Our Man in NYC

Portfolio Update - Uranium:  OM made a small tweak to his Uranium exposure, slightly reducing the broader exposure to Uranium Miners (URNM) ...

OM has been very delinquent in updating the blog during a busy first half of 2022 - hopefully, this is the start of a little more frequent p...

 Portfolio Update - Carbon Credits:   OM has debated taking a position in carbon credits for a while but finally took the plunge at the star...

Portfolio Update   - India:  OM added to the portfolio’s India exposure through bother larger caps (INDA) and smaller/mid caps (SMIN).  OM a...

Portfolio Update    OM made some portfolio sales near the very start of the quarter:   - Uranium:  OM trimmed his Uranium positon by approxi...

Portfolio Update OM made a number of changes to the portfolio during April with the catalyst being an influx of cash into the portfolio, aka...

After a very quiet Q1, OM made a number of changes to the portfolio during April with the catalyst being an influx of cash into the portfoli...