News, insights and thought leadership from the City Different team.
"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...
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...
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...
WEEK ENDING 8/9/2024 Diversification matters The market’s implied probabilities of future events are often wrong We’ll miss the 2024 Olympics – sure beats politics
WEEK ENDING 8/2/2024 Welcome home, Paul Whelan, Evan Gershkovich, and Alsu Kurmasheva Paris took center stage… Until the jobs report spoiled the party, that is.
WEEK ENDING 7/26/2024 Goldilocks data before the Fed meets Wednesday GDP at 2.8% in Q2, thanks to strong consumer spending A brief overview of the Tax Cuts and Jobs Act
WEEK ENDING 7/19/2024 President Biden drops out of the presidential race. Like The Who, we “Won’t Get Fooled Again” — though it seems a rate cut is in the offing. “Won’t you please come to Chicago...
WEEK ENDING 7/12/2024 June’s cooling CPI makes the case for lower inflation. Probability of a Fed September rate cut of 25 basis point is currently at 95%. Former President Trump attacked at a rally.
WEEK ENDING 7/5/2024 When will the Fed make its next move? Costs of avoiding the “Cash Trap” are on the rise. Try not to laugh: “His Highness, the President of the United States of America and...
WEEK ENDING 6/21/2024 A midyear review of investment grade corporates Softening consumer data Happy Independence Day (a bit early)
WEEK ENDING 6/14/2024 Higher-for-longer tested by recent economic reports Supreme Court for sale CDI wishes all dads a Happy Father’s Day
WEEK ENDING 6/7/2024 Wednesday doubleheader: CPI data release and Fed meeting. Strong labor market dampens probability of July rate cut. Landmark election year for the world.
WEEK ENDING 5/31/2024 “I just don’t know.” Municipal bond market underperforms prior to seasonal summer drought. 34–0
WEEK ENDING 5/17/2024 Core CPI increases by 0.3%; softer after higher inflation prints in Q1. Receipts come back with lower retail sales numbers. Three paths to monetary policy: hold, ease, or ease....
WEEK ENDING 5/10/2024 Happy belated Mother's Day from all of us at City Different Investments. A very quiet week on the economic release front. Next week brings another look at CPI and PPI. Mike...
