Pablo Medina 🛢

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Pablo Medina 🛢

Pablo Medina 🛢

@PabloWelligence

🇲🇽 - @welligence founding team - energy analytics

Houston, TX Katılım Nisan 2009
3.4K Takip Edilen6K Takipçiler
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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
1. 🇲🇽💡@Welligence analiza el futuro de @Pemex: Con una deuda neta de US$106 mil millones al cierre de 2023, es clave una evolución total. Nuestro plan de desinversión apunta a un cambio en la gestión de activos. 🔄 #RenovarPemex
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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@jorgegogdl @emeequis Obviamente es falso! Cualquiera puede comprarse una réplica china. Esto no significa nada - 31,000 pesos es bastante en México, más si eres de Morena.
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Jorge García Orozco
Jorge García Orozco@jorgegogdl·
José Eduardo Avilés Tostado, quien fuera encargado de Tecnologías en el gobierno de Sinaloa con Rocha Moya, presume su colección de Relojes Rolex de más de 2 millones de pesos, ganando 31 mil pesos. Mi nota en @emeequis emeequis.com/investigacione…
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León Barrena Rodríguez & Partners LLP
The 4-hour window between the CNN leak and Maru Campos’ video appears to be a synchronized deployment. While Harfuch’s response was a defensive, boilerplate retreat into "sovereignty" rhetoric, Campos’ message was a proactive assertion. It's likely she is positioning herself as the functional, result-oriented alternative to a federal security apparatus that the U.S. has just signaled is either compromised or incompetent. Campos’ defiance suggests she could be operating under U.S. diplomatic and security guarantees. She is now the lead actor in the "state-level defiance" strategy: a northern governor who provides the "results" Washington demands while technically adhering to a legalistic script. This creates a challenging maneuver for the Sheinbaum administration: the U.S. is delegitimizing the center (Harfuch/Morena) through controlled leaks while simultaneously bolstering regional leaders who are willing to "play ball" on security. This is the open phase of the escalation pathway we predicted. The U.S. is systematically stripping the federal government of its security monopoly. Harfuch’s reactive stance reveals a leader who has lost the initiative and potentially his "American-friendly" credentials, while Maru’s calculated "firmness" signals that the U.S. has found its viable opposition. The U.S. is signaling that if Mexico City does not deliver, Washington will find and protect someone who will by bypassing and empowering Chihuahua and other states to break Sheinbaum’s grip. The fragmentation of the Morena project is now an active operation.
Maru Campos@MaruCampos_G

Ante la desinformación y ataques políticos a propósito del exitoso operativo en la Sierra Tarahumara, donde se aseguraron toneladas de precursores químicos y miles de litros de metanfetamina, quiero compartir con ustedes información importante sobre los avances de la investigación y las decisiones que he tomado. Ustedes me conocen: siempre he estado presente aun cuando he tenido que enfrentar persecuciones e injusticias. Aquí, en Chihuahua y en mi Gobierno, no hay espacio para la impunidad ni para acuerdos en lo obscurito. Seguiremos adelante, con firmeza, con resultados y en coordinación con las instituciones del Estado Mexicano, para cumplir nuestra misión de asegurar la paz, preservar el estado de derecho y garantizar la libertad de las familias chihuahuenses. Como siempre, cuentan conmigo.

