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One Subscriber Review of Without Borders
Review by Rog Blake, March 25, 2009
Yet another offshoot from Casey’s International Speculator, this newsletter proposes to investigate opportunities in real estate, equities, and business around the world. The trip reports make for interesting reading, though I quickly tire of the overall tone.
In general, the authors believe you should move to places with undervalued real-estate, such as Argentina or Uruguay, open a bank account in a tax haven such as Panama, and buy stocks in companies from just about anywhere other than the US. They also propose ideas for new businesses in various locales, as well as providing reports on the overall business climate.
The overall performance of their stock picks was pretty bland, though they seem to have averted a big haircut last fall.
I miss reading the country reports. They were much more interesting than the typical review of $500/night hotels, $300 dinners, and tourist destinations. If the subscription price was closer to $20/year rather than $200/year, I would probably continue my subscription.
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