A lesson in patience and not letting emotion rule decisions
“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.
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.
“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.
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.