Value Investor Insight Article "In Transition"
![]()
Trouble viewing the article? Click for pdf version
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
![]()
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?
![]()
"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...
Decrease Volatility by Embracing it
![]()
In my last blog post, I talked about how “thinking like an endowment trustee” can provide a real advantage to both financial advisors as well as retail investors when thinking through your investing...
Adding SMAs to Your Clients' Portfolios
![]()
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more...
Helping Nonprofits Turn Profits
![]()
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits...
Henry Ford, Labor Strikes, and Investing
![]()
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal...
Golar LNG Limited: Ready to Set Sail
![]()
“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
The Old Normal
![]()
Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for future increases (data dependent). This left us...
It's a Great Time for Muni Bonds
![]()
We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January / February period and the June / July period. These...
Fixed Income as a Service
![]()
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...
Your Questions Answered
![]()
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?
![]()
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...
Investing in the Nuclear Renaissance
![]()
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...
Grippy Mountain Bike Shoes
![]()
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...