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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Insights Blog
News, insights and thought leadership from the City Different team.
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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One Portfolio or Two?
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Why We Believe SMID Cap Core Can Beat Separate Small & Mid Allocations Many investors instinctively split their equity sleeve into a “small-cap fund” and a “mid-cap fund,” assuming that...
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Staying Invested
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Why Time in the Market Beats Timing the Market You might think investors unequivocally love periods of sustained market strength. But, that’s obviously not the case. Money managers fret about market...
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Popping Tags
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At dinner the other night, my youngest daughter asked what I actually do all day in my office. I work from home pretty often, so from her perspective, I just disappear behind a closed door for hours...
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Other Signs of the Apocalypse
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No one likes an alarmist know-it-all (except maybe the folks riding Michael Burry’s coattails through the 2008 financial collapse… but even a lot of those folks thought he had lost his mind). I know...
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The Alphabet Soup of Profitability
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Profitability sounds simple: add up what comes in, subtract what goes out, and you know where you stand. But anyone who has ever prepped their business for sale (or kicked the tires on a potential...
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Turning Macro Anxiety into Portfolio Opportunity
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Everywhere you look right now, headlines seem dour: the dollar is weakening, inflation is simmering, geopolitics are rocky (at best)... it’s enough to worry even seasoned investors. But there’s...
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What The “One Big Beautiful Bill” Means For Small Businesses
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In July, Congress passed the One Big Beautiful Bill Act (OBBBA). The name sounds like it was a placeholder until they came up with something better… then just forgot to rename it before launch, but...
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Is the Market Rhyming with 2008?
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I’ve been feeling uneasy about financial markets lately… not because I think we’re headed for a carbon copy of 2008, but because a few old patterns are starting to bubble back up. Not in the same...