting away from the Federal Reserve A primer on the tension between monetary and fiscal policies Return of the soft landing v. hard landing debate
Now's the Time for Risk Tolerant Investors
![]()
WEEK ENDING 10/20/2023 Chair Powell says inflation is too high, recommitting to a 2% target. “Slow” Joe Biden has a good week, garnering compliments from the unlikeliest sources. Jim Jordan taps out...
Geopolitical Risk Increases
![]()
WEEK ENDING 10/13/2023 Rising geopolitical risk adds another consideration for the Federal Reserve. Supercore inflation is double the Fed's target. Yields rise in long end of the curve; tightens...
Is it Time to Take Risks?
![]()
WEEK ENDING 10/6/2023 McCarthy ousted as inmates take over the asylum. Fixed-income yields continue to move higher; investors leave bond funds for the safety of money market funds. Is this the moment...
Congress Kicks the Can
![]()
WEEK ENDING 9/29/2023 Government shutdown postponed until November 17. Will September PCE give Fed a reason to pause? September Muni yield backup led to underperformance; current yield attractive.