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...
Separately Managed Accounts (SMAs) have grown from 3% of the total Municipal Market to approximately 23% market share in the last decade (as of 3/31/2023). Mutual funds, on the other hand, make up...
WEEK ENDING 3/22/2024 We will not be publishing a Weekly Commentary next week. We wish you all a happy holiday! The Capitol Hill Greatest Hits: “Another One Bites the Dust” & “Burning Down the House”...
When my three daughters were little, they loved Easter egg hunts. As I’m sure many of you also do, we’d put candy in plastic Easter eggs and hide them around the house. My high-energy oldest daughter...
WEEK ENDING 3/15/2024 • Higher than expected core CPI and PPI. • FOMC should leave rates unchanged on Wednesday. • What’s a better buy? A 3-year T-bill or a money market fund?
Size can have its advantages — when going with a bigger firm; you may be hoping to experience lower fees because of volume and scale. But, it can also leave many advisors feeling like a “drop in the...
WEEK ENDING 3/8/2024 • Impressive employment numbers. • One year anniversary of Silicon Valley Bank’s failure. • Will the Muni-Treasury ratios come back to their historical averages?
WEEK ENDING 3/1/2024 • Core PCE meets expectations. • Fed Chair to testify before Congress this week. • Why is the consumer still unhappy?
WEEK ENDING 2/23/2024 • Fed speakers lay out slow-and-steady rate policy. • Market reprices 2024 rate cuts. • Where is the new terminal or neutral rate for fed funds?
WEEK ENDING 2/16/2024 Inflation does not move in a straight line. There is still a lot of cash sloshing around the system. Congress takes two-week vacation with foreign aid on their desks and...
“Don't fight the Fed” — it’s an adage for a reason, and it’s one we believe in. Why? Because history has mostly demonstrated the Federal Reserve, with its monetary policy tools, is overwhelmingly...
WEEK ENDING 2/9/2024 Fed still set on cutting rates this year despite strong economy and slowing inflation. Investment Grade Corporate Bond Market repricing to new rate cuts scenario. Banks expect...
WEEK ENDING 2/2/2024 Fed takes March easing off the table, and the market buries it. Friday’s jobs report does not reflect a slowing economy. Republicans and their pundits could be picking on the...
