Value Investor Insight Article "In Transition"
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Insights Blog
News, insights and thought leadership from the City Different team.
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...
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...
State of the Markets
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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?
Decoding Consumer Dilemmas in a Strong Economy
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WEEK ENDING 3/1/2024 • Core PCE meets expectations. • Fed Chair to testify before Congress this week. • Why is the consumer still unhappy?
Slow and Steady Wins the Race
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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?
The Market Breaks Hearts
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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...
Penalty Kicks and Fixed Income
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“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...
Dive Into Markets Adjusting and Repricing
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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...
"Shake it Off"
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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...
The World Stage Grows Grimmer
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WEEK ENDING 1/26/2024 GDP and core PCE data trends in the right direction. Fed meets this week with no expectations of rate cuts. Hong Kong judge orders China’s Evergrande to liquidate.
Investing in a Changing Climate
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U.S. homeowners are facing the dual challenges of more frequent weather events as well as disappearing property insurance. One company has been steadfast in insuring coastal properties in Florida for...
The January Effect Continues
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WEEK ENDING 1/19/2024 Year-end wishful thinking dissolves, and it’s about time. Probabilities fade for significant March rate cuts. The voters of Iowa have spoken.
What Could Go Wrong in the Economy?
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WEEK ENDING 1/12/2024 Treasury curve continues to steepen. Noisy CPI numbers for December; dovish PPI. What could go wrong in the economy? Municipal bonds heading into a challenging environment.
Investing Tips from Beer-League Hockey
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Investing can be demanding. It can require some serious brain power… but more importantly, it’s a battle within yourself. It doesn’t matter how smart you are if you’re too emotional or too biased to...