Eliana Scialabba
Macroeconomics, finance, and equity research across Latin America and global sectors including mining, oil, and energy. Focused on Argentina’s economy, markets, and policy shifts shaping investment opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 58 | Founded | 8 months ago | Last Issue | 5 days ago |
| Active | |||||
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elianascialabba.substack.comLatest Issues
High Conviction Lab – Commodities Portfolio Week 8
Commodities Continue Fragmenting Between Energy Weakness And Hard Asset Strength
After eight weeks of tracking, the commodities portfolio continues revealing one of the clearest macro divergences currently developing across global mark...
High Conviction Lab: Argentina Portfolio Week 8
Local Equities Continue Fragmenting As The Market Becomes Increasingly Selective
After seven full weeks of tracking, the Argentina portfolio continues showing exactly why local equities remain one of the most difficult markets globally...
#Lab Portfolio Update: Week 9
Leadership Is Narrowing As Markets Begin Differentiating Between Growth, Defensives And Global Exposure
After more than two months of weekly tracking, the portfolios are starting to reveal something much more important than short term...
Latin America’s Critical Minerals Are Becoming One Of The Most Important Geopolitical Stories Of The Decade
The global economy is entering a new phase where access to critical minerals is becoming just as strategically important as access to oil was during previous decades.
Artificial intelligence, electrification, military modernization, renewa...
Commodities Portfolio – Week 7
Metals Continue Leading While Traditional Energy Remains Under Pressure
The commodities portfolio recovered slightly during Week 7, rising to $103,192.39 and bringing total performance to +3.2% since inception versus +4.1% for DBC. Even...
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Authors
The writers behind this newsletter.
Macroeconomics, finance, equity research, and doing business across Latin America. Focused on Argentina’s economy, markets, policy shifts, and the practical realities shaping investment and operating decisions.
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