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BowTiedMara - Argentina & Geoarbitrage

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

Newsletter · By BowTiedMara · English · Paid tier available · Official site

Indexed issues, last 90 days
15
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Jul 8, 2026

Latest issues

  1. Issue · Sep 30, 2026

    The Cap Is Gone (opens the original)

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    Welcome Avatar! Yesterday the Supreme Court threw out the case that had kept Cristina Kirchner’s rural land law alive. The Court ruled that territorial sovereignty belongs to the State, and just as Cristina implemented the 15% cap on foreign ownership, Milei could take it off. <div class="image2

  2. Issue · Sep 29, 2026

    Bipolar Bankers (opens the original)

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    Welcome Avatar! Tensions are mounting in this pre-election year, where JP Morgan first came out telling the press that Argentina is on its way to investment grade, and just a few days later that same bank decided Argentina was heading for a recession. <source type="image/webp"

  3. Issue · Sep 21, 2026

    The Ugliest PH on the Best Block (opens the original)

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    Welcome Avatar! Not a week goes by without someone landing in my dms with the same plan of buying a wreck and fixing it up with cheap local labor, so he can sell it for a 2x to the next gringo. Easy gainz, no es cierto? If you walk around San Telmo, Recoleta or Retiro and see some French facades with plants growing out of the balconies, and then check the price per m2 against Madrid or Miami, there’s a high chance that you will conclude that this is the obvious play. <a class="image-link image2

  4. Issue · Sep 15, 2026

    Argentina Macro Pulse No.7: September 2026 (opens the original)

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    Welcome Avatar! August was a bit of a strange month. Inflation hit its lowest level of the year, reserves reached a record high, the peso remained stagnant, and yet the real economy plummeted. Then, the government shifted the focus to the Malvinas, which is where the core of this issue lies. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!GQtl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2

  5. Issue · Sep 11, 2026

    Anarchy in the BA (opens the original)

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    Welcome Avatar! At five o’clock in the morning on February 1, 1931, a man dressed in a brand-new, spotless blue mechanic’s jumpsuit entered the courtyard of the Palermo National Penitentiary. Today, that site is known as Las Heras Park, where porteños go jogging, walk their dogs, do some yoga stretches, and sip on their mates on the grass. Back then, however, it was the country’s main prison, and the courtyard contained a wooden post.The man walking up to that post was Severino Di Giovanni, an I

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