The Report on the President's Desk
Founding Members now get the same macro intelligence used to run Argentina.
Welcome Avatar! If you’ve been reading this blog for a while, you know this rodent doesn’t like to hype, but tries to create signals that are useful. At least that is the intention. Today I have a signal upgrade that I’ve been working on behind the scenes for a few weeks.
Starting now, BowTiedMara Founding Members will receive the same macroeconomic report that lands on the desk of the President of Argentina to inform policy decisions.
This is not something metaphorical, these are the actual macro reports that land on President Milei’s desk.
Econométrica
I’ve partnered with Econométrica, the consulting firm behind the BCRA’s economic models and one of the key advisory voices in the Milei administration. They produce institutional-grade macro reports covering the full spectrum of Argentine economic data: inflation, GDP, fiscal balance, monetary policy, exchange rate dynamics, trade, energy, agriculture, you name it.
This is the same intelligence that informs presidential decision-making in Argentina. The same data the Minister of Economy Luis Caputo reviews, and the same projections that institutional investors, local multinationals and sovereign wealth funds pay serious money to access.
Up until now, this kind of analysis was only available to a very small circle of government officials, institutional clients, and financial advisors. It was not available to retail investors, expats, sovereign individuals, or anyone outside that circle.
Now it is, through the blog of this Dutch/Patagonian rodent.
Why this matters for you
If you are:
Investing in Argentine real estate, equities, or bonds
Running a business with ARS exposure
Evaluating Argentina’s CBI program for yourself or clients
Making geoarbitrage decisions about where to park capital
Simply trying to understand where this country is heading under Milei
...then you’ve been making those decisions based on secondary sources, translated summaries, and Twitter threads (some of which are mine, so at least they’re decent). But you haven’t had access to the primary source material that the people actually running this economy use to make their calls.
Until today.
What Founding Members get
1. The Econométrica Macro Report (monthly)
A comprehensive macroeconomic briefing covering all key indicators, projections, and policy analysis. This is not a newsletter recap or a blog post with charts. This is an institutional product, delivered to you in the same format it’s delivered to the Casa Rosada.
The report is in English, and I will also provide my own commentary for what it means for real estate, for CBI, for the peso, for your specific situation as a sovereign individual or investor operating in Argentina. The raw data is one thing; knowing how to apply it to your decisions is another.
This week I will send out the March update, and the next updates will be posted around the second week of each month.
2. Monthly Zoom Calls with Milei’s Advisors
Once we hit 20 Founding Members, Econométrica has agreed to host monthly live Zoom calls where you can ask questions directly to the economists advising the Argentine government.
This means you will be able to ask questions to the people advising the President of Argentina on economic policy, on a monthly basis.
I don’t know of any other Substack or newsletter in any language that offers this kind of access. If you’re active in Argentine markets or considering a significant move here, this alone is worth multiples of the subscription price.
If you know someone who would benefit from this (an investor, a fund manager, a family office looking at Argentina, someone in the CBI space) send them this post. Let’s hit that 20 Founding Member threshold, anon.
Pricing
The Founding Member plan is moving to $300/year.
If you’re a current Founding Member at the original $90 rate: you’re grandfathered in. You backed this blog before anyone knew what it would become, some of you have been here since the early days when the only perk was a DM channel. That loyalty is not forgotten. You will receive the Econométrica reports and access to the Zoom calls at your current rate. No action needed on your end.
For new Founding Members, the price is $300/year.
I’ll be transparent about the economics: the bulk of that goes to Econométrica for producing the reports and making their team available. I will only receive a minority share. I am leveraging my network to get you access to intelligence that would otherwise cost you at least 20-30x through an institutional consulting engagement, if you could even get a seat at the table.
If you’re already a paid subscriber, thank you. You already support the work and get access to the CBI deep dives, immigration policy breakdowns, and all the other paid content (which will still include a lot of my own economic inputs.
The Founding Member tier is specifically for those who want the institutional macro layer on top.
Subscribe/Upgrade
You can upgrade to the Founding Member plan below. Current Founding Members are already locked in at $90, and can enjoy the ride. For everyone else, $300/year gets you in at the ground floor of something that will only get more valuable as the Zoom calls activate and this new community grows.
This is one of those rare situations where the timing, the access, and the moment in Argentine history all line up. The country is in the middle of the most ambitious economic transformation in its modern history. The people advising that transformation are now accessible to you through this blog.
Don’t sleep on it, anon.
See you in the Jungle.
Other ways to get in touch:
1x1 Consultations: book a 1x1 consultation for more information about obtaining residency, citizenship or investing in real estate in Argentina here.
X/Twitter: definitely most active here, you can also find me on Instagram but I hardly use that account.
Podcasts: You can find previous appearances on podcasts etc here.
YouTube: Check out my channel for real estate info and more.
WiFi Agency: My other (paid) blog on how to start a digital agency from A to Z.