Our Man in NYC

It’s been a while since I have posted, something that reflects the fact that while the market has moved around recently I feel it’s been of ...

There are many things that Our Man tries to avoid talking about in this blog, mainly because they’re terribly dull.  However, some of these ...

Performance Review October proved another strong month for equities as the economic data continued to point towards lackluster (but positiv...

Not much has changed with the portfolio over the last few months, so this represents the first update in a while following a couple of trade...

While not much has happened in recent months to warrant changes to the portfolio, the single most interesting thing has been the march of th...

You may have noticed posting has been rather light recently, and there are of course some fine excuses for this.  In part it’s because Our M...

Performance Review  September proved the strongest month for equities in some time as a result of both economic data steadying and market p...