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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City Different Investments
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...
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The House is on Fire
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WEEK ENDING 9/22/2023 Fed reinforces “higher for longer.” Out with the new normal, in with the old. The House is burning.
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Fed Passes on Rate Rise Question
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WEEK ENDING 9/15/2023 A Fed meeting this Wednesday, but all eyes are on 2024. Brent crude prices could make for a scary Halloween. Is the US economy on a path to a soft landing?
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We Remember
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WEEK ENDING 9/8/2023 Today is the 22nd anniversary of the Sept. 11 terrorist attacks; here are a few things we are thinking about today: This was the deadliest attack on U.S. soil in our nation’s...
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The Rodeo Came to Jackson Hole
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WEEK ENDING 8/25/2023 Highlights of the week: The rodeo came to Jackson Hole last week. Important economic data is hitting this week. China's stimulus fails to get investors excited.
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A Snake in Country Garden
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WEEK ENDING 8/18/2023 Highlights of the week: Treasury continues to bring big supply to the market. China has another real estate problem: a snake in Country Garden. This time, maybe it will be...
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Supply Fears Grip the Fixed Income Markets
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WEEK ENDING 8/11/2023 Highlights of the week: Inflation data mixed, with expectations of the Fed being on hold in September Treasury continues to bring big supply to the market China has a liquidity...
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Tempest in a Teapot
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WEEK ENDING 8/4/2023 Highlights of the week: U.S. Government Bond rating downgraded to AA+ by Fitch — a tempest in a teapot. Treasury rates increased but not because of the downgrade. Former...
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Call off the Recession Warnings
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WEEK ENDING 7/28/2023 Highlights of the week: Fed hikes rates another 25 basis points putting policy range at 5.25% – 5.50%. Powell still focused on inflation that remains higher than 2% goal....
The Summer of Strikes
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WEEK ENDING 7/21/2023 Highlights of the week: A quiet week for the markets awaiting Fed’s July rate decision and the latest inflation read. You cannot make this stuff up! MTG with Hunter Biden nudes,...
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Inflation on the Run
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WEEK ENDING 7/14/2023 Highlights of the week: Is inflation on the run? Why are consumers more confident? “Thank you for your service.”
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More Fireworks
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WEEK ENDING 7/7/2023 Highlights of the week: We celebrated the 4th of July last week, but the real fireworks were on the 6th. Money funds are seeing all the love. Members in the House are fighting...
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Global Equity Philosophy
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Learn more about the Global Equity Strategy from our Global Equity Portfolio Manager, Vin Walden.
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Russian Weekend
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WEEK ENDING 6/23/2023 Highlights of the week: A short-lived revolt in Russia over the weekend could cause even more market volatility. As the world gets scarier, remember that fear is never a good...
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Recession Status?
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WEEK ENDING 6/9/2023 Highlights of the week: Market expects a temporary pause from the Fed this Wednesday. What’s the status of the recession?
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CDI goes B
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As the climate crisis escalates and social inequality widens, businesses are increasingly held accountable not just for their profits, but also for their impact on both people and the planet. The B...
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When to hold 'em and when to fold 'em
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WEEK ENDING 6/2/2023 Highlights of the week: We hope everyone had a great Memorial Day weekend. Yay! The United States did not default on its debt. But we had to endure an ugly kabuki dance to get...
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Debt Ceiling Debate Continues 5/22/23
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WEEK ENDING 5/19/2023 Highlights of the week: Soft landing still a possibility. June rate hike slowly being put back on the table. Is it a good time to buy bonds?
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We are here to help
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Worried about transferring from a Mutual Fund to a Separately Managed Account? We are here to help.
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What's in your money market fund? 5/15/23
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WEEK ENDING 5/12/2023 Highlights of the week: Cash flow into money market funds continues. Know what’s in your money market fund. Latest data shows inflation moderating but still a long way off the...
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Pause Pivot or Persevere 5/8/23
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WEEK ENDING 5/5/2023 Highlights of the week: Fed hikes rates by 25 bases points as expected—Powell leaves the door open for June pause. On Friday, non-farm payroll rose by 253,000. What does a brief...
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Stagflation 5/1/23
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WEEK ENDING 4/28/2023 Highlights of the week: First Republic Bank is circling the bowl. Inflation is sticky! Unemployment is rising! Growth is slowing! Are stagflation risks increasing?