Calls
1
Jim Craig
CIO, Stone Harbor Investment Partners
Win Rate
100.0%
return
+2.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 02
$89.75
+2.5%
Stone Harbor has "beefed up" exposure to Argentina and Venezuela (bonds up 46% YTD). They view Latin America as a "winner" in this geopolitical setup. As the Middle East becomes uninvestable or risky, capital flows to other commodity-rich regions. Argentina offers oil exposure and a reform narrative that is uncorrelated to the war in Iran. Long LatAm as a geopolitical diversifier. Argentina's idiosyncratic political risks and history of default.
Stone Harbor has "beefed up" exposure to Argentina and Venezuela (bonds up 46% YTD). They view Latin America as a "winner" in this geopolitical setup. As the Middle East becomes uninvestable or risky, capital flows to other commodity-rich regions. Argentina offers oil exposure and a reform narrative that is uncorrelated to the war in Iran. Long LatAm as a geopolitical diversifier. Argentina's idiosyncratic political risks and history of default.
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Jim Craig has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: ARGT.
