Our Man in NYC

OM changed jobs this summer and the process helped hone his view of what’s important investing and makes for a good investor.   Rather than...

With summer ending, what better time for the latest “Things from my Newsblur”?   As usual, the more serious (and finance) things are nearer ...

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....