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April 8, 2010 Panama City, Panama Do you remember that really awkward phase we all went through as adolescents? Growth spurts, voice changes, menstruation, and yes, pimples– in the end, while we all came out of it more mature and grown up, there was a difficult and sometimes painful transition period in which
April 2, 2010 Panama City, Panama It’s been a great week so far in Panama. Each time I come back to this country I become even more sure in my conviction that Panama has a bright future. For the next few days, though, I am going to set aside market forecasts and expatriation
March 24, 2010 Hong Kong, SAR One of the worst things that can happen to a country is to experience a brain-drain. The loss of productive people who create new technologies and companies means the loss of the jobs and wealth that they create. The long-term aggregate effects of this can be truly
March 10, 2010 Pattaya, Thailand Yesterday I apparently declared a premature end to major combat operations against the virus that has invaded my body. Maybe it was just the celebratory Mexican food I ate last night to commemorate the end of my 4-day sickness, but I now seem to be experiencing my own
February 19, 2010 Bangkok, Thailand I really need to start out today’s letter by expressing how truly humbled I am to be part of such a fantastic community. Matt and I have spent much of the last few days combing through resumes (200+ so far) for the job openings that I posted on
February 17, 2010 Bangkok, Thailand I couldn’t believe what I was hearing… and I found myself wondering out loud- “Are these people insane??” Apparently, yes. I was watching Richard Edelman this morning on Bloomberg Television discussing the latest results of his research and PR firm’s annual “trust survey.” Edelman takes a scientific poll
February 16, 2010 Bangkok, Thailand The popular press has been bandying a lot of cute acronyms for the ‘sick’ European countries. I have seen PIIGS, STUPIDs, and DUHs… and while the individual circumstances of each country are different, they all have one thing in common– Their obligations far exceed their assets, and they
February 5, 2010 Mexico City, Mexico Greetings once again from Mexico; I’m sure many who listen to the mainstream press would be amazed to find that I have spent 48 hours on the ground here with nary a swine flu infection nor simple mugging to report. I did, however, miss my flight to
January 19, 2010 Mexico City (DF), Mexico For such a pale skinned gringo, his Spanish was impeccable. We were both sitting in the business class lounge at the airport, and the fluidity with which he was prattling away in Spanish on his mobile phone caught my attention. Ordinarily, given his very light complexion
It was an interesting weekend, to say the least, and what I am about to tell you is a true story. I ‘intended’ to drive down to Gibraltar this weekend, hop a ferry for Morocco, and spend a few days in Africa. As it happened though, once the famous Rock of Gibraltar emerged
If I have been too subtle in the past, let me be absolutely clear this afternoon: the time to do something, the time to take action to safeguard your future and your families livelihood, is NOW. I’m more impassioned than usual this morning… and with reason. Reluctantly, I tuned in to Team Obama’s
January 5, 2010 Reporting from: Estepona, Spain I’ve spent a lot of time lately sitting on the terrace of my coastal villa here in southern Spain, enjoying great conversations with friends, pondering the markets, and making significant investment and business decisions. I’ve found that it’s much easier to do this in a peaceful
Reporting from: Malaga, Spain I do not have tremendous faith in world ‘leaders’ (as ridiculous a moniker as that is to use); last month’s debacle in Copenhagen only further underscored how perverse and ineffective the existing political process is, and everyone is really starting to see it. The Social Contract is deteriorating rapidly,
We all know that Google is in bed with the government… I suppose it’s nice that CEO Eric Schmidt is at least open about it. In a recent interview with CNBC, Schmidt effectively admits that Google archives everything about a user– web searches (google), email and contact lists (gmail), online office documents (google
So much for BMW’s run-flat tires. Believe it or not, I’m actually sitting on the side of the A3 motorway in central Germany, about halfway between Frankfurt and Munich, waiting for the tow-truck to arrive. Apparently you’re supposed to be able to drive on these tires even when they’re flat… and with such
