🐺 Argentinian President wins in a Landslide Victory... Why Care?

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Market Recap…

In November 2023, Javier Milei was elected President of Argentina by a wide margin. Running as a libertarian with a background in economics, he campaigned on a promise of sweeping economic reforms.

During his first year in office, Milei prioritized deregulation, aggressive spending cuts, and the elimination of numerous government departments. One viral video shows him listing departments while repeatedly saying, “afuera, afuera, afuera.”

Economically, Argentina experienced a classic “J-curve”—a sharp initial downturn followed by a strong recovery. Although his early months were turbulent, inflation has since stabilized, and the stock market has climbed 98% over the past year.

This week, I spoke with a professor about whether the U.S. could undergo a similar transformation under D.O.G.E. Elon Musk and Milei have formed a close relationship, and D.O.G.E. appears to be adopting a comparable strategy, focused on cutting spending and restructuring government. Treasury Secretary Bessent has even described the current phase as a “detox” period, with possible department eliminations under consideration.

Of course, the U.S. and Argentina are very different countries. But the parallels between Milei’s economic approach and what we’re seeing under D.O.G.E. are hard to ignore. If the U.S. follows a similar J-curve path, today’s negativity may soon fade into the rearview.