BowTiedMara - Argentina & Geoarbitrage
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Private Property Reforms
New draft law on the inviolability of private property & Ley de Tierras update
Dec 15
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Change Partners
The ins- and outs of the US-Argentina Trade Agreement
Nov 26
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Smoke & OpenAI Mirrors in Argentina
The backstory to Sam Altman's latest $25 billion datacenter bet in Patagonia
Nov 14
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Patagonian Texas
In October, Argentina's oil production surpassed its all-time high for monthly production after 27 years
Nov 7
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The YPF Flippening?
Could Argentina's appeal in the YPF case flip the odds in the country's favor?
Oct 31
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Paint it Purple
How Milei's LLA became the most voted force nationwide and what it means going forward
Oct 27
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The Peso Countdown
Potential exchange scenarios for after the elections this Sunday
Oct 21
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Discovering Argentina’s Potential
The Wandering Investor’s Buenos Aires 2026 Event
Oct 8
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The Bessent Put
How last week's political crisis almost spilled over to an economic one and how Bessent saved the day.
Sep 24
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Threading the YPF Petroleum Needle
This week, Judge Preska in New York Judge ordered Argentina to turnover its 51% stake in YPF to judgment creditors.
Jul 1
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The Chronoscape of Non-interventionism
This month, the BCRA acknowledged that it sold nearly $2 billion in dollar futures in May.
Jun 27
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Mattress Reserves & Currency Runs
The Milei admin is banking on Argentines reinserting their dollar savings
Jun 6
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