Our Man in NYC

Since Our Man is heading off (with Mrs OM) on his holidays tomorrow, he thought he’d leave with you with something to ponder in his absen...

In the past, Our Man has opined a lot on the difference between opinion and execution, and how it is vital to consider this difference wh...

Our Man has long been skeptical of the “China story” and the seemingly commonly held view that China is the panacea, since GDP growth the...

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...

Portfolio Update May saw very limited changes to the portfolio; largely reflecting Our Man’s belief that over the coming months markets are ...

When Our Man was growing up in the leafy yet mean suburbs of London during the late 80’s and early 90’s, the most popular idiom floating aro...