Our Man in NYC

Portfolio Update - Uranium:  Our Man continued to materially increase the Uranium position, as the positive signs continued . - Blockchain/C...

It’s been too long since OM’s last “Things from” so I’ll spare you much of an introduction.  The broad inspiration for this “Things from” is...

It’s been a while since OM last talked about Uranium in depth – over 2.5 years(!) – and with it closing in on becoming the largest position...

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...