Our Man in NYC

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

OM used the ‘Liberation Day’ volatility in the market to concentrate the portfolio into his highest conviction ideas and reduce/exit others ...

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...

A small note on the current environment and market; economic conditions are uncertain and are being impacted by a cross-current of conflicti...

 Portfolio Update - Carbon Credits:   OM has debated taking a position in carbon credits for a while but finally took the plunge at the star...