Geólogo Trader Newsletter - August & September Recap
From Bali weddings to Milei under pressure in Argentina, and now into Colombian fieldwork with Andina Copper.
Here is exactly where I’ve been these past weeks.
I don’t think there’s any point writing shite just to keep up appearances. To me, it’s just a waste of your time and people (should) see straight through it.
Right now I’m back on the continent of antics, South America, in Medellín, about to head out into the copper jungle with Andina Copper. Things are picking up fast and I’m fully involved in the fieldwork.
Fancy that. If you’d told me a couple of years ago, when I was sitting in a comfortable air conditioned office at an Australian mine site, that I’d be here now, I would have laughed and told you where to go.
Over the past couple of weeks I was in Bali celebrating my mentor and good friend getting married.
It was great to be back and catch up with Ferg and a few mates we have in common. I lived in Bali for about four years back when I was working as an exploration geologist in Australia, so the place always feels familiar.
The wedding itself was a serious show. An absolute spectacle with a great group of people, held in a part of Bali I had never visited before, Ungasan in Uluwatu.
In classic Ferg fashion, a man of calculated words, he nailed it in his wedding speech. He spoke about how rich he is in life, family, health, lifestyle, friendships, and that is what truly matters most.
It was great to spend time with Ferg, and of course I picked his brain on where he’s putting money to work. Off the back of that I’ve made a few changes to my own portfolio.
Markets are running hot right now, and it feels bloody good knowing that whatever I’m sitting on are taxed through my US LLC setup.
For those keeping track, that’s the blueprint I’m following to build proper wealth over the next few years.
In this article I’ll share my current portfolio, a few thoughts on the international banking side of things, and some comments on Argentina as Milei got blitzed in the first round of the midterms.
Argentina, the same old shit?
I have noticed Argentina feels cheap again, at least when I look at my bills from the past month. It is wild how quickly the pendulum swings down here. One month you feel the squeeze, the next you are suddenly back on easy street.
