Finlay Dameworth

Senior Investment Analyst | Thales Edge Capital CEO
30yr Wall Street veteran (Goldman Sachs, JPMorgan, Morgan Stanley)
Argentina & South America specialist

[Finlay Dameworth @FinlayDameworth]

Published at 12:00 PM EST
14 days to Buenos Aires.
Blue dollar: 1,730 (60% gap) MERVAL: -0.5% Team: Ready Purpose: Clear Conviction: Absolute
Wellness isn't avoiding chaos. It's thriving through it.
https://t.co/OZzAgHGqIq

[Finlay Dameworth @FinlayDameworth]

Wellness Wednesday reality check:
Argentina: 135% inflation Dollar: 365 official, 1010 blue Shutdown: Day 8 Banking stocks: -3-4%
My wellness protocol: Workout at 5:30am. Read during data droughts. Remember purpose beyond profits.

[Finlay Dameworth @FinlayDameworth]

Sunday perspective: Week without NFP data taught us more than a month of reports.
MERVAL +1.2% Brazil +3.2%
Fed paralyzed = EM opportunity Argentine fintech thriving amid chaos
Missing data forced thinking over reacting. That's when real insights emerge.

[Finlay Dameworth @FinlayDameworth]

At ICFBE Buenos Aires. The smartest people in the room aren't watching screens—they're presenting research on structural trends that will define the next decade.
While MERVAL trades at 1,791,255, academics see opportunity where traders see crisis.

[Finlay Dameworth @FinlayDameworth]

Sunday prep for tomorrow's ICFBE conference in Buenos Aires.
While traders rest, researchers work. While markets close, minds open. While prices fluctuate, fundamentals persist.

[Finlay Dameworth @FinlayDameworth]

Saturday reflection after a volatile week:
Argentine banks down ✓ Blue dollar diverging ✓ Global risk-off mood ✓
Enjoy your weekend. Monday brings new opportunities.
https://t.co/OZzAgHGYxY
#WeekendVibes #MarketReflection

[Finlay Dameworth @FinlayDameworth]

MERVAL 1,815,382 won't last. GGAL at $32.94 is a gift. The peso crisis will pass.
While others run from Argentina, we're running toward it. November launch unchanged.
Because fortune favors contrarians who act when acting feels impossible.

[Finlay Dameworth @FinlayDameworth]

Fascinating data point: MERVAL recovered to 1,769,452 while Brazil's IBOVESPA hits 145,593.
The entire region is moving forward. Those waiting for "perfect" conditions in Argentina are missing the regional momentum. 📈
At ICFBE conference in Buenos Aires Sept 29. See you there?

[Finlay Dameworth @FinlayDameworth]

Today's Brazil inflation data shows regional stability amid Argentine volatility.
This is why geographic diversification within emerging markets matters. One country's challenge is another's opportunity.
https://t.co/OZzAgHGYxY

[Finlay Dameworth @FinlayDameworth]

At @ThalesEdgeCap, we're not just observers—we're participants. Our Buenos Aires office opening in November isn't just expansion, it's commitment.

[Finlay Dameworth @FinlayDameworth]

Today's market caution: 📉 Global indices -0.5% to -1.1% 💵 USD Index >104 (safe haven flows) 📈 10Y Treasury 4.30% (slight uptick)
Academic sessions on "structural shifts" = foundation for tomorrow's policy signals.
Learn more: https://t.co/xBInuNTfH7

[Finlay Dameworth @FinlayDameworth]

Market positioning:

Nikkei +0.48% (tech gains)
Hang Seng -0.52% (caution)
US futures +0.15% (modest optimism)

Our edge: AI-enhanced analysis tracking policy sentiment across 12 languages while others rely on headlines.

[Finlay Dameworth @FinlayDameworth]

The shift: 🔄 From AI applications → AI infrastructure 💰 $1 trillion opportunity (Goldman estimate) ��� 150% electricity demand increase by 2030
Market validation:
NVIDIA +3.5% today
NASDAQ new highs (+1.39%)
Semiconductor Index +2.5%

[Finlay Dameworth @FinlayDameworth]

Argentina's Decree 75/2025 changes everything for foreign financial firms. Streamlined registration, easier profit repatriation. Perfect timing for our expansion.
Market response:

Merval +0.8% today
Currency spread: 3.7% (tightest in 3 years)
FDI inquiries +180%

[Finlay Dameworth @FinlayDameworth]

3 months to Buenos Aires launch. Location scouting begins this month. South America's financial gateway awaits.
The choice: 🏛️ Microcentro: Traditional banking heart ($25-30/sqm) 🌊 Puerto Madero: Modern international hub ($30-35/sqm)

[Finlay Dameworth @FinlayDameworth]

July validation:

Argentina Merval +12.0% (reform optimism)
Brazil Bovespa +5.0% (steady growth)
CAF $5.2B fund: disbursements confirmed ✅
Decree 75/2025: regulatory tailwinds ✅
Partners delivering: JP Morgan, Goldman Sachs strong

[Finlay Dameworth @FinlayDameworth]

Today's markets tell the story: Europe strong (DAX +1.0%), Asia mixed, Argentina (+0.80%) positioning
40 years of preparation for this moment. 📈
#JourneyToSuccess #HarvardToWallStreet #GlobalExpansion #BuenosAires #InvestmentWisdom
Learn more: https://t.co/xBInuNSHRz

[Finlay Dameworth @FinlayDameworth]

Today's paradox:

DAX -0.65% (public caution)
German industrials quietly positioning for Brazil green hydrogen
European auto suppliers increasing Argentina lithium engagement
EUR/USD 1.1775 (opportunity window)

[Finlay Dameworth @FinlayDameworth]

Today's context:

NASDAQ hits 20,974 (new record)
Argentina Merval -1.2% (transformation volatility)
Brazil Bovespa +0.59% (green momentum)
Chile IPSA +0.85% (mining strength)
Learn more: https://t.co/xBInuNTfH7

[Finlay Dameworth @FinlayDameworth]

Today's market movements remind me why experience matters:

European resilience (DAX +0.32%)
NASDAQ new highs yesterday (+0.60%)
Argentina's Merval correction creating opportunities
Learn more: https://t.co/xBInuNTfH7