Our Man in NYC

Portfolio Update   - Currencies: Our Man fully exited his Short Japanese Yen position (YCS) during the middle of the quarter.  The yen’s re...

OM is back!!! Yes indeed - after a short hiatus while he changed jobs and the OM family moved apartments, Our Man has returned.   And what b...

Portfolio Update  Below is a summation of the updates to the portfolio during Q1; the rationale behind these moves was largely discusse...

Given there were a number of new additions to the portfolio at the end of 2016 and in early 2017, this seems like an appropriate moment to l...

In an effort to start 2017 off on the right foot, here's a “Things from my Newsblur (formerly Google Reader)” to start off the New Year....

Portfolio Update  -   Currencies:   In mid-October, as it became clear that the Federal Reserve were likely to raise rates in December, w...

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...