SEARCH
Apparently I’ve been traveling too much, because I was recently caught out of the loop. On Wednesday I published an article about Panama’s Resolution 52; the law effectively makes it illegal for landlords to rent property in Panama for less than 1-year. I predicted in the letter that, based on the past track
“Dear Simon- Jeff Clark from Growth Stock Wire recently wrote that ‘China is a fraud’ and that ‘If Americans aren’t buying big-screen TVs or $100 sneakers, Chinese stocks are ultimately headed for trouble.’ I would like your opinion on his view.” Great question. I like Jeff Clark and generally agree with his analysis…
If you’re an entrepreneur and want to make an absolute fortune, you need to head to Asia. The last several weeks on the ground here have only reinforced my long-held premise that Asia’s economies represent vast, wide open potential. These economies are growing, and shall continue to grow thanks to solid macroeconomic fundamentals
Earlier today, amid much pomp and fanfare, the Panama Canal Authority (ACP) opened the sealed bids for the canal expansion project. Audience members looked on eagerly like it was the Academy Award for best picture… The lowest bidder? A consortium led by Italy’s Impregilo, ringing in for a cool $3.12 billion. Wait, wait,
I’m back in Panama today… I’ve never been so happy to see Panamanian soil before; the trip to Cuba, which I reported on yesterday, was fantastic– but the lack of reliable phone and internet connectivity was problematic now that I have a daily deadline to meet. I spend a lot of time in
