News, insights and thought leadership from the City Different team.
Jong recently traveled to the UK with his family over Easter. And because he can never stop thinking about investing, below he describes how a trip that started out as a soccer fan’s pilgrimage to...
There’s always a case for owning small and mid-cap U.S. stocks… but right now, it’s hard to ignore just how compelling that case has become. Small and mid-cap U.S. stocks are currently trading at a...
“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...
WEEK ENDING 2/21/2025 Tariffs continue to dominate headlines. Fed remains in wait-and-see mode. Sentiments and housing data skew negative.
WEEK ENDING 2/14/2025 Fixed income seems immune to headlines. “Patience is a virtue; possess it if you can.” Inflation seems untamed. The purges continue.
WEEK ENDING 2/07/2025 Eagles soar past Chiefs to win Super Bowl. Treasury Secretary Bessent wants to bring 10-year bond yield down. Mixed employment data supports Fed’s wait-and-see.
WEEK ENDING 1/31/2025 Two horrific plane crashes claimed 73 lives. Investigations into causes are underway. DeepSeek is not an AI hallucination… we think. Purges of FBI, Department of Justice, and...
WEEK ENDING 1/24/2025 The fear and the opportunity of high interest rates. Fed meets Wednesday for the first time this year. Here come the tariffs.
WEEK ENDING 1/17/2025 CPI report dilutes jobs report, for now A new administration began Monday Prepare for volatility
WEEK ENDING 1/10/2025 Strong jobs numbers dampen view of Fed Rate cuts. Fiscal and tariff uncertainty cause market sell-off. Damage and loss of life in LA County climb. Register for our fixed-income...
WEEK ENDING 12/13/2024 Fixed-income market endures a “yield rally” and a steeper yield curve. Inflation proves sticky — even grocery prices will be hard to reverse. Trump named Time’s person of the...
WEEK ENDING 12/6/2024 We’re back! Rallies continue as Powell urges caution. Saturday, December 7, marked the 83rd anniversary of the attack on Pearl Harbor — ‘a day that will live in infamy.’ Taylor...
WEEK ENDING 11/22/2024 Are we in a temporary inflation lull? Will the next administration’s policies raise inflation? White meat or dark? Happy Thanksgiving from all of us.
WEEK ENDING 11/15/2024 Treasury rally continues since mid-September Market still pricing a December rate cut President-elect Trump’s cabinet is taking shape
WEEK ENDING 11/8/2024 We have a new president—well, maybe not new—along with a “red wave” Week-to-week changes hide volatility Oh, and the Fed cut the Fed Funds range by 0.25%
WEEK ENDING 11/1/2024 The yield rally continues Welcome to the show that never ends Buckle up; Election Day is Tuesday
