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PamplonaTrader #Argentina refresher. Here is a great presentation from #KyleBass. Well worth your time. https://youtu.be/VBPZ58dzjfE?t=20m45s+ "So, the one place they [Argentina] have a real deficiency in their balance of trade is hydrocarbons. They are a very natural resource rich country run by a crazy woman that's out in October, and now you have a scenario where either Massa or Scioli takes over in October. You have probably $200 to $300 billion of FDI [Foreign Direct Investments] going into #VacaMuerta in the next 5-7 years. So you have, from a capital account perspective, you have HUGE FDI going in. If you have anyone there who is pro-business that takes over, I think you are going to see a dramatic change in Argentina" $MVN
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