TBH is the joint efforts of several seasoned professional investors that have spent the last few decades in the credit markets at large, a mix of credit research, distressed trading, derivatives and hedging, lots of (thinning) grey hair, and want to share
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In Argentina the Central bank has become the unifying enemy in the Milei's campaign and a very easy one to defeat
Things seems to be moving fast in Argentina, with Milei announcing he would call an extraordinary parliament session to pass a series of fiscal reform the second day he will be in office on the 11th of December, and funding talks already (u...
Demerger process compounded by governance battles with a kaleidoscope of outcomes
The crucial next catalysts for the Argentinian bonds and stocks
The writers behind this newsletter.
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