News, insights and thought leadership from the City Different team.
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...
“If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my...
If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles...
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...
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...
Alternative investments are having a moment... but is the hype justified? In this candid conversation, Chris Ryon (co-founder of City Different Investments and half of our fixed income desk) sits...
“If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my...
If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles...
Around age 40, my annual checkup started including additional tests. These tests are meant to keep me healthy, but they also have the ancillary effect of stressing me out while I await the results....
So you wanna sell your business. As you can probably imagine, there’s a lot of steps between that thought and executing on it. To that end, we previously published a post outlining the 6 steps to...
When we’re chatting with clients, we often get the same flavor of questions about bonds (we would bet if you have exposure to the bond market, you’ve wondered some of these as well…). So we wanted to...
WEEK ENDING 2/21/2025 Tariffs continue to dominate headlines. Fed remains in wait-and-see mode. Sentiments and housing data skew negative.
WEEK ENDING 2/14/2025 Fixed income seems immune to headlines. “Patience is a virtue; possess it if you can.” Inflation seems untamed. The purges continue.
Vanguard just dropped the hammer on ETF fees again, slashing its average expense ratio to a jaw-dropping 0.07%. That’s a big deal in an industry segment where “fees are one of the most important...
WEEK ENDING 2/07/2025 Eagles soar past Chiefs to win Super Bowl. Treasury Secretary Bessent wants to bring 10-year bond yield down. Mixed employment data supports Fed’s wait-and-see.
WEEK ENDING 1/31/2025 Two horrific plane crashes claimed 73 lives. Investigations into causes are underway. DeepSeek is not an AI hallucination… we think. Purges of FBI, Department of Justice, and...
This week, a surprising announcement from China’s Deep Seek sparked a lot of market chatter (and, ya know, vaporized nearly $600B in market value from Nvidia). Deep Seek claims it developed an...
