Our Man in NYC

Portfolio Update Please see the recent Portfolio Update piece, for some thoughts on the current portfolio and its structure.  During the qu...

For those who follow markets, I’m sure you’ve seen numerous pieces trying to look at the dichotomy between the rallying stock market and the...

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...