By BowTiedMara on Substack · 3K+ subscribers · 2 free and 10 paid among the latest 12.
Updates on Argentina's economy, history and politics. Paving the mobility asset highway for the Sovereign Individual.
Welcome Avatar! On Sunday, Lula secured a fourth turn in Brazil (below we will go into the details of what “secured” actually means). Given the fact that Brazil is Argentina’s biggest customer and that Milei and Lula are…
Welcome Avatar! Monthly inflation reached its lowest level for the month of September in nine years. The economy that underpins these prices continued to contract YoY and the BCRA purchased fewer dollars than in any other month…
Welcome Avatar! September was a month where the price charts barely moved, but the action was in the mortgage market. Argentina’s Central Bank handed out a batch of pension-fund money to lend out for mortgages, and included an…
Welcome Avatar! Argentina is never boring, and that phrase has never been more true around the whole CBI saga. Barely two days after Caputo’s announcement in Paris about the investment criteria and final amounts, and we have…
Welcome Avatar! It finally happened. Today, during Argentina Week in Paris, the Milei government officially launched Argentina’s citizenship by investment (CBI) program. Economy Minister Luis Caputo and Chief of Cabinet Diego…
Welcome Avatar! Yesterday the Supreme Court threw out the case that had kept Cristina Kirchner’s rural land law alive. The Court ruled that territorial sovereignty belongs to the State, and just as Cristina implemented the 15%…
Welcome Avatar! Tensions are mounting in this pre-election year, where JP Morgan first came out telling the press that Argentina is on its way to investment grade, and just a few days later that same bank decided Argentina was…
Welcome Avatar! Not a week goes by without someone landing in my dms with the same plan of buying a wreck and fixing it up with cheap local labor, so he can sell it for a 2x to the next gringo. Easy gainz, no es cierto ? If you…
Welcome Avatar! August was a bit of a strange month. Inflation hit its lowest level of the year, reserves reached a record high, the peso remained stagnant, and yet the real economy plummeted. Then, the government shifted the…
Welcome Avatar! At five o’clock in the morning on February 1, 1931, a man dressed in a brand-new, spotless blue mechanic’s jumpsuit entered the courtyard of the Palermo National Penitentiary. Today, that site is known as Las…
Welcome Avatar! Time for our monthly check-in on the real estate market in Buenos Aires, and the overall sentiment is: stagnation. Prices have not really moved in months, mortgages are down by about a third YoY and deed volume is…
Welcome Avatar! Argentina’s oil and gas region of Vaca Muerta is booming and global banks are lining up over $17 billion to build out the country’s LNG export capacity. As we are watching the conversion of Argentina as an energy…