Our Man in NYC

Our Man followed through with the things on his docket last week , reducing the portfolio’s exposure about 8-10% above Thursday's marke...

Well, that was a fun! *sarcasm alert* Our Man isn’t a doctor and, unlike far too many in finance and politics, he doesn’t even want t...

With OM’s position in Greece having been sized up to 20% of the portfolio (start of Q2), it deserves a post of its own!    While OM  has pr...

As a follow-up to OM’s last piece on his investment philosophy and strategy, this one looks at how the current portfolio fits within that f...

Well, that was fun!  After a serene 2017 and a rampant January, Mr. Market handed out a harsh dose of reality during February with the S...