Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com
Argentina is the only country where money supply is contracting at a double-digit rate.
Meanwhile, the rest of the world continues to expand credit with little to no monetary discipline.
None of us own enough hard assets.