Our Man in NYC

Portfolio Update All of OM’s changes to the portfolio came at the end of the quarter. - Shipping/Tankers:  OM added a position in Frontline ...

Portfolio Update - Uranium:   One of the benefits of having a position appropriately sized for your conviction and risk tolerance is that yo...

 As summer rolls around, here’s Part II for your beach reading! The Man Who Broke Bowling If you’re anything like OM, you occasionally find ...

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...