Our Man in NYC

With Europe deciding what to do with Greece, and with the Fed about to try their latest unconventional policy to get the economy going (or a...

Portfolio Update After Our Man’s recent comments on the lack of portfolio activity, it goes without saying that August proved to be one of ...

As some of you may have noticed, despite the attempted rallies, the markets have not been a pretty sight this month!  No doubt, if you’ve ha...

Portfolio Update There were no changes to the portfolio during July. Performance Review After positive performance on each of the first 8 ...

“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...