Our Man in NYC

Portfolio Update   - There were no changes to the portfolio during July. Performance Review   The portfolio posted a small gain o...

Portfolio Update The market volatility during June created a number of opportunities to add to existing positions and start new ones dur...

Portfolio Update   - Other Equities:  After adding the exposure to the equity markets of Greece (GREK) and Italy (EWI) to the portfolio ...

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 ...