Our Man in NYC

Portfolio Update There were no changes to the portfolio during the Quarter. Performance and Review OM’s portfolio posted a small gain of +0....

It’s been too long since OM posted anything of note, so lets get the ball rolling with the first Things from my Newsblur for 2023. Why Hot W...

Portfolio Update - After the array of changes to the portfolio during the third quarter ( see update ), OM made no changes in the fourth qua...

 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) ...