Our Man in NYC

 Portfolio Update - Our Man made an array of changes to the portfolio, which are all described in the September 2022 portfolio update . Perf...

A small note on the current environment and market; economic conditions are uncertain and are being impacted by a cross-current of conflicti...

Hopefully, you’ve all had a fine summer – here are some interesting articles that piqued OM’s interest over the break!   The Incredible Tale...

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...