Juanchi

@aakashgupta @JMilei Real estate assets in Buenos Aires have 2011 value, no local demand (no mortgages) no foreign demand for + 20 years. A demain shock is about to happen.

Peter Thiel just bought a $12 million mansion. In Buenos Aires 🇦🇷 Read that again. Not Miami. Not Monaco. Not London. Buenos Aires. 1,600 square meters in Palermo Chico, the 110-year-old protected zone where tower construction is banned by law and the neighbors are embassies, Susana Giménez, and the old Argentine aristocracy. BuySell BA confirmed his network is looking at the same street. The math is the first tell. $12 million for 17,000 square feet in a G20 capital works out to about $700 per square foot. Manhattan trophy runs $4,000 to $8,000. Mayfair $3,500 to $5,000. Paris 8th $1,500 to $2,500. Peter paid 15 to 20% of the global comp for the best asset on the block. The second tell is the pattern. He took New Zealand citizenship in 2011, before any tech founder thought about jurisdictional arbitrage. He moved to Miami in 2021, before the capital rotation out of San Francisco became the dominant story. Each time his network followed within 18 months. Partners moved. Portfolio companies relocated. Capital chased the footprint. Now look at the deployment. Two months on the ground in Argentina. Met Javier Milei at Casa Rosada this week. The Palermo Chico mansion is his third trophy purchase in 16 months, after $9 million for the fifth floor of Palacio Devoto and $15.2 million for a Key Biscayne penthouse. That's $36 million of personal real estate moved in under two years. The underlying thesis writes itself. Milei took Argentina from 211% annual inflation to 32%. Delivered the first federal surplus in 14 years. Unwound capital controls. The country is fragile, monthly inflation still runs 2 to 3%, and the peso could break. But a G20 economy under libertarian restructuring is a once-in-a-generation asset class, and Peter is buying a physical option on that trajectory holding through the 2027 election. You buy a $12 million trophy in Palermo Chico when you plan to be in Buenos Aires while policy gets written. Last time his network moved into a geography before the thesis went mainstream, Miami became a tech capital node within three years. Buenos Aires just got added to the list.

Moby estuvo espectacular. Su cantante invitado, Jacob Lusk, se robó todo el show. #Coachella

@JakeNomada Real estate prices at 2011 level. +10 years with no demand (local or external) both starting to accelerate.

When you're honest about Argentina 🇦🇷 right now... The country is quietly becoming one of the best plays in all of Latin America Here's what nobody's talking about: - 4.4% GDP growth in 2025 (fastest in the region) - Inflation dropped from 200% to 30% - First fiscal surplus in 14 years - Buenos Aires still 40-50% cheaper than CDMX - World-class steakhouses, wine, and culture - European infrastructure at Latin American prices - Milei's reforms seem to be actually working The math isn't complicated here... When a country with this much natural potential, human capital, and resources gets its shit together after decades of chaos... People pays attention But most are still sleeping on Argentina because they remember the decades of economic disaster They're not paying attention to what's happening RIGHT NOW The window won't stay open forever

@santisiri ¡Q bueno! ¡Felicidad total!

remisión completa para mi padre. el médico sacó un champán. 🍾

Excelente tuit. La semana pasada me lo reconoció un periodista muy importante: “es una operación Toto, sí, pero ustedes se la ganaron porque tienen a todo el periodismo y a algunos empresarios importantes en contra, ya sea por plata o por maltrato personal. Tienen que ser más inteligentes”. Sincericidio brutal. Cómo lidiar contra los expertos en operaciones? Creemos que la solución no es “transar”, lo que se ha convertido en un culto en nuestro país. Creemos que la solución es seguir ordenando la economía, para que los datos expongan su narrativa. Es un proceso más largo y mucho menos sencillo que el otro, pero es el que más le conviene a los argentinos. El viernes salieron los últimos datos económicos y esto es lo que dicen: Consumo privado: récord histórico Exportaciones: récord histórico PBI: récord histórico Inversión: creciendo al 16,4% Estos datos, no solo no convalidan las “percepciones mediáticas”, sino que las contradicen. Para eso existen los datos. Para que la gente sepa la verdad. 🇦🇷

Repost if you wish @rickygervais was hosting the #Oscars   tonight.

FALSO. La planta NO cerró, sigue produciendo. Diseñamos otra linea de termos para el uso argentino, y al fabricarlo tuvimos un salto de calidad, a mejores costos. Gracias a eso, se nos duplicaron las ventas y comenzamos a crecer de nuevo! x.com/i/status/20325…

@itsjacksworld Hi great information. Next time you come to Buenos Aires we could meet at our offices of Sotheby' s Argentina and let you know our experience with foreign investors. Great timming.

