News, insights and thought leadership from the City Different team.
"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...
Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe even decades). But many investment professionals...
WEEK ENDING 4/21/2023 Highlights of the week: Is this the start of a credit crunch? Health of corporate credits is deteriorating. US economy is stalling, but not yet in a recession.
WEEK ENDING 4/14/2023 Highlights of the week: “Sticky prices” show no improvement in latest consumer price index. Another 25 basis points priced in for Fed’s May meeting. But what after that? Yield...
WEEK ENDING 4/6/2023 Highlights of the week: Inflation may be slowing but is still above the Federal Reserve’s target of 2%. Will inflation prove sticky, forcing the Fed to change its target and...
Our investment philosophy follows a fundamental belief — the stock market functions much like the classic jelly-bean-counting experiment. That might sound strange, but hear me out:
WEEK ENDING 3/31/2023 Highlights of the week: 2% inflation: an outdated concept. Federal Reserve close to ending most aggressive interest rate hikes. CDI expects one more rate hike in May and then a...
The problems/resolutions of both Silicon Valley Bank and Signature Bank bring to mind a Theodore Roosevelt quote: “In any moment of decision, the best thing you can do is the right thing, the next...
WEEK ENDING 3/24/2023 Highlights of the week: J. Thaddeus Toad would like to welcome you to another wild ride: the fixed-income market. Domestic and international banks have grabbed the headlines for...
WEEK ENDING 3/17/2023 Highlights of the week: Condolences to all of you with busted NCAA brackets; maybe not the only things busted… Our overview of the idiosyncratic banking failures and Bank Term...
WEEK ENDING 3/10/2023 Highlights of the week: Silicon Valley Bank fails due to poor diversification in its depositor base and too much duration in its fixed-income portfolio. We do not believe this...
Sweta Singh admits that she fell into finance by chance: “You do something day in and day out, and then you fall in love with it. I think it is symbiotic — you enjoy your work, and then you pour more...
