Our Man in NYC

It’s been a while since OM gave a portfolio update, but after much promising, here it finally is… International/Country – 34.6%   The Int...

A slight change to our regularly scheduled programming here (and going forwards).  Due to the busy-ness of life, rather than give you monthl...

Portfolio Update   - Our Man had to reduce the size of the portfolio at month-end (pesky kids…) and given that all positions were going to...

Portfolio Update  - International/Country:   OM reduced the size of the Argentina position after exiting the position in Banco Macro (BMA...

Portfolio Update   - International/Country:  As the Greece negotiations reached their conclusion, OM re-entered the positions in Italy (EWI...