Our Man in NYC

Given the recent and likely ongoing volatility, OM wanted to talk about how plans on managing his Shipping positions .  As such, this post ...

Portfolio Update - Added to Enterprise SaaS (Thematic: 4th Industrial Revolution):  Over the summer, Our Man lamented the lack of a good ...

A long update on shipping as Our Man took advantage of the pullback in product and crude tankers, and the increasing proximity of IMO 2020,...

Portfolio Update - Added to Greece (Dislocation):  Greece is the Word …and OM took advantage of the pullback in Q3 to add yet more. -...

A surprisingly timely Things from my Newsblur covering a broad array of topics.   Given that, why not start with everyone’s least favorite ...

Argentina fell under the same thematic umbrella as the positions in Brazil, India and Vietnam; a relatively ‘young’ nation that had moved ...

Our Man began an update on the thematic positions but it quickly got rather wordy and overly complicated.  Fortunately he stumbled across t...