News, insights and thought leadership from the City Different team.
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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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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After a few years of rate shocks, inflation whiplash, and underwriting gymnastics, 2025 felt like a year where dealmakers could finally take a full breath… and then immediately remember there’s still...
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Shares of London-based IHS Towers crashed during the post-COVID turmoil of 2022-2024. But could they rise again? Cell towers are a critical element of communications infrastructure, enabling the flow...
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Why Time in the Market Beats Timing the Market You might think investors unequivocally love periods of sustained market strength. But, that’s obviously not the case. Money managers fret about market...
Everywhere you look right now, headlines seem dour: the dollar is weakening, inflation is simmering, geopolitics are rocky (at best)... it’s enough to worry even seasoned investors. But there’s...
Jong recently traveled to the UK with his family over Easter. And because he can never stop thinking about investing, below he describes how a trip that started out as a soccer fan’s pilgrimage to...
"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...
City Different Investments is known for finding compelling opportunities that may lie off the beaten path of Wall Street. Last week we caught up with our intrepid portfolio manager Vin Walden, on the...
Vin Walden recently sat down with the Wall Street Transcript to discuss potential dangers lurking in the stock market. Find out which companies he thinks investors should avoid. Electric Cars and AI...
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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...
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“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
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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...
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Learn more about the Global Equity Strategy from our Global Equity Portfolio Manager, Vin Walden.
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Imagine the pollution caused by 100 million additional cars on US roads every year—that's what we avoid by using nuclear power. Nuclear power plant in Germany Photographer: Julian...
We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to...
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Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli (in service) and Gimi (80% completed, to be...
