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...
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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IHS Towers: A Comeback Story for 2026
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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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Staying Invested
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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...
Turning Macro Anxiety into Portfolio Opportunity
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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...
A Looming Uranium Shortage?
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"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...
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The Prospects for Uranium
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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...
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Overview of Golar LNG Ltd. (Nasdaq: GLNG)
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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...