Our Man in NYC

Portfolio Update   - Technical Book:  As discussed in the recent portfolio update, the technical book.  All 3 of the indices (S&P 500, ...

With 2013 representing the second consecutive flat year for Our Man, it made sense to spend the holiday period thinking about whether any c...

It’s traditional that as the calendar turns over to start a new year, folks make some resolutions.   Well, Our Man’s are to keep you a littl...

Portfolio Update   - Puts/Hedges:  Our Man increase his position Short Brazil, through a further purchase of out of the money Jan-15 put ...

Portfolio Update   - Puts/Hedges:  Our Man opened a position Short Brazil, through purchasing out of the money Jan-15 put options on iSha...

Portfolio Update   - Puts/Hedges:  The sole addition to the portfolio was acquiring some well out-of-the-money Jan-15 puts on EWJ, the iS...

Welcome to part 2 of this “Things from my…”, though you’ll notice that I cunningly waited till the calendar rolled over to October so that I...