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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Understanding the Muni Bond “Threat”
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Every few years, it seems like the municipal bond market can’t resist a good scare story. This time, it’s the potential for Congress to alter the tax-exempt status of muni bonds — an idea making the...
Wednesday's Distress
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Explaining Wednesday’s complete market route. All markets, be they equity or fixed income, took a proverbial kick in the shorts on Wednesday. The S&P 500 index finished the day 178.45 points lower...
From Yield Rallies to Year-End Reflections
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WEEK ENDING 12/13/2024 Fixed-income market endures a “yield rally” and a steeper yield curve. Inflation proves sticky — even grocery prices will be hard to reverse. Trump named Time’s person of the...
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We're Back! And so is the Economy
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WEEK ENDING 12/6/2024 We’re back! Rallies continue as Powell urges caution. Saturday, December 7, marked the 83rd anniversary of the attack on Pearl Harbor — ‘a day that will live in infamy.’ Taylor...
What Investors Need to Know About the Most Common Private Equity Fund Structures
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There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
4 Years of Inflation Analysis
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Given Trump’s upcoming policy guidance, there are reasons to believe that inflation could soon be on the rise. This begs the question, “Are we in a temporary inflation lull? To answer that, let’s...
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An Inflation Lull
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WEEK ENDING 11/22/2024 Are we in a temporary inflation lull? Will the next administration’s policies raise inflation? White meat or dark? Happy Thanksgiving from all of us.
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Sitting, Waiting, Wishing...
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WEEK ENDING 11/15/2024 Treasury rally continues since mid-September Market still pricing a December rate cut President-elect Trump’s cabinet is taking shape
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The Red Wave's Impact on the Economy
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WEEK ENDING 11/8/2024 We have a new president—well, maybe not new—along with a “red wave” Week-to-week changes hide volatility Oh, and the Fed cut the Fed Funds range by 0.25%
Goldman’s Bearish Prediction
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For years, Warren Buffett’s advice has been pretty clear — for most investors, the S&P 500 is the safest bet. “Just buy the index,” he’s famously said. And for the past decade, he’s been pretty right...
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Dive Into the Polls
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WEEK ENDING 11/1/2024 The yield rally continues Welcome to the show that never ends Buckle up; Election Day is Tuesday
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The Next 240 Hours
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WEEK ENDING 10/25/2024 Elevated risk: critical data releases timed for next 10 days. Weaker liquidity in the bond market. Initial claims and Fed’s Beige Book point to healthy economy.
A Looming Uranium Shortage?
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"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...
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Retail Sales Soar
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WEEK ENDING 10/18/2024 US economy remains resilient. The Fed stays on an easy path. Theory time: election and yield curve edition.
Informed Investor: Just Say No To Robo (Advisors)
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Algorithms run our lives. For better or worse, they undergird most of modern society. In some ways, it’s great — they can get us the right information at exactly the right time, surface a new video...
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Market Optimism
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WEEK ENDING 10/4/2024 The monthly jobs release was a surprise. The municipal market participants must have missed work on Friday. Longshoremen are back to work after a 3-day work stoppage.
“Goldilocks” balance
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WEEK ENDING 9/27/2024 Fed achieves “Goldilocks” balance. US economy continues to expand. FOMC forecasts a neutral rate of just under 3%.
6 Step Guide to Selling Your Small Business
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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...
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Surprise! A Wild Week
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WEEK ENDING 9/20/2024 Fed “recalibrates” and cuts rate range by -0.50%. BOO! Halloween and the “Cash Trap” are approaching. Muni and Treasury curves steepen. Is this the beginning of the long road to...
Informed Investor: Inflation ≠ Prices
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Inflation is one of those words that has become ubiquitous… it’s everywhere (and has been for years now). It’s a crucial economic indicator to be sure, but you rarely read a single business news...
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Will it be 25 or 50?
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WEEK ENDING 9/13/2024 Fed’s big week: is it a rate cut of 25 or 50 basis points? August’s CPI and PPI releases confirm stable inflation trend. Muni and Treasury curves maintain “un-inversion”; long...
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All Eyes On The Fed And Stock Market
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WEEK ENDING 9/6/2024 We remember: This week marks the 23rd anniversary of 9/11. What a week: All eyes are on the Fed and the stock market. We hope everyone had an enjoyable Labor Day holiday.
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The Time Has Come
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WEEK ENDING 8/23/2024 Powell: “The time has come” for a rate cut. Dis-inversion of the municipal curve. Money market funds still seeing cash inflows.