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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Fixed Income as a Service
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Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives, outsourcing, you name it. But we think a huge change...
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The Rodeo Came to Jackson Hole
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WEEK ENDING 8/25/2023 Highlights of the week: The rodeo came to Jackson Hole last week. Important economic data is hitting this week. China's stimulus fails to get investors excited.
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Your Questions Answered
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Are we headed for a recession or what? Why are mortgage rates still going up? Why shouldn’t I put all my cash into CDs right now?
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Why is the Economy so Resilient?
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The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing their outlooks from “a recession is around the...
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A Snake in Country Garden
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WEEK ENDING 8/18/2023 Highlights of the week: Treasury continues to bring big supply to the market. China has another real estate problem: a snake in Country Garden. This time, maybe it will be...
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Supply Fears Grip the Fixed Income Markets
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WEEK ENDING 8/11/2023 Highlights of the week: Inflation data mixed, with expectations of the Fed being on hold in September Treasury continues to bring big supply to the market China has a liquidity...
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Tempest in a Teapot
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WEEK ENDING 8/4/2023 Highlights of the week: U.S. Government Bond rating downgraded to AA+ by Fitch — a tempest in a teapot. Treasury rates increased but not because of the downgrade. Former...
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Call off the Recession Warnings
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WEEK ENDING 7/28/2023 Highlights of the week: Fed hikes rates another 25 basis points putting policy range at 5.25% – 5.50%. Powell still focused on inflation that remains higher than 2% goal....
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Investing in the Nuclear Renaissance
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Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the...
The Summer of Strikes
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WEEK ENDING 7/21/2023 Highlights of the week: A quiet week for the markets awaiting Fed’s July rate decision and the latest inflation read. You cannot make this stuff up! MTG with Hunter Biden nudes,...
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Grippy Mountain Bike Shoes
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Like many people during the pandemic, I decided to pick up a new hobby. With basically everything shut down, and the outdoors being one of the only relatively safe spaces available to us, my quest...
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Inflation on the Run
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WEEK ENDING 7/14/2023 Highlights of the week: Is inflation on the run? Why are consumers more confident? “Thank you for your service.”
Avoiding The Cash Trap
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5.5% seems like a pretty great investment return for cash-equivalent instruments. Given how low the risk is for a CD or money market funds, taking the 5.5% and running seems like a solid bet right...
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More Fireworks
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WEEK ENDING 7/7/2023 Highlights of the week: We celebrated the 4th of July last week, but the real fireworks were on the 6th. Money funds are seeing all the love. Members in the House are fighting...
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Global Equity Philosophy
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Learn more about the Global Equity Strategy from our Global Equity Portfolio Manager, Vin Walden.
Small-cap, large-cap, index funds, oh my!
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There’s been an interesting discrepancy between the stock market performances of U.S.-listed large vs. small-cap companies in 2023. The S&P 500, which comprises the largest 500 companies listed in...
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Russian Weekend
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WEEK ENDING 6/23/2023 Highlights of the week: A short-lived revolt in Russia over the weekend could cause even more market volatility. As the world gets scarier, remember that fear is never a good...
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Recession Status?
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WEEK ENDING 6/9/2023 Highlights of the week: Market expects a temporary pause from the Fed this Wednesday. What’s the status of the recession?
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CDI goes B
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As the climate crisis escalates and social inequality widens, businesses are increasingly held accountable not just for their profits, but also for their impact on both people and the planet. The B...
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When to hold 'em and when to fold 'em
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WEEK ENDING 6/2/2023 Highlights of the week: We hope everyone had a great Memorial Day weekend. Yay! The United States did not default on its debt. But we had to endure an ugly kabuki dance to get...
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Memorial Day Default Madness
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It’s the Friday before Memorial Day, a national holiday honoring all those who died while serving in the U.S. military. It’s also seven days before the United States hits the default wall. The...
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Debt Ceiling Debate Continues 5/22/23
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WEEK ENDING 5/19/2023 Highlights of the week: Soft landing still a possibility. June rate hike slowly being put back on the table. Is it a good time to buy bonds?