Our Man in NYC

It's been a while since OM's last Things from my Newsblur, and the reading pile has not disappointed. This edition runs the full gam...

Portfolio Update  - After an extended period without the anticipated rebound, OM exited substantially all Blockchain exposure (with Bitcoin ...

Portfolio Update  All portfolio additions this quarter were in Commodities/Mining, with new positions in Ivanhoe Mines (IVPAF), Prospector M...

Portfolio Update  Our Man made minor adjustments to the portfolio in the final days of the month, taking profits in Uranium (trimming both ...

This “Things from” post is the opposite of the last one; a single speech, which I’ve also excerpted the key section of below.   It was made ...

Portfolio Update  As noted in the recent portfolio update , Our Man made several changes to the portfolio during the second half of April.  ...

While it’s been a while before this first Things from my Newsblur, this post is both longer than normal and wider ranging so there should be...