Our Man in NYC

While Our Man has been involved in finance since leaving University, he took a non-normal route (i.e. has never spent a day inside an invest...

One of the things that Our Man has noticed from his years in and around the hedge fund industry is that ability to manage a portfolio and th...

- Private Sector takes up the slack While it’s been clear that a lot of demand in Q3 and Q4 has been government driven, the idea is that th...

Performance Review December provided Our Man’s first dose of reality, with the portfolio bleeding steadily during the month resulting in a ...

The first few fingers relate to the possibility of Banks suffering from “rolling waves of defaults” (Our Man thinks Mike Mayo, of Calyon Sec...

This is Our Man’s way of (exceptionally broadly) applying the concepts of Bak-Tang-Wisenfeld’s sandp ile model to how he thinks about invest...

You may have noticed, over the last few of days that Gold fell back into Our Man's stop loss range. Now given that Our Man is a fairly ...