Our Man in NYC

This post is a little earlier than anticipated for 3 very good reasons; (i) it includes my most education link to date (Compounding: Why don...

Here are some charts that have caught Our Man’s beady eye over the recent few weeks: 1) Double Dip in Housing? The above graph (courtesy of...

As Our Man suggested last week, now’s a good time to check-in on China and that’s because there have been subtle signs of a slow-down there....

In the words of President Eisenhower; “plans are nothing, planning is everything” - here are some of the things that Our Man’s been looking ...

Given the dearth of posts over the last few weeks, it would certainly be fair for you to wonder where Our Man has been!  Sadly, there are no...

Portfolio Update There were no changes to the portfolio during February though we did receive the semi-annual interest payment on the Aug-2...

Hopefully, Our Man will have more productive things to say in the upcoming weeks but until then…here’s some things from my google reader!  A...