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...
Is it time to get into the fixed income market?
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Since opening our doors at City Different Investments, it is finally time to say— segments of the fixed income market are starting to get interesting! The fixed income markets have endured a...
Inflation is Here: Bribing Workers to Return
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The following is an excerpt from a longer article, Rechecking Our Inflation Predictions: Inflation is Here - But for How Long?
Remember, Remember, the Third of November
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On November 3, the Federal Reserve Bank announced it will begin tapering bond purchases later this month – reducing monthly Treasury purchases by $10B and mortgage-backed securities by $5B. While the...
Alert: The Hidden Risks That Might Be Lurking in Muni Bond Mutual Funds
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If you invest in municipal bond mutual funds, some odd quirks about the way mutual funds work could have a big impact on your risk.
There’s More to Muni Bonds Than Taxes
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Municipal bond investors are spending a lot of time talking about taxes. They worry the Manchin and Sanders wings in Congress will finally reach a compromise on the infrastructure and reconciliation...
A View from the City Different Bond Desk
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Based on historical measures, tax exempt municipal bonds are rich to just about every other fixed income asset class! The three examples below illustrate how tax exempt municipal bond yields compare...