A New Direction

by admin on March 9, 2011

Volume V Issue 1

Welcome Letter

Welcome back. Lets get the ugly part out of the way first. I am still way behind on the publishing schedule. The continued delay and total lack of communication was a result of several converging events including an irresistible adventure. Some I previously mentioned while others developed in close sequence. They ranged from pure regulatory compliance and corporate gymnastics to an extraordinary adventure that would have been, at best, frowned upon by the issuer of my passport. No attempt at succinct explanation would avoid appearing cryptic, melodramatic and just plain ridiculous. I will endeavor to reveal some of the causes of my most recent absence over time as prudence and the statute of limitations permit.

I do, however, believe in the sanctity of contracts and doing what one says one will do. This is a core principal not to be quibbled over. Therefore any of you who wish to cancel your subscription would be entirely within your rights and we will process your request immediately. If you choose to cancel just email admin@withoutborders.com and you will still receive the next four issues of Without Borders free of charge. You can re-subscribe at any time at the going rate.

While I freely apologize for my disappearance without proper notice, I am very glad I did it. I am personally much better for the experience and I feel more alive and energized than I have in a very long time. There is nothing like a spate of revolutions and civil war to get the blood going. As much as I love the investment business, I didn´t realize how much I miss being in the throws of upheaval as they unfold. This realization will likely materialize in future additions of this publication. Perhaps it is my midlife crisis? For some a younger woman with big tits or a sports car. For others a personal trainer. For me a civil war.

I have a stack of notes from my less controversial travels that I am working through before I am off again in search of pleasure and profit. That sounds rather provocative doesn´t it? But why shouldn´t it be fun? I´m turning over a new leaf and leaving the grumpy cynic behind. As I have written before, I was bothered that I had let the current state of political and economic affairs (the politiconomy) get to me. I have been drifting for the last year or more from my normal optimist and opportunist bon vivant towards being a down right curmudgeon. If truth be told, this gloom and doom period found me smoking the same cigars and sipping the same Scotch but I somehow lost perspective. Friends call me a rabid Libertarian with hedonist and anarchist tendencies. It is a description I encourage and once did my best to live up to. As last year came to a close I realized that I had failed in this whimsical yet noble endeavor. I started to care about things that were headlines but not really important. I was sucked into the trap of information overload where everything is both urgent and sensational. This may work for those who live and die in the cyber blogosphere but it is not for me. Not that there is anything wrong with cyber blogosphere. It worked out well for Ariana Huffington. But it does not suit my personality and it was a mistake for me to try to accommodate the present trends. So this year my resolution is to keep everything in perspective. I will write about what I think is important and only write when I have something to say. I hope you stick around but I understand if you don´t. I will be happier for the change regardless of how current events unfold.

This post is just an excerpt from a full issue of Without Borders. If you would like to read the full article and gain exclusive access to all of the actionable investment intelligence that our current subscribers are profiting from every month, then we invite you to try out or subscription, risk-free, for 30 days. So, try it out today and discover a new world of undervalued opportunities – and a fresh new world perspective.

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October 2010: Portfolio Review

by admin on December 23, 2010

Volume IV, Issue 10 / October 2010

Welcome Letter

Happy Holidays. Lots of holidays; Halloween, Thanksgiving, Eid, Hanukkah and a few others to be sure. Despite what your calendar may indicate this is the very late and we hope much anticipated October edition of Without Borders. I could tell you that the reason it is late is that I was trying to rally my team in the finals of the Hurlingham Open polo tournament or that I delayed publication to determine the effects the mid term elections and recent FED meeting on our portfolio. However, that would be pure and unadulterated BS. The truth is I was overwhelmed trying to juggle several investment opportunities AND I organized my affairs very poorly. Then once I was already severely behind and on the road once again I was presented with a professional conundrum which put the very future of Without Borders in question. I wrote about this in Global Speculations so I will not belabor the point again. As you can see there were several reasons behind this delayed delivery but there are no excuses. I merely ask for your forgiveness and presumptuously thank you for your patience.

This post is just an excerpt from a full issue of Without Borders. If you would like to read the full article and gain exclusive access to all of the actionable investment intelligence that our current subscribers are profiting from every month, then we invite you to try out or subscription, risk-free, for 30 days. So, try it out today and discover a new world of undervalued opportunities – and a fresh new world perspective.

SUBSCRIBE NOW

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September 2010 – Longer Than You Think and Then Even Longer

October 4, 2010

Volume IV, Issue 9 / September 2010
Welcome Letter

I was leaning over the kitchen island in Jim Rogers´ townhome trying to find Banja Luka on the map when he said it.
¨The obvious, inevitable and momentous events take longer than you think and then even longer. You know they will happen but it is hard [...]

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August 2010 – “Stand In The Door!”

September 2, 2010

Volume IV, Issue 8 / August 2010
Welcome Letter

Many years and many kilos ago I was a 20-year-old cadet at West Point. The summer between my second and third year I went to Airborne School. Airborne school should be called Parachute School but that would be far too self-explanatory. Airborne school, at Fort [...]

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July 2010: Atahualpa’s Revenge

August 3, 2010

Volume IV, Issue 7/ July 2010
Welcome Letter

Welcome Back. It has been another busy month for Without Borders. I have been spending a lot of time in Peru where there is opportunity a plenty these days. From a pure lifestyle perspective, it is not an attractive option for me personally, despite its rich [...]

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