Author

@cristiannmillo cristiannmillo

Tireless Argentina macro aggregator riding the Milei reform and Vaca Muerta bull thesis

Curates and synthesizes a high-frequency stream of Argentine

trader score
-0.07
hit rate
40%
mean α
-0.03%
signals 14d
79

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 10 scored bets: 40% hit rate, -0.03% mean alpha, trader score -0.07. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 7 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27·@cristiannmillo·报告阿根廷央行当日购汇9300万美元且汇率小幅下降。·
2026-08-27·@cristiannmillo·LCG数据显示8月第四周食品饮料价格仅涨0.1%,月涨1.2%,通胀继续放缓。·
2026-08-27·@cristiannmillo·称大豆创52周新高并明确认为还会继续上涨。·
2026-08-27·@cristiannmillo·报告赣锋锂业将投资1.8亿美元扩大在当地布局,为其第三个项目。·
2026-08-27·@cristiannmillo·JPM认为阿根廷银行基本面仍复杂,估值约1.0–1.2倍P/BV且上行有限。·
2026-08-27·@cristiannmillo·CAC数据显示7月家庭消费同比增2%、环比增0.9%。·
2026-08-27·@cristiannmillo·以图表比较不同总统任期的抵押贷款活动,称Milei前几乎为零。·
2026-08-27·@cristiannmillo·高度肯定阿根廷央行过去两年的管理及成果。·
2026-08-27·@cristiannmillo·认为隔夜回购利率恢复正常有助于抑制影响经济活动的利率波动。·
2026-08-27·@cristiannmillo·阿根廷国家风险下降1.4%并跌破510基点,债券上涨。·
2026-08-27·@cristiannmillo·Citi数据显示阿根廷大众消费7月同比降2.6%,多数品类和渠道仍疲弱。·
2026-08-27·@cristiannmillo·分享Citi关于阿根廷大众消费渠道的图表。·
2026-08-26·@cristiannmillo·Calls a potential NOAA +2.5°C El Niño scenario historic.·
2026-08-26·@cristiannmillo·Reports soybeans near 460 and up almost 2%, with wheat also surging, and says it is just beginning.·
2026-08-26·@cristiannmillo·Argentina will direct $2T of ANSES funds toward long-term bank mortgage financing.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.