Insider Newsletter: Issue #324
The world is running head-first into hard constraints...energy depletion, capital flight, and political decay while markets remain priced for comfort, stability, and central-bank fairy tales.
Greetings, friends!
A gorgeous sunset in Manuel Antonio, Costa Rica from Paola.
And from Conrado. Lago Nahuel Huapí in Villa La Angostura, Argentina
In This Week’s Issue
US Shale
Venezuelan Oil: Supply Coming?
Venezuela: Five Years From Now
Argentina Tax System Overhaul
Tsunami Incoming…
Private Equity in Argentina (Three Funds, One Opportunity)
Happy New Year: Europe vs China
Trends in Motion
Worth Watching
Pressure in the Permian
New Year’s Resolutions and Predictions
PSYOP Spotting Tools