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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@EnigmaFund @sergio_tesla_ 84% of residence permits (218K) in 2023 came through CPLP and manifestação de interesse. The small high-skill cohort that came through the proper visa, paid taxes, bought property, now waits years for AIMA appointments. Wrong cohort, wrong fight. It's wild people mix this up.
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EnigmaFunge
EnigmaFunge@EnigmaFund·
@sergio_tesla_ Everything is a journey. Question is, is the journey stuck, or continuing?
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EnigmaFunge
EnigmaFunge@EnigmaFund·
It occurs to me that Portugal, in my humble opinion, is one of the very best places in the world to live, maybe even the best. There are other places that are wonderful to visit, but Portugal is indeed one of the finest choices possible. It also feels like it's at a tipping point: there are changes that are happening, and it's imperative that Portugal protects its economy and chooses to attract the best of the best that the world has to offer. However, it also occurs to me that this needs to translate into two important things as well: 1. Portuguese people need to economically benefit. Newcomers must pay much higher rates for their services and pave the way for a new standard in the minimum wage. We should all live well and enjoy the fruits of the land. Not value extractive like an engorged leech. 2. Portugal should incentivize the value creators, disincentivize the extractors. The mistake would be: Make it as hard as possible to move to Portugal for everyone. If you’re moving here to TAKE JOBS AWAY from the Portuguese: kindly don’t. If you’re moving here to enjoy the wonders of this land and the inject value and capital, raising the quality of living for the Portuguese… and making the country even MORE attractive to move to: come on over red rover. The Portuguese government have an opportunity here. I pray they make the right choices. After all: there are always options.
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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@psantacl The political fight in Portugal: end the Golden Visa to fix housing. GV in 2023: 2,901 people. CPLP and manifestação de interesse: 184,000. One is the entire integration debate. The other is who they spent two years legislating against. Not the same group.
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Aristocratic Fury
Aristocratic Fury@LandsknechtPike·
A reminder that Portuguese ruled Hormuz from 1515 to 1622. This depiction of Portuguese in Hormuz from c. 1540 shows them eating in the water due to hot weather. The inscription says: "Portuguese people of Hormuz who are eating in water because the land is very hot"
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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@hispanicnomad This applies to the Left. It is undeniable that LatAm's problem is inequality. You literally have the highest concentration of PJs in the world after the US in 🇲🇽🇧🇷 . How do you sell modernization when the avg person sees little upside? The poor believe in your Chavez/Lula/AMLOs.
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Hispanic Nomad | Remote Work, Travel, Growth
LatAm’s real problem isn’t corruption, inequality, or “neoliberalism” It’s psychological The entire continent is stuck in the angry teenager phase, still screaming at daddy Spain 🇪🇸 500 years after he left the room Watch any political speech. Read any university thesis. Scroll any activist’s timeline. It’s the same tantrum on repeat: ❌ “The empire did this to us” ❌ “The gringos exploit us” ❌ “The colonizers stole everything” ❌ “Give back our gold” Cool story. But Singapore was a malarial swamp in 1965. Now it has a higher GDP per capita than Spain Look, LatAm has more of almost everything. It has immense human capital, too BUT it is still writing angry poetry about its father Every functional adult eventually figures out that blaming your parents for your life at 35 is pathetic. And I’d argue countries work the same way Until LatAm gets past that, no constitution, no election, no “model” will save it. The ceiling is psychological
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Bloomberg
Bloomberg@business·
The US military is reviving its jungle training school in Panama after a 25-year hiatus. It's part of President Donald Trump's aggressive push to secure "American dominance" in the region bloom.bg/4tf0HWU
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Alejandro
Alejandro@aldsv24·
Exactly. If you don't pass an exam like yours or the Cambridge exam you won't receive the diploma and certificate recognizing you as a bilingual speaker. The same applies on the other side of the pond in Latin America: if you fail the TOEFL, the United States won't recognize you as bilingual.
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Brian Winter
Brian Winter@BrazilBrian·
"Why doesn't Latin America grow faster?"
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JP Spinetto
JP Spinetto@JPSpinetto·
Después de tres días en Guadalajara, puedo decir que hay mucho más clima mundialista que en Ciudad de México. ¿Me equivoco? @FIFAWorldCup @fifaworldcup_es
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Zapopan, Jalisco 🇲🇽 Español
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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@mageeclegg And funnily enough a good chunk of that top 1% are actually dual-American citizens choosing to live in their "home country".
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Magee Clegg
Magee Clegg@mageeclegg·
Americans 🇺🇸 don’t really understand this… The top 1% in LATAM/Asia live extremely well. Drivers, house staff, elite private schools, global travel, family businesses with generational wealth. Yet Americans are told they won the lottery by being born in the USA. I don’t know… If I had the choice… being born rich in Mexico or the Philippines might be the better deal.
🏴‍☠️@calvinfroedge

Rich kids in LATAM really have life on easy mode. They get the best of the US without any of the costs, then they come back and run their family businesses that have insane ROIC because rates are so high it keeps foreign capital out.

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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@levelsio @imidaily Exceptions will be made in courts. These are just meant so that the avg person won't be bothered - and by this you can clearly define the type of immigrant mostly affected. You guys just need cunha!
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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@zagrebbi That's the top school in the country - similar cases in most Central America. You can clearly infer where people come from via their last names, plus most of those kids I assure you are US citizens already.
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Pablo Medina 🛢
Pablo Medina 🛢@PabloWelligence·
@calvinfroedge Getting Central American elites into US colleges is foreign policy. Embassies are close to the admissions ecosystem for good reason. These families are already tied to the US, often citizens. Undergrad is what matters, everyone goes US for masters anyway.
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Bloomberg
Bloomberg@business·
Pemex posted its third straight quarterly loss as surging global oil prices failed to boost the debt-laden oil giant’s finances amid slumping production and refineries that are bleeding cash bloomberg.com/news/articles/…
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Bloomberg
Bloomberg@business·
Mexico’s economy shrunk by the most in nearly six years in the first quarter in the latest setback for President Claudia Sheinbaum bloomberg.com/news/articles/…
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Bloomberg
Bloomberg@business·
The governor of the Mexican state of Sinaloa and a number of other current and former officials were accused by US prosecutors with conspiring with cartel leaders to import drugs into the US in exchange for political support and bribes bloomberg.com/news/articles/…
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The Wall Street Journal
Mexico’s president used to work for an alpha male, so she figured she could handle Trump. A murky CIA operation is putting that to the test. on.wsj.com/4tVxrFX
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