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Sunday, September 18

Some things I think, I think - Post-Brexit edition

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- Donald Trump will (continue?) to do better than expected Yes, in many ways he’s a very flawed candidate and he’s exceptionally unpopula...
Saturday, July 30

BREXIT and Power to the People

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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...
Friday, July 15

2016: Second Quarter Review

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Portfolio Update   - Equity:  Our Man finally managed to exit the Dr. Reddy’s (RDY) position late in the quarter, for a very marginal profi...
Friday, July 8

Things from my Google Reader; 2016 Part I

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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...
Sunday, April 24

2016: First Quarter Review

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Portfolio Update  - Technical: After growing sceptical of the rally during December (but not flashing any major warning signs), the Techn...
Thursday, February 4

Fourth Quarter 2015 Review

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Portfolio Update   - Equity: Our Man added to the position in VIPS, after the company disappointed the market with its earnings and guidanc...
Sunday, December 20

Things from my Newsblur: December-2015 - The wait, what, this still exists edition?

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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...