Balance and Perspective-- it's the secret to successful life and successful investing alike. We've worked out and now playing hard... but all the while taking note of what is real... what is the inflation in Argentina? What are the factories and lifestyles like in China? Just like photography, there is a time to use a macro lense and a wide angle. So it is with investing and quite frankly, living life! With a genetic dispositon for "timing" we hurled our technology and commercial real estate positions and salary in October 2009 [before they hurled us] and headed out to see how other countries were dealing day to day with the economy. We left our car parked in the garage, and our 4 young adult kids to figure out school/work/parenting on their own. [ Skype is for grandparenting] So far, we've immersed ourselves in technology, energy and real estate sectors in Panama, Argentina, Singapore, Kuala Lumpur, Thailand [right in the middle of red shirt camp on April 10th- boom boom] Vietnam and now China the past 2 months. It looks like China will take awhile to figure out.. so you'll likely find us here through the end of the year, or longer. Everything takes longer in China! Advice? Get out of your armchair and come really see what is going on! Our investment holdings in both U.S. companies and emerging market based companies have prospered since we have armed ourselves with reality [and timing]. BTW.. we balance work with play nicely... we flipped in the river rapids at the base of the Chilean Andes and toasted to Ernest Shackleton in Antartica this past year as part of our due diligence on what's going on in the environment. [remember going "green" ? The only place we see it taking place is China] Oh.. and bring your young children if you have them. I hope my future fellow citizens have a little more understanding of the world than we U.S. citizens older than 30 have. [as a former teacher in the U.S. I can say that the best education is travel during formative years.--I'll write their absence excuse!] Drop a note if you are considering hitting the road too!