BowTiedMara - Argentina & Geoarbitrage
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Pesos Through the Nose
Foreign direct investment, exchange rates and economic activity, and outlook until the October midterms
Apr 23
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BowTiedMara
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Pesos Through the Nose
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It's Raining Swaps
After renewing the Yuan swap with the PBoC, it looks like Milei's US buddies will also lend a hand.
Apr 11
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BowTiedMara
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It's Raining Swaps
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A Perfect Storm
Argentina's current state in IMF disbursement purgatory
Apr 8
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BowTiedMara
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A Perfect Storm
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4
The Start of Election Season
The latest protests in Argentina, a new IMF deal & $LIBRA
Mar 13
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BowTiedMara
11
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The Start of Election Season
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2
Back Door Men
The unfolding of the $LIBRA-gate developments in the Milei administration
Feb 21
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BowTiedMara
22
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Back Door Men
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6
LIBRA: Imbalanced Confidence
The backstory to Javier Milei shilling a pump & dump and potential implications
Feb 16
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BowTiedMara
36
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LIBRA: Imbalanced Confidence
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16
Cepo End Date & Deep Chainsaw
More government entities ¡afuera!, IMF on standby and the CEPO end date?
Feb 7
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BowTiedMara
13
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Cepo End Date & Deep Chainsaw
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4
Is a Libertarian Revolution Underway in Argentina?
Interview on the Hidden Forces podcast
Feb 3
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BowTiedMara
10
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Is a Libertarian Revolution Underway in Argentina?
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4
The YPF Gold Rush
New developments in the Burford / Petersen YPF case
Jan 29
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BowTiedMara
22
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BowTiedMara - Argentina & Geoarbitrage
The YPF Gold Rush
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2
Finding Fair Prices in Gresham's Paradise
Currency competition, exchange rates, export tariffs and Davos
Jan 24
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BowTiedMara
14
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Finding Fair Prices in Gresham's Paradise
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5
Argentina Outlook 2025
What are the main things to watch in 2025
Jan 3
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BowTiedMara
22
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Argentina Outlook 2025
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11
Lionheart: Milei's First Year in Office
An overview of Milei's first year and upcoming challenges in 2025
Dec 9, 2024
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Lionheart: Milei's First Year in Office
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