Our Man in NYC

In the last post, Our Man discussed what he thought of the world and the factors that were a part of that decision.  While opinion is import...

Our Man has raised a lot of cash in the portfolio over the last couple of months, largely as a result of the exiting most of his Treasury Bo...

Portfolio Update After Our Man’s comments a couple of months ago on the lack of portfolio activity, it goes without saying that September s...

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 ...