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Ricardo A Sierra

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@risierra88

Convencido que hay futuro si el presente se protege. CEO (Culture Energy Officer) @Celsia_Energía -Vivan los libros- @bukz_co - Libertanker
Medellín, Colombia linktr.ee/EsTiempoDeLeer Joined January 2011
884 Following 13K Followers 12K Posts

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Ricardo A Sierra Verified account @risierra88
Está operación de concretarse es un verdadero gana-gana para todos los involucrados, veamos:

- Para @EMCALIoficial que ha sido nuestro socio por tantos años en Celsia Colombia, le permite una importante integración vertical con todas sus ventajas y otros elementos cualitativos que Salvajina les permite accesar y
- Para @Celsia_Energia y los accionistas que permanecemos en la compañía, nos permite acrecentar nuestra participación y lograr una importante reducción de deuda. Todo en el camino de mantener la disciplina estratégica y alcanzar los objetivos de desapalancamiento reportados en ACE de @Grupo_Argos

En este hilo pueden ver el detalle y el comunicado a nuestros accionistas, es clave hacer notar que detalles y cifras de la futura negociación los haremos conocer tan pronto se tengan las autorizaciones respectivas.

A todo el equipo de celsianos que opera la central y la gestiona de forma impecable una felicitación muy grande, y vemos con toda la mejor energía un futuro proceso de transición de la operación de hasta 5 años y adicionalmente tendremos en Celsia Colombia un contrato de energía con SALVAJINA por un tiempo similar que iremos desescalando gradualmente para no afectar a nuestros clientes, ni nuestra estrategia comercial.
Celsia Verified account @Celsia_Energia Oct 16
Información para nuestros accionistas: @EMCALIoficial pidió al @ConcejoCali_ autorización para vender su 18,06 % en Celsia Colombia.
En paralelo, analizamos una posible operación que aumentaría nuestra participación en la filial y reduciría deuda. Les contamos los detalles: 👇🏽
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Ricardo A Sierra Verified account @risierra88
Ojalá @ABDELAESPRIELLA y @jrestrp sean capaces de lograr las dos al tiempo. 🤞🐅🇨🇴
Brivael Le Pogam Verified account @brivael 5d
History will remember two men as the ones who exposed the empire of lies: Javier Milei and Nayib Bukele.

For decades, the same class of experts, NGOs, think tanks and international institutions told us two things were impossible.

That you could kill inflation without destroying a country.

That you could kill violent crime without "addressing root causes" for another 30 years.

Milei took the first one.

Argentina, December 2023: inflation over 200% a year, 25% in a single month. A central bank printing money to fund a state that had become a vote-buying machine. Every economist on TV predicted a social explosion if anyone touched it.

He cut the number of ministries in half. He balanced the budget in his first year. Monthly inflation went from 25% to under 2%. Poverty, which peaked at 52.9% right after the devaluation, fell to 28%, the lowest since 2018. It's not a straight line, poverty ticked back up this year, and he says so himself. But the point is proven: the "impossible" was possible all along.

The lesson is brutal. Endless money printing was never a technocratic necessity. It was a hidden tax on the poor, quietly paying for the people who designed the system and lived off it.

Bukele took the second one.

El Salvador, 2015: 106 homicides per 100,000 people. The most violent country on earth outside a war zone. Gangs ran neighborhoods, taxed every bus driver and every street vendor, and decided who lived and who died.

El Salvador, 2025: 1.3 per 100,000. Lower than the United States.

Every international expert said it couldn't be done. The NGOs called it barbaric. Salvadorans re-elected him with over 80% of the vote, because they're the ones who used to bury their kids.

And now his helicopters are in Haiti, pulling his own soldiers out of gang territory, telling the gangs: we finished with ours, we can finish with you.

So ask yourself the real question. If it was this simple, why didn't anyone do it?

Because an entire ecosystem lived off the problem.

Inflation funded the state that funded the clients that funded the elections. Crime created fear, and fear created demand for programs, consultants, studies, panels, subsidies and "experts" who never had to deliver a result. In Latin America it was the gangs. In the West it's mass immigration with no integration and crime with no consequences. Different symptom, same business model: the problem is never solved because too many people are paid to manage it.

Milei and Bukele didn't just fix two countries. They published the proof. Every politician who still says "it's complicated" now has to explain why a guy with a chainsaw and a guy with a baseball cap did in two years what they couldn't do in forty.

Thank you Javier Milei. Thank you Nayib Bukele.

The world is going to heal with your solutions.

Europe is next. We're waiting.
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Ricardo A Sierra Verified account @risierra88
Espectacular. Qué gesta.
Juegos Olímpicos™ Verified account @juegosolimpicos Nov 5
¡Emanuel Otálvaro es medallista de plata! 🇨🇴🥈

En el tenis de mesa de #Dakar2026, el colombiano cayó contra el japonés Ryuusie Kawakami por 4-2. 🏓

Una gran tarea de Emanuel, que se lleva una enorme experiencia y un premio merecido. 👏

#JuegosOlímpicos l @OlimpicoCol
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Ricardo A Sierra Verified account @risierra88
Una interesante y provocativa forma de ver que eliminando regulaciones “equivale” y por ende bajando el costo de operar a todo tipo de empresas, equivale a tener mejores “tasas de cambio” para los exportadores. Buenas ideas para el debate en Colombia que llegan del gobierno libertario argentino. @LuisCaputoAR @fedesturze @ColombiaCompite @Majobernalgavi1 @libertank @Danielbricen @DanielRaisbeck
Oficina de Respuesta Oficial Verified account @RespOficial_Arg Nov 4
El Ministro @LuisCaputoAR, en la conferencia anual 2026 de Fundación FIEL, desmonta la discusión del tipo de cambio: “Ya bajamos tres puntos de impuestos, estamos bajando, como saben, más. Eliminamos más de 17.000 regulaciones, algo de lo que se habla poco, pero le voy a dar algún ejemplo: es el costo financiero. Ahí el costo financiero es bien, bien claro para entender cuánto más relevante es que el tipo de cambio. Hoy una pyme se financia al 80% en pesos, cuando la tasa del mercado es más o menos 25. Si nosotros lográramos que una pyme se financiara a una tasa razonable, 35 o 40, estaría ahorrando 40, 45 hasta 50 puntos de costo financiero. Eso es el equivalente que nosotros a una pyme exportadora le subiéramos el tipo de cambio a 2.100. Entonces, fíjense que poco importa si el tipo de cambio vale un 5% más o un 5% menos cuando tenemos una distorsión en lo que es el costo financiero tan fenomenal”.
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Ricardo A Sierra Verified account @risierra88
Electricidad.
Euwyn Verified account @euwyn Nov 3
Elon Musk says the AI boom will hit a WALL by the end of 2026.

He says the whole industry is about to learn a hard lesson in hardware.

Chip output is exploding, but electricity is nearly flat everywhere outside China.

So the two lines cross this year.

He says by the end of the year, we will be making more AI chips than we can actually turn on.

Millions of them pile up with nowhere to plug in.

In his words, the bottleneck for the next year is not chips, it is raw power.

Whoever can turn on the most chips fastest wins the race.

In the end, the AI race comes down to one thing:

Raw electricity.

— Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast
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