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...
Informed Investor: Total Return
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Why we focus on ‘total return’ (and what that means for your portfolio) When evaluating the performance of our strategies from our fixed income desk, we focus on total return. In our view, it’s the...
Informed Investor: Tariffs
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Tariffs: The Illusion of a Quick Fix in a Complex Global Economy Tariffs are one of those ideas that sound simple enough on paper: we tax imported stuff... that makes domestic products more...
Informed Investor: Just Say No To Robo (Advisors)
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Algorithms run our lives. For better or worse, they undergird most of modern society. In some ways, it’s great — they can get us the right information at exactly the right time, surface a new video...
Informed Investor: Inflation ≠ Prices
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Inflation is one of those words that has become ubiquitous… it’s everywhere (and has been for years now). It’s a crucial economic indicator to be sure, but you rarely read a single business news...
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Long Term Investing—A Walk in the Park
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There’s a great metaphor that describes in pretty perfect detail how you should think about investing. It comes from Ralph Wanger, a legendary investor (as quoted in The Four Pillars of Investing):...
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Bespoke vs. Off the Rack
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Mutual funds are off-the-rack, SMAs are bespoke tailoring. Which do you prefer?
Informed Investor: Ladder, Barbell, Bullet
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We’re trying something new here — most of our content (and the investing content out there) falls into one of two camps:
What Easter egg hunts can teach us about investing
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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...
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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...
3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor
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Financial markets continue to oscillate, testing investors’ nerves and patience. As professional investors with decades of experience — including investing through bear markets and full interest rate...