I spent 3 weeks in Buenos Aires touring real estate. Saw apartments across Palermo, Recoleta, Belgrano, and Centro. & sat down with the founder of a real estate group that works with international buyers. Here's what I learned: 1) Puerto Madero is overhyped. Everyone asks about it. It looks impressive, has a skyline like Miami. But in 20 years of running the firm, they’ve rarely seen foreigners actually buy and move there. Puerto Madero isn’t what people come to Argentina for. It skips the whole architectural aspect of BA. There are many better neighborhoods to choose from. 2) The Palermo wave is moving. Palermo is expensive now. The next wave is happening north and west. The neighborhoods of Colegiales, Chacarita, & Villa Crespo bordering Palermo still have low prices, but they’re changing fast. Young buyers have started moving in. 3) New construction has hidden risks. When you buy new construction, the title doesn't transfer until 1 year after completion. Your property stays under the developer's trust name during that time. If anything happens to the trust, you'd need legal cleanup. Old buildings are already titled, less risk. 4) 90% of transactions are done in cash. Literal cash on the table. Counted. Sometimes by hand. And it has to be new USD $100 bills with the blue stripe. That part gets written into the contract. There are emerging ways for foreigners to purchase via bank, depending on who you work with. 5) You need the right people. BA has strong buyer protections (e.g. the notary public is fully liable), but navigating the process solo is a mistake. From cash requirements to title checks to inspections, there's too much to figure out alone. I have a lot more to share from this visit: How foreigners should start the buying process, the best developer you can trust for new construction, and a neighborhood in the north of the city that gets overlooked, but is growing fast. Breaking it down and sharing all the apartments I visited in the Buenos Aires newsletter this week. Subscribe at my link in bio.

@IsraelSpoof_ 🙋🏻‍♂️

@martinvars 🤦🏻‍♂️

EU es una vergüenza, ni siquiera se manifiesta claramente en contra del régimen que le da armas mortales a Rusia y a favor de Israel y USA en Irán. Y después Europa mendiga armas a USA e Israel que tienen las mejores. Pandilla de inútiles.

Barron Mamiya. Watch that left foot come up….👌🤙

@LuisCaputoAR Gracias.

Todo lo que está haciendo este gobierno son cambios de raiz. Estructurales. De impacto, y de largo plazo. Los argentinos de bien ahora saben fehacientemente que es bueno: 1. No tener déficit. 2. No emitir sin respaldo. 3. No permitir “gerentes de la pobreza”. 4. Desregular. 5. Bajar impuestos. 6. Tener una ley laboral seria. 7. No perseguir a la gente asumiendo que son todos culpables hasta que demuestren lo contrario. 8. El populismo y las prebendas solo conducen a la pobreza. Por todo esto es que el pueblo, en su mayoría, jamás va a votar de vuelta el regreso del comunismo kirchnerista. El pasado fue. Tenemos un futuro como país increíble por delante!! Hay momentos en la historia, en que la historia cambia. Finalmente, lo estamos viviendo. VLLC!!! 🇦🇷🇦🇷🇦🇷

@jnconkle Yes luxury real estate in Buenos Aires is starting to move driven by local an internatinal demand growing every month. With historic low prices and a macro economic policy empowered by political support. This looks as the begining of a growth cicle for the industry.

Luxury Buenos Aires real estate outperformed EU and Japanese defense as a "Monroe doctrine" play lmfao

DALE RT HASTA QUE ENCUENTREN A ESTOS DELINCUENTES Quiénes son los cuatro manifestantes identificados por la violencia en el Congreso que aún no fueron detenidos - Infobae infobae.com/sociedad/polic…

One of the greatest pieces of music ever written💖 JE NE REGRETTE RIEN - (I don't regret anything)

🚨 IRÁN SE DESANGRA ANTE EL SILENCIO DEL MUNDO. 🇮🇷 Nuevas imágenes confirman la brutalidad del régimen: más de 40.000 personas asesinadas por el "delito" de pedir libertad. 💔 ¿Dónde está la indignación mundial? ¿Dónde está la ONU? 🇺🇳 ¿Y las celebridades en los #Grammys?

¿Te puedo pedir un favor? No dejes de hablar de Irán. Ellos sacrificaron sus vidas por la libertad. No los dejes desaparecer en el silencio.

🇬🇧🇺🇸 Ricky Gervais presentando los Golden Globes del 2020: “Jeffrey Epstein no se suicidó. Sé que era amigo de ustedes, pero no me importa. No están en posición de sermonear a nadie sobre nada, pasaron menos tiempo en la escuela que Greta Thunberg”.

Abrió su Pizzzeria y pancheria y no fue nadie. Ayudamos a viralizar? No se quien es, pero no es fácil emprender y me gustaría ayudar. El negocio está en Salta, calle Santiago del Estero 166.

El idioma hadza, hablado por una de las últimas tribus de cazadores-recolectores del este de África, se considera el idioma más difícil de transcribir y a la vez uno de los más hermosos… Sube tu volumen y escucha con atención 🧐