Our Man in NYC

Argentina 9.7% (International Book) Argentina has been a long-held thesis in the portfolio, it is approaching its 3 rd anniversary, wit...

Brazil is the largest position in the portfolio by a significant margin, as OM feels it’s in that sweet spot when all of the relevant factor...

There were a number of changes to the portfolio during the quarter.  A brief summary is below, but expect a broader portfolio review (likely...

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...