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...
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FIXED INCOME MARKET INSIGHTS 7/25
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WEEK ENDING 07/22/2022 Highlights of the week: Big News Week Upcoming — Earnings, Federal Reserve, and Pricing Data A Pullback in the Earnings Estimate Are We in a Recession?
FIXED INCOME MARKET INSIGHTS 7/18
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WEEK ENDING 07/15/2022 Highlights of the week: Hot inflation! Choose-your-flavor - headline CPI or PPI Y/Y. Both beat expectations, along with core inflation. Just when your think COVID-19 is in the...
FIXED INCOME MARKET INSIGHTS 7/11
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WEEK ENDING 07/08/2022 Highlights of the week: Nonfarm payrolls increased by 372,000 in June. The consumer price index might hit an all-time high when its June report is released this Wednesday....
FIXED INCOME MARKET INSIGHTS 6/24
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WEEK ENDING 06/24/2022 Highlights of the week: In his semi-annual testimony before Congress, Chairman Powell was resolute in the Fed’s desire to tame inflation. The stock market rallied for the first...
FIXED INCOME MARKET INSIGHTS
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WEEK ENDING 06/17/2022 Highlights of the week: Surprise. The Federal Reserve announces a 75-bps increase. The Fed's desperation rings recession alarms. President Biden's approval rating falls lower...