Our Man in NYC

Frankly, Our Man is somewhat surprised by the slide over recent days having expected to hear a number of companies talk about how 2010 (or 2...

Long TLT So Our Man in NYC (“OM”, or “Our Man” depending on my mood, laziness, etc) feels like a recalcitrant school boy writing this post, ...

So what, you may be wondering, is the point of this blog. Well, it’s a way of enforcing discipline to put investment thoughts down on paper...