Our Man in NYC

Portfolio Update   - Currencies:  After their strong recent performance, OM trimmed back his positions Short the Euro (EUO) and Short the Y...

Portfolio Update   - Technical:  Our Man bit the bullet and re-entered the Technical positions (in DDM, QLD and SSO) during the month.  The...

2014 has largely been a year of missed opportunities for OM, some unfortunate (e.g. what eventually turned out to be a false sell signal in ...

Portfolio Update   - Technical:  Much to OM’s chagrin, the moves in the indices in early November confirmed that that the late-September/ea...

Portfolio Update    - Technical:  After September’s initial sell signal, the second trigger to sell (implying a correction is likely, i.e. ...

Portfolio Update   - Technical:  For the first time in a long-time (i.e. well before OM added the Technical book to the portfolio), the...

Portfolio Update   - China Thesis:  With data out of China continuing to be tepid and signs that the US is at the beginning of the end of i...