Our Man in NYC

Our Man hasn’t really written a post of substance in a while, for a mixture of good and bad reasons.  On one-hand, Our Man doesn’t really li...

Portfolio Update January saw only limited changes to the portfolio, and these changes largely reflected thoughts/themes that have been d...

Our Man recently looked at some of the things that could help the economy and markets in the upcoming year, now for some of the things that ...

Traditionally, at the start of each year, Our Man looks at some of the major things that could help or hinder the economy and markets dur...

Portfolio Update There were only a couple of changes to the portfolio this month, which had no real impact on the portfolio. - NCAV: Th...

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...