News, insights and thought leadership from the City Different team.
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When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re...
The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary...
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Earlier this quarter Stanford released its 2026 Search Fund Study. It's the closest thing the search fund world has to a census; it covers 862 funds, success rates, and key performance metrics...
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I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded in fixed income mutual funds — especially...
2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of strong market gains and high trading activity led to...
