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...
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.
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?
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...
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...
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...
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...
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....
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,...
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...
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...