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BowTiedMara - Argentina & Geoarbitrage

BowTiedMara
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Updates on Argentina's economy, history and politics. Paving the mobility asset highway for the Sovereign Individual.

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Substack
PricingFreemiumPublishesTwice weekly
Issues252Founded4 years agoLast Issue34 hours ago
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Latest Issues

Argentina in the Background

Less dollar cover from a distracted Washington, more help for the Peronists from a re-elected Lula?

Welcome Avatar! Lula’s digital army landed in Buenos Aires on the same day the US was voting in the Midterm elections. By Wednesday Trump h...

34 hours ago
7
2
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Rir pra não chorar

Lula's fourth term, seen from the Argentine side of the Iguazú

Welcome Avatar! On Sunday, Lula secured a fourth turn in Brazil (below we will go into the details of what “secured” actually means). Given the fact that Brazil is Argentina’s...

10 days ago
11
Paid

Argentina Macro Pulse No.8: October 2026

Cheaper and slower, but with opposition brewing

Welcome Avatar! Monthly inflation reached its lowest level for the month of September in nine years. The economy that underpins these prices continued to contract YoY and the BCRA purchased f...

22 days ago
5
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September 2026 BA Real Estate update

Monthly real estate market update for Buenos Aires

Welcome Avatar! September was a month where the price charts barely moved, but the action was in the mortgage market. Argentina’s Central Bank handed out a batch of pension-fund money to l...

a month ago
8
Paid

Peronism’s Exit Plan for the Golden Passport

Welcome Avatar! Argentina is never boring, and that phrase has never been more true around the whole CBI saga. Barely two days after Caputo’s announcement in Paris about the investment criteria and final amounts, and we have already seen tw...

a month ago
5
1

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