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Correte de donde estás que me tapás el sol.

Buenos Aires, Argentina
Joined January 2024
Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)Photo by livermoreargento (@livermoreplus)
livermoreargento retweeted
Vendan TODA la Soja y compren Bonos de deuda soberana dijo el analista agropecuario libertario🤪
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La cabra 🐐
OPORTUNIDAD!!! Compra tu gorrita ahora…LIQUIDACIÓN POR CIERRE!!!🧢
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livermoreargento retweeted
Astonishing that the Vice President is blaming the war and Israel to try to salvage his presidential hopes.
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up. So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us." Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026. There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true. But the real reason we lost is obvious to almost everyone. Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were: 1) End the war 2) Focus on cost of living/inflation 3) Put America First 4) Change our relationship to Israel Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.) In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you. The reason we lost is the war. The president himself said so last night. If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest. But everyone knows why we lost. And any honest conversation about where we go from here must start there. I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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livermoreargento retweeted
Wende, si los bonos caen de este modo es porque la deuda creció demasiado bajo Caputo y Milei y no se va a poder pagar. Preparate para el default.
No afloja el riesgo país ni en un día de fuerte rebote en Wall Street. Mi lectura: hasta que los mercados no tengan claro si hay riesgo de vuelta al populismo no ponen un mango más en Argentina
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livermoreargento retweeted
Masacre
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Es el mismo del dólar se iba al piso de la banda
"Comprá este bono al 2029 que te paga renta todos los meses y te rinde más que una cochera, un local o un departamento en alquiler" El precio del bono desde que salió...
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livermoreargento retweeted
"Comprá este bono al 2029 que te paga renta todos los meses y te rinde más que una cochera, un local o un departamento en alquiler" El precio del bono desde que salió...
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¿Toto masterclass le estaría dando salida a los amigos de la City? Inés Perado.
Muy fuerte la intervención para levantar el precio de los bonos cer y duales de mayor plazo. Estimo habrán inyectado 2 billones de pesos. Demasiada artillería para que sólo sea acomodar los precios para la próxima licitación. No le estarán dando salida a alguien?
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livermoreargento retweeted
A nada de quebrar los 30 USD.
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livermoreargento retweeted
Te militan que "el mercado fija los precios libremente" y que el Estado no interviene más, pero mirate el gráfico 🤡🤡 Una vela vertical verde y un volumen monstruoso de compras estatales para pisar la tasa y meterle un piso artificial al bono antes de la licitación de deuda. Si no salen ellos mismos a pagar y sostener las cotizaciones en el mercado secundario, nadie les agarra los títulos largos y se les vuela la tasa de financiamiento. Es el "mercado libre" que solo funciona cuando la mesa de dinero del BCRA o el Tesoro les compra su propia deuda. Intervención pura para maquillar el riesgo. 💣🔥
Muchísimo volumen en duales largos, el gobierno sale a pagar en los niveles que los venía licitando (tamar+10%), de cara a la lici de la semana próxima. Tasa a un día en torno a lo operado ayer (22%), aunque caución ahora algo más firme: opera en 24.50%.
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livermoreargento retweeted
Conclusiones a cargo del lector. Yo argentino
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livermoreargento retweeted
Q barato está el dólar.. debe ser lo único
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livermoreargento retweeted
Se despierta la bestia, el censurado, el único, el inevitable.
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livermoreargento retweeted
SE ACELERA EL 2018 DE MILEI VAYAN A COMPRAR PRODUCTOS NO PERECEDEROS VIVIMOS LOS MEJORES 3 AÑOS DE MILEI LO QUE SE VIENE VA A SER UNA CATASTROFE LA CARNE DE BURRO VA A SER UN LUJO
EEUU: el peor resultado posible para Milei. Paliza total. Desastre todo para los libertarios.
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livermoreargento retweeted
Hola a todos yo soy Javier "El Drapie" Milei. Vengo a bailar y mufar con mi apoyo a cualquier candidato o partido político que tenga una elección
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Qué es éste WhatsApp de tu ex ? Es un borrador.
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Trump dinamitó su presidencia siendo una herramienta de los judíos. Lo que podría haber sido un 2do mandato heroico para salvar occidente, se transformó en luchar guerras supremacistas judías que además con ayuda de EEUU infiltraron todo gobierno occidental. Ahora hay que arreglar esto.
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livermoreargento retweeted
“Donald, si se complica pronunciar mi nombre, llamame senador”.
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livermoreargento retweeted
♥️♥️♥️
Hoy es la primera vez en la historia de la humanidad en que el mundo es un lugar un poquito mejor gracias a una decisión de los yanquis. Ahora nos toca a nosotros...
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