Monday, July 3, 2023

Maybe we are starting to regain height


Today's TASE and NASDAQ markets show an advance in the two or three stocks I am invested in. ZIM received BUY recommendations from several analysts. Only yesterday they announced ZIM's funeral. 

In Argentina, Rogelio Frigerio is the candidate for the government of Entre Rios province. The Rogelio I knew was a Marxist ideologist allied to President Arturo Frondizi. It appears he had purchased an estancia in the province. So much for his "desarrollismo" - a long-forgotten ideology proposing accelerated, Stalinist-style industrialization of the country. The man ended up as a landowner. The current Rogelio is his grandkid, a born landed aristocrat, a conservative estanciero. I am so old that am able to notice history's irony. 

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