No. of Recommendations: 2
It sure seems like the idea is that it will just be the Maduro government (minus Maduro), but hoping that they'll now privatize the oil industry and give it to U.S. companies and stop the drug trade for us? I genuinely can't figure out what even the short-term strategy is....
I'm om the same spot, and I think the reason it looks like there isn't a short term strategy, is because there isn't a short term strategy. So we are saying nice things, but - why rule out Machado? That was likely the deal made. Machado and Gonzolez are out it seems, and we focus on the oil. It's much easier to develop the oil with the Chavismos and Bolsichicos cooperating and benefiting. Good transaction.
My guess right now.
