“5% on T-Bills isn’t bad!” That’s at least a -5% real return. Can’t do that forever. He should take his Father’s advice and own some Gold.

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Argentina energy companies PAM, YPF and VIST were my largest holdings.

Still holding some now but I sold most back in the Fall —I too was thinking Milei would be blocked by the Peronists/Socialists.

I’m more Argentina optimistic now. Can you post a non-paywall link to, or tell us here, the Drunkenmiller purchases?

I’m not seeing any on his 13F.

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