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BowTiedMara - Geoarbitrage & Mobility Assets

BowTiedMara

Paving the mobility asset highway for the Sovereign Individual

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Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The BCRA Gold Reserves "Mystery"

Welcome Avatar! Much ink was spilled on Milei’s decision to move part of Argentina’s gold offshore in order to get yield on those reserves. Why did international media outlets start crying without checking precedents or the BCRA balance she...

a month ago
10
0

Pravda/12 & La Tablada

Welcome Avatar! In 1987, journalist Jorge Lanata received Sandinista funding from Nicaragua to launch newspaper Página/12. Through this medium, Lanata, Gorriarán Merlo, and other MTP militants would incite a coup attempt and siege of the La...

a month ago
8
4

Milei's Federalist Model

Welcome Avatar! After a brutal 2024 without discretional federal transfers to the provincial governments, the Milei government is planning on even more cuts for 2025. Are governors prepared to take some pain, or will they tax their subjects...

2 months ago
14
11

September 2024 BA Real Estate update

Welcome Avatar! The FOMO is here. Milei’s tax amnesty is a big success and many of those funds will roll back into the real estate market once the blanqueo window ends at the end of October. Mortgage issuance is also increasing and sales ar...

2 months ago
9
5

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  • BowTiedMara

    Paving the mobility asset highway for the Sovereign Individual.

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