2023 Position Review

It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores and see who got it right. Besides, what’s the point of going through all this effort, if you cannot point to the scoreboard, and flaunt it a bit. With that preamble out of the way, […]

Argentina Update

It is said that Argentina has an economic crisis roughly every decade, and it seems to last for approximately ten years… In a previous posting, I noted that the upcoming Presidential election could upset that tradition. Both Milei and Bullrich represented very different and uniquely positive paths for Argentina. As a result, I was long […]


This post originally appeared in KEDM on June 4, 2023… “We originally spoke about Argentina back in October of 2021 and said to put it on your radar. We think the time has now come to load up. Let’s start with the obligatory note that we love Argentina; friendly people, beautiful countryside, great wine. We’ve […]