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18.08.26 - 04:27
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Peter Thiel Makes $76 Million Bet On Argentina′s Top Shale Exporter Amid Milei Reforms (ZeroHedge)
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Peter Thiel Makes $76 Million Bet On Argentina's Top Shale Exporter Amid Milei Reforms
Vista Energy SAB's American depositary receipts are up 5% Monday on news that Peter Thiel's hedge fund disclosed a $76 million stake in Argentina's largest oil exporter.
Thiel Macro LLC reported owning almost 1.2 million shares of Vista at the end of the second quarter, valued at about $76 million. This was the fund's second-largest disclosed holding after Amazon.
Thiel, the co-founder of Palantir and PayPal, has deepened his ties to Argentina. He recently bought a home in Buenos Aires and met President Javier Milei in April, fueling speculation about increased investment in the country, which is undergoing a radical shift from failed socialism toward free-market capitalism.
Vista Energy is a Mexico-incorporated independent producer focused almost entirely on Argentina's Vaca Muerta shale formation. Latest data show that the formation's combined oil and natural gas output has surpassed 1 million barre...
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15.08.26 - 10:45
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Argentiniens Geldpolitik enthüllt deutschen Kontrollverlust (Tichys Einblick)
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Javier Milei ist ein Politiker, der entlang der Leitlinien der österreichischen Schule der Nationalökonomie gedrillt wurde. Für ihn gilt das von Ludwig von Mises geprägte Mantra, dass Inflation stets und überall ein monetäres Phänomen ist. Das bedeutet, dass die künstliche Expansion der Geldmenge, auf unterschiedliche Weise, zu Preissteigerungen führt. Neu geschaffener, ungedeckter Kredit, wie er
Der Beitrag Argentiniens Geldpolitik enthüllt deutschen Kontrollverlust erschien zuerst auf Tichys Einblick....
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06.08.26 - 02:06
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Argentina′s Milei: Ending the Debt State By Holding Politicians Personally Accountable For Fiscal Excess (ZeroHedge)
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Argentina's Milei: Ending the Debt State By Holding Politicians Personally Accountable For Fiscal Excess
Submitted by Thomas Kolbe
Only contrast reveals one's own mistakes. Javier Milei is the antithesis of Germany's political class, and the comparison could hardly be starker.
While Germany continues to expand the state, Argentina is slashing subsidies and radically reducing the size of its public bureaucracy. While Berlin piles up enormous amounts of public debt, Buenos Aires is posting a primary budget surplus. Friedrich Merz believes in the healing powers of state intervention, whereas Milei is deregulating markets and paving the way for an investment boom.
Argentina has achieved an economic turnaround while Germany continues its economic decay. Argentina's economy is growing steadily, private-sector employment is expanding, and the poverty rate is falling rapidly.
At a time when Germany is doubling down on debt, the arms industry, and green state planning, Milei appears like a comet d...
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03.08.26 - 11:06
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Milei′s Money Man Shuns Foreign Markets After Failed Bond Binge (Bloomberg)
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In his first stint as a top Argentine finance official a decade ago, Luis Caputo tapped foreign bond markets again and again, selling more than $40 billion in total and earning the moniker “serial borrower” from his critics. Nearly three years into his second tour, Caputo, now the top economic aide to President Javier Milei, hasn't sold a single bond overseas....
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