Ing. Agr., con varios "Ex." -agrobrokers SRL- “Siempre hay personas muy inteligentes con buenas razones para estar del otro lado de mi posición.” P. Brandt
Es difícil imaginar una forma más estúpida o más peligrosa de tomar decisiones que poner esas decisiones en manos de personas que no pagan ningún precio por equivocarse.”
-Thomas Sowell-
George Washington understood a timeless truth: agriculture is of primary importance.
It was an honor to speak tonight at Mount Vernon as we celebrated America's 250th birthday and the men and women who continue that legacy every single day.
For 250 years, America's farmers and ranchers have fed our families, strengthened our economy, defended our freedom, and preserved the values that make this nation exceptional.
That is why @POTUS and our entire administration are putting Farmers FIRST. Because a strong America begins with a strong American farmer. 🇺🇸
Si vivís o pasas seguido por provincia de Santa Fe, esta datita te puede servir. Hay más de 100 radares ilegales cuyas multas no tienen validez si aplicas un poco de cintura
Persian Gulf is shutdown
No oil sales for GCC that needs USD
The only source of USD is Gold, UST and US equity
Trump can ignore Iran, he cannot ignore UST yield shooting up
🌮 incoming
The real danger isn't the size of any single toll—it's the precedent. Since the mid-20th century, international commerce has relied on the principle that strategic waterways remain open under relatively predictable rules.
If coastal states increasingly view chokepoints as revenue-generating assets rather than shared international corridors, shipping could face a patchwork of transit charges that functions like a global tariff system.
The result would be structurally higher transportation costs, more persistent inflation, slower global growth, and a more fragmented world trading system. That shift could prove as significant for globalization as the rise of tariffs has been for international goods trade.
“La virtud no es un sentimiento. Es una práctica, y las prácticas se atrofian cuando desaparece el incentivo para realizarlas. Quita a un hombre la necesidad de proveer, defender y decidir, y lo domesticas en lugar de liberarlo”
Rome fed 200,000 families free grain by 46 BC, and it called this generosity. Julius Caesar inherited a dole of 320,000 recipients and trimmed it, not out of principle but because the treasury was bleeding. This was the annona, the grain distribution that started as emergency relief under the Gracchi in 123 BC and hardened into a permanent entitlement. Once free grain became a right, no politician could touch it and keep his head.
You already know how this works, because you watch the same play run today. A subsidy arrives as mercy. It stays as an expectation. Then it becomes the thing men vote for instead of working for.
The Roman citizen once farmed his own land, served in his own legion, and expected nothing from the state but courts and roads. By the time Trajan was staging 123 days of games in AD 107, slaughtering 11,000 animals and pairing 10,000 gladiators for the crowd, that citizen had become a spectator. He no longer fought Rome's wars: hired auxiliaries and Germanic mercenaries did. He no longer fed himself: Egypt and North Africa did, shipped in on the public account. He no longer chose his rulers in any meaningful sense: he cheered them in the Colosseum and collected his ration.
The free grain and the free games purchased compliance, not compassion. A man dependent on the state for his dinner and his entertainment does not organize resistance to that state, and every emperor from Augustus onward understood the arithmetic. Panem et circenses was a bribe paid in exchange for civic surrender, and the mob accepted the terms gladly.
Here is the mechanism the welfare enthusiast never grasps. Virtue is not a feeling. It is a practice, and practices atrophy when the incentive to perform them disappears. Take away a man's need to provide, defend, and decide, and you domesticate him rather than liberate him. Rome spent four centuries proving it, then handed the ruins to Odoacer in AD 476 without much of a fight, because the men who might have fought had long since learned to wait for the grain ship instead.
"EL CEPO ES ANTIDEMOCRÁTICO"
El economista Ramiro Castiñeira analizó la modificación de la Carta Orgánica del Banco Central propuesta por el presidente Javier Milei y cuestionó la política monetaria aplicada durante los años de cepo cambiario.
"Lograron que estafar a los argentinos con inflación sea legal", afirmó.
Esto es #PulsoFinanciero, de lunes a viernes de 11 a 12, en vivo por nuestro canal de YouTube.
“Las economías tienen un tamaño mínimo debajo del cual no existen. La cultura del trabajo decide de qué lado del umbral vive una sociedad. La regulación excesiva puede empujarla al lado equivocado”. https://t.co/UcDO8VOfZl
JP Morgan 👇👇
La cuenta corriente base caja registró un superávit de 1.800 millones de dólares en mayo, frente a los 1.300 millones de abril, lo que elevó el superávit acumulado en lo que va del año a 2.000 millones de dólares.
Esta mejora fue impulsada una vez más por el comercio, ya que el superávit mensual de bienes alcanzó los 4.300 millones de dólares, respaldado por el continuo crecimiento de las exportaciones.
Tener presente que Argentina hoy tiene triple súperavit. Estos son el fiscal, comercial y de cuenta corriente. Nunca antes pasó.
The Romans understood something about cheap carbohydrate that we pretend not to.
Panem et circenses. Bread and circuses. The emperors kept the vast restless population of Rome quiet with two things. Free grain, and entertainment. Fill the belly with cheap bread and fill the day with spectacle, and a mob that might otherwise turn on you stays docile and manageable.
They knew, instinctively, that a people kept full of cheap starch and distraction is a people who do not make trouble.
It is not a conspiracy to notice that the modern arrangement rhymes with it rather neatly. The cheapest calories on every high street are the refined carbohydrates, the bread and the sugar, subsidised, everywhere, filling. And the circuses now fit in your pocket and glow at you all evening.
A population fed on cheap starch and endless spectacle is sluggish, docile, and too tired to ask difficult questions. The Romans did it on purpose and wrote it down.
We drifted into the same thing and call it convenience.
52.5 MMT of #soybean#corn and #wheat hedged at the Argentine futures market @a3mercados in the first half of the year (+17% YoY). New record. And for the first time in the history, the year could end with more than 100 MMT hedged. Congrats!
“Lamentablemente, es imposible que la estructura de producción que se adaptó a “surfear” la anormalidad sea exactamente la misma que la necesaria para navegar en la normalidad.” Concuerdo plenamente, es imposible. https://t.co/8FyroG1ud5
“acelerar el ritmo” de la baja de las retenciones, avanzar hacia su eliminación por ley y destrabar una agenda de reformas para mejorar la competitividad” - Elemental-