Our Man in NYC

Portfolio Update There were only a couple of changes to the portfolio this month, which slightly reduced the bearish tilt of Our Man’s port...

The third NCAV update of the year has been much delayed, as the screen failed to show up any new names that could be added to the Absolute V...

Portfolio Update As the recent Portfolio Thoughts piece hinted, there were a number of changes to the portfolio in the last few days of Oct...

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...