Our Man in NYC

Our Man was going to write an update along the lines of “Thinks I think I think”, as the portfolio has shifted far more than normal (and has...

Portfolio Update   - Precious Metals:   As mentioned in the recent post, Our Man exited all of his positions in precious metals (GLD, GDX, ...

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

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...