Our Man in NYC

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

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 - Uranium:  OM made a small tweak to his Uranium exposure, slightly reducing the broader exposure to Uranium Miners (URNM) ...

Portfolio Update   - India:  OM added to the portfolio’s India exposure through bother larger caps (INDA) and smaller/mid caps (SMIN).  OM a...

The largest core theme across OM’s portfolio is things where supply is limited and where there is increasing demand.  Most obviously, you’re...