Our Man in NYC

Portfolio Update There were no changes to the portfolio during Q4. Performance and Review After a strong start to the quarter the portfolio ...

Some final things from my Newsblur to finish up the year, including helpful 2025 advice (from Cal Newport) and additional information on the...

 Portfolio Update - Uranium: OM made a small addition to his position in the Junior Miners (URNJ) in the middle of the quarter. Performance ...

It’s been a while since OM appeared in your inboxes, and so what better way to return than to catch-up on some of the things he’s been readi...

Portfolio Update Our Man made some changes to the portfolio, with most of the theses discussed in the recent portfolio updates. Uranium:   O...

The positions in European/UK Banks (11.5% position) and Argentina (7.0%) represent classic dislocations, where investors have been disappo...

OM was starting to write a short note on the current market environment, but finds those notes dull to consume and OM has little original to...