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...
WEEK ENDING 5/17/2024 Core CPI increases by 0.3%; softer after higher inflation prints in Q1. Receipts come back with lower retail sales numbers. Three paths to monetary policy: hold, ease, or ease....
The Current Landscape Small businesses are more critical to our domestic economy than you might realize —99.9% of all businesses in this country are small businesses. They employ 46% of our workforce...
WEEK ENDING 5/10/2024 Happy belated Mother's Day from all of us at City Different Investments. A very quiet week on the economic release front. Next week brings another look at CPI and PPI. Mike...
WEEK ENDING 5/3/2024 Weekly rate volatility—markets tend to overreact. How do you unite Democrats and Republicans? A job nobody should want.
WEEK ENDING 4/26/2024 Real GDP growth slower than expected at 1.6% for Q1. Core PCE for the year is unchanged at 2.8%. Market pushes the probability of rate cuts (if any) to the end of the year.
Vin Walden recently sat down with the Wall Street Transcript to discuss potential dangers lurking in the stock market. Find out which companies he thinks investors should avoid. Electric Cars and AI...
Excerpt from Hidden Value Stock Newsletter: Connor Browne and Rob MacDonald are two of the co-founders of City Different Investments. Both serve as portfolio managers, and Browne runs the firm....
WEEK ENDING 4/19/2024 Resetting rate-cut expectations. 18 months of yield curve inversion. Will 10-year Treasury yields hit a 5% handle?
We think it’s a good time to buy bonds because: The markets’ irrational exuberance about rate cuts in 2024 has been exercised. We started the year expecting 6-7 rate cuts, which dwindled to 2-3 in...
WEEK ENDING 4/12/2024 Hope springs eternal and dies hard. Equity market declines and rising Middle East tensions aid Treasury’s end-of-week recovery. Back to the future, at least in Arizona.
We’re trying something new here — most of our content (and the investing content out there) falls into one of two camps:
WEEK ENDING 4/5/2024 New support level for Treasury market with 10-year yields at 4.5%. Strong job numbers from Friday challenge rate cuts. April tax seasonality generally means outflow for money...
