Politics

President Milei's plan to create a "super VAT" and the war with governors he is about to unleash

May 9 •

Pesos Through the Nose

Foreign direct investment, exchange rates and economic activity, and outlook until the October midterms

Apr 23 •

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 •

A Perfect Storm

Argentina's current state in IMF disbursement purgatory

Apr 8 •

The Start of Election Season

The latest protests in Argentina, a new IMF deal & $LIBRA

Mar 13 •

The unfolding of the $LIBRA-gate developments in the Milei administration

Feb 21 •

LIBRA: Imbalanced Confidence

The backstory to Javier Milei shilling a pump & dump and potential implications

Feb 16 •

Cepo End Date & Deep Chainsaw

More government entities ¡afuera!, IMF on standby and the CEPO end date?

Feb 7 •

Is a Libertarian Revolution Underway in Argentina?

Interview on the Hidden Forces podcast

Feb 3 •

The YPF Gold Rush

New developments in the Burford / Petersen YPF case

Jan 29 •

Finding Fair Prices in Gresham's Paradise

Currency competition, exchange rates, export tariffs and Davos

Jan 24 •

Argentina Outlook 2025

What are the main things to watch in 2025

Jan 3 •

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