Author

@franaldaya franaldaya

LATAM macro-and-equities analyst who fades consensus with Argentina/Colombia data

Analyzes and relays Argentina/Colombia/LATAM macro (FX, sove

trader score
+1.05
hit rate
75%
mean α
+1.27%
signals 14d
5

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 8 scored bets: 75% hit rate, +1.27% mean alpha, trader score +1.05. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 2 mentions with price data).

Recent signals5receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27GGAL@franaldaya+0.50Reports restored Q2 profitability and signs of improvement in loan delinquencies.-1.6%
2026-08-27GGAL@franaldaya+0.30Q2 update shows stronger margins, lending and profit but materially higher delinquency ratios.-1.6%
2026-08-25·@franaldaya·Compares Greece and Argentina using exports of goods and services as a share of GDP.·
2026-08-25·@franaldaya·Compares Greek and Argentine GDP per capita and details Greece's sector composition.·
2026-08-24·@franaldaya·US debt-to-GDP is reported at 123% versus 31% in 1981 and broadly flat over six years.·

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.