News, insights and thought leadership from the City Different team.
“If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my...
If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles...
Around age 40, my annual checkup started including additional tests. These tests are meant to keep me healthy, but they also have the ancillary effect of stressing me out while I await the results....
Alternative investments are having a moment... but is the hype justified? In this candid conversation, Chris Ryon (co-founder of City Different Investments and half of our fixed income desk) sits...
“If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my...
If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles...
Around age 40, my annual checkup started including additional tests. These tests are meant to keep me healthy, but they also have the ancillary effect of stressing me out while I await the results....
So you wanna sell your business. As you can probably imagine, there’s a lot of steps between that thought and executing on it. To that end, we previously published a post outlining the 6 steps to...
When we’re chatting with clients, we often get the same flavor of questions about bonds (we would bet if you have exposure to the bond market, you’ve wondered some of these as well…). So we wanted to...
Vanguard just dropped the hammer on ETF fees again, slashing its average expense ratio to a jaw-dropping 0.07%. That’s a big deal in an industry segment where “fees are one of the most important...
This week, a surprising announcement from China’s Deep Seek sparked a lot of market chatter (and, ya know, vaporized nearly $600B in market value from Nvidia). Deep Seek claims it developed an...
If you’ve ever bought or sold a business (or are just a follower of publicly announced mergers and acquisitions), you’ve likely heard the term “rollover equity." Rollover equity is basically any...
9/10 is an exceptional mark in almost all applications. If a restaurant has a 9/10 on Yelp or Foursquare (yes, Foursquare is still an excellent restaurant rating app), it means the restaurant is...
Every few years, it seems like the municipal bond market can’t resist a good scare story. This time, it’s the potential for Congress to alter the tax-exempt status of muni bonds — an idea making the...
Explaining Wednesday’s complete market route. All markets, be they equity or fixed income, took a proverbial kick in the shorts on Wednesday. The S&P 500 index finished the day 178.45 points lower...
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...
Given Trump’s upcoming policy guidance, there are reasons to believe that inflation could soon be on the rise. This begs the question, “Are we in a temporary inflation lull? To answer that, let’s...
For years, Warren Buffett’s advice has been pretty clear — for most investors, the S&P 500 is the safest bet. “Just buy the index,” he’s famously said. And for the past decade, he’s been pretty right...
"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...
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...
Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can...
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...
We believe that a strategic, actively managed approach to fixed income investing often outperforms the alternative. You might be familiar with active management when it comes to equities, but what...
Much as truly active equity investing can result in greater returns for investors (even net of fees), so too can active management of fixed income securities. We’re big believers in the power of...
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...
A decade ago, fixed income trade analysis was like a country club — very few people had access to it, the asymmetry of information was staggering, and so much of the market was effectively word of...
