This is amazing news! Thanks for the typically excellent reporting and analysis. I am also seeing a lot of pushback against DEI in the United States. I'm also starting to feel some hope!
For Americans, Bowtiedmara is the master AI interpreter to help our small brains comprehend these amazing efforts passed as law that make Argentina the most promising place for true freedom and minimal government with zero interference in the growth of the economy and any investors initial position in Argentine companies, property, literally all assets, stocks, bonds you name it. Very grateful for your work Mara, keep us posted! Can't wait to see the "accelerator" that Caputo calls the passage of this law. It seems to me like predictions being made whether 4x4 (YPF CEO plan after tabbed by Milei for growing value of company) or pipeline completion timeframes as well as super ports for exporting oil and gas - I think those are undershot and now too far off. I see acceleration because RIGI and all the institutions of my own country at minimum in getting those benefits and 30 years in VM and off-shore oil and gas as Saudi's are no longer going to be able to sustain their worldwide exports as their fields dry up, a somewhat well known but little broadcasted truth. Crude oil from VM is the pathway for Argentina to balance out their debts owed and stock their central bank with dollar reserves quickly while the gov't still owns 51% of these shares. Very easy to fix debt problem because for the amount of crude they have to export and how close they are to achieving that, the debt the country has to pay is relatively small. Jeff Bezos could still be a billionaire and bail out the entire country's debt if he wanted. Oil > Bezos ;)
Wow, great news (may the Forces of Heaven prevail!). Thanks, Mara
Yeah this is pretty big!
This is amazing news! Thanks for the typically excellent reporting and analysis. I am also seeing a lot of pushback against DEI in the United States. I'm also starting to feel some hope!
Thanks Max! Yeah I think in many countries people have had enough with that
For Americans, Bowtiedmara is the master AI interpreter to help our small brains comprehend these amazing efforts passed as law that make Argentina the most promising place for true freedom and minimal government with zero interference in the growth of the economy and any investors initial position in Argentine companies, property, literally all assets, stocks, bonds you name it. Very grateful for your work Mara, keep us posted! Can't wait to see the "accelerator" that Caputo calls the passage of this law. It seems to me like predictions being made whether 4x4 (YPF CEO plan after tabbed by Milei for growing value of company) or pipeline completion timeframes as well as super ports for exporting oil and gas - I think those are undershot and now too far off. I see acceleration because RIGI and all the institutions of my own country at minimum in getting those benefits and 30 years in VM and off-shore oil and gas as Saudi's are no longer going to be able to sustain their worldwide exports as their fields dry up, a somewhat well known but little broadcasted truth. Crude oil from VM is the pathway for Argentina to balance out their debts owed and stock their central bank with dollar reserves quickly while the gov't still owns 51% of these shares. Very easy to fix debt problem because for the amount of crude they have to export and how close they are to achieving that, the debt the country has to pay is relatively small. Jeff Bezos could still be a billionaire and bail out the entire country's debt if he wanted. Oil > Bezos ;)
Thanks so much for the kind words Daniel!
Super stoked my cows get to fart too when I visit YPF to check out my crown jewel of 2022 - next 30 years :)