Our Man in NYC

It's only been a few weeks since OM's last Things from my Newsblur — maybe this is the new cadence. As a treat, a couple of fun ones...

Portfolio Update  - Uranium (URNJ): Exited at the end of April – a couple of months later than ideal, as flagged last quarter. OM is now mor...

It's been a while since OM's last Things from my Newsblur, and the reading pile has not disappointed. This edition runs the full gam...

Portfolio Update  - After an extended period without the anticipated rebound, OM exited substantially all Blockchain exposure (with Bitcoin ...

Portfolio Update  All portfolio additions this quarter were in Commodities/Mining, with new positions in Ivanhoe Mines (IVPAF), Prospector M...

Portfolio Update  Our Man made minor adjustments to the portfolio in the final days of the month, taking profits in Uranium (trimming both ...

This “Things from” post is the opposite of the last one; a single speech, which I’ve also excerpted the key section of below.   It was made ...