Our Man in NYC

As noted, Our Man wasn’t particularly shocked by the Brexit result and given there have been numerous post-mortems, Our Man’s going to limit...

Portfolio Update   - Equity:  Our Man finally managed to exit the Dr. Reddy’s (RDY) position late in the quarter, for a very marginal profi...

It’s been an exceptionally long-time since Our Man posted a “Things from my Google Reader”, so here’s a bumper edition.  Hopefully, the wait...

Portfolio Update  - Technical: After growing sceptical of the rally during December (but not flashing any major warning signs), the Techn...

Portfolio Update   - Equity: Our Man added to the position in VIPS, after the company disappointed the market with its earnings and guidanc...

So, Our Man realized it’s been an interminably long time since he let you know about stuff of interest from his Newsblur!    After racking h...