Our Man in NYC

Portfolio Update   There were numerous changes to the portfolio during April, which are recapped here. Performance Review   April w...

At the beginning of April, OM (and Mrs OM) added a little bit of money to the portfolio despite the recent weak performance (we’ll leave it...

Portfolio Update   There were no changes to the portfolio in March. Performance Review     March was the portfolio’s first positive ...

With Google announcing its closing down Google Reader , Our Man is amongst many on the hunt for a new RSS feed aggregator but more important...

Portfolio Update   There was a couple of changes to the portfolio during the month:  - Puts/Hedges: A put position in EWG (Jan-14, $18 ...

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 ...