Our Man in NYC

I hope you’re all safe and not going too stir crazy!   A broad Things from my Newsblur covering everything from Lord of the Flies, to Ewoks...

Portfolio Update The rationale behind most of Our Man’s main portfolio changes was discussed in the recent post, No Más !! The subseq...

Yup, it’s yet another Tankers post!  If you think that all OM talks about is tankers, you’d be right and Mrs. OM and his colleagues can vou...

With COVID-19 having spread to the West, OM has repurposed this Things from my Newsblur into a COVID-19 special.   Hopefully, a non-COVID-1...

Our Man followed through with the things on his docket last week , reducing the portfolio’s exposure about 8-10% above Thursday's marke...

Well, that was a fun! *sarcasm alert* Our Man isn’t a doctor and, unlike far too many in finance and politics, he doesn’t even want t...

Almost 50% of Our Man’s losses in January and February came from the Shipping positions.  There's a broader post on OM's thoughts c...