Our Man in NYC

Portfolio Update There was a couple of changes to the portfolio during the month:   - Puts/Hedges: A put position in XLB (Jan-14, $33 st...

Our Man’s performance last year was disappointing, and one of the major sources of the disappointment stemmed from failing to capture some ...

Ou r 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 during...

P ortfolio Update There was a solitary change to the portfolio during the month: - Hedges/Put Options:  A put position in XLP (Jan-14, $...

Portfolio Update There were a couple of changes to the portfolio during the month:   - The position in Treasuries (TLT) was closed duri...

It has been a long time since the first NCAV update of the year, but this represents the process failing to show up any names that could be ...