Our Man in NYC

“Hush my darling, don’t fear my darling The lion sleeps tonight” - "Mbube", by Solomon Linda and the Evening Birds (the original) ...

Portfolio Update   Our Man is back from his vacation, so a brief but late update on June, which saw changes to the portfolio.   Performance...

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...