Onda Suave

08/16/2026

Tracy Shuchart (𝒞𝒽𝒾 )


Peter Thiel buys 1% stake in Argentine Vaca Mu**ta oil firm, filing shows

Palantir chair and co-founder Peter Thiel has bought a 1% stake in Argentina's Vista (http://VISTAA.MX), one of the ​largest oil companies operating in the country's Vaca Mu**ta ‌shale formation, according to a U.S. Securities and Exchange Commission filing.

Thiel had recently ​bought a mansion in an upscale neighborhood of Buenos Aires, ​local media reported.

The billionaire's Thiel Macro LLC hedge fund bought around 1.2 million American Depositary Shares in Vista worth about $76 million, according to the SEC ​filing, equivalent to 1% of Vista's capital. (Bloomberg)

08/09/2026

Dont Cry For Me Argentina ( Defaulting Again

07/05/2026

https://www.youtube.com/watch?v=FEpIQVZ_sXs

Peter Thiel moved his family to Buenos Aires just as California wei...

04/14/2026

Otavio (Tavi) Costa

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4m
Brazilian equities near record inflows.
The real at its strongest level in two years.

First I was told this wasn’t possible.
Now I’ll hear it’s not sustainable.

Nothing moves in a straight line, but don’t confuse a bear market rally with the start of a secular cycle.

This is undeniably the latter, in my view.

https://open.substack.com/pub/tavicosta/p/latam-breakout-plays?r=2m39jp&utm_medium=ios

H/t to

for the chart.

The Early Innings

04/01/2026

03/11/2026

The Northern Miner

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24m
Chile mining faces policy test under Kast government

Chile’s mining sector faces a policy reset as President José Antonio Kast took office on Wednesday, raising expectations of regulatory reform and stronger security in the world’s largest copper-producing nation.

03/08/2026

Financial Times

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1h
Latin America’s lithium triangle is now in the hands of the right https://ft.trib.al/GeAtpQB | opinion

A reversal of political fortune in the region has major implications for critical minerals

02/13/2026

Prayers

On today’s episode, Katarina breaks down the killing of several kidnapped workers connected to Canadian mining company Vizsla Silver Corp. in Sinaloa.Borderl...

02/10/2026

Via .

Non-US equities having one of their best starts of the year over the last four decades.

02/10/2026

https://www.youtube.com/watch?v=j1-MS1RHwlQ

Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades. Join the ...