Our Man in NYC

Some final things from my Newsblur to finish up the year, including helpful 2025 advice (from Cal Newport) and additional information on the...

 Portfolio Update - Uranium: OM made a small addition to his position in the Junior Miners (URNJ) in the middle of the quarter. Performance ...

It’s been a while since OM appeared in your inboxes, and so what better way to return than to catch-up on some of the things he’s been readi...

Portfolio Update Our Man made some changes to the portfolio, with most of the theses discussed in the recent portfolio updates. Uranium:   O...

The positions in European/UK Banks (11.5% position) and Argentina (7.0%) represent classic dislocations, where investors have been disappo...

OM was starting to write a short note on the current market environment, but finds those notes dull to consume and OM has little original to...

Portfolio Update Our Man made a smattering of changes to the portfolio in mid-January.    The changes saw some new dislocations/themes added...