Author
@franaldaya franaldaya
grade Bx.com/franaldaya ↗
LATAM macro-and-equities analyst who fades consensus with Argentina/Colombia data
Analyzes and relays Argentina/Colombia/LATAM macro (FX, sove
trader score
-0.58
hit rate
45%
mean α
-0.44%
signals 14d
16
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 11 scored bets: 45% hit rate, -0.44% mean alpha, trader score -0.58. Their last-14d mentions, direction-adjusted, have moved +4.8% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @franaldaya | · | Only slightly over 10% of 32 finance executives held an openly negative Latin America view. | · | tweet ↗ |
| 2026-10-16 | · | @franaldaya | · | BofA survey shows improving expectations for Argentine assets. | · | tweet ↗ |
| 2026-10-16 | · | @franaldaya | · | Summarizes Argentine bond weakness, US inflation and an AI-led Asian technology selloff. | · | tweet ↗ |
| 2026-10-15 | RIO | @franaldaya | -0.35 | Rio Tinto expects El Niño rains in Argentina to hurt lithium production. | -7.5% | tweet ↗ |
| 2026-10-15 | · | @franaldaya | · | Compares UK inequality and GDP per capita with the United States. | · | tweet ↗ |
| 2026-10-15 | · | @franaldaya | · | Notes Uruguay's GDP per capita is 70% higher than Argentina's but questions visible impact. | · | tweet ↗ |
| 2026-10-14 | · | @franaldaya | · | Reports gold falling 1.9% on fears of additional US rate hikes after inflation data. | · | tweet ↗ |
| 2026-10-07 | · | @franaldaya | · | Promotes a message urging businesses not to delay investment over 2027 electoral risk. | · | tweet ↗ |
| 2026-10-07 | PAM | @franaldaya | +0.55 | Catalogues PAM-linked energy and industrial investments, approvals, capacity and export potential. | -0.8% | tweet ↗ |
| 2026-10-07 | GLOB | @franaldaya | +0.00 | Shares interviews with leaders linked to GLOB and AGRO without stating a directional view. | +26.9% | tweet ↗ |
| 2026-10-07 | AGRO | @franaldaya | +0.00 | Shares interviews with leaders linked to GLOB and AGRO without stating a directional view. | · | tweet ↗ |
| 2026-10-06 | · | @franaldaya | · | Argentina's central-bank survey cuts its 2026 growth forecast by 0.6 percentage points. | · | tweet ↗ |
| 2026-10-06 | YPF | @franaldaya | +0.25 | Points to management commentary explaining YPF's yearly record highs. | -0.9% | tweet ↗ |
| 2026-10-06 | MELI | @franaldaya | +0.30 | Highlights MELI as a case of unusually wide Argentine corporate margins. | -2.6% | tweet ↗ |
| 2026-10-05 | YPF | @franaldaya | +0.35 | Discussion covers YPF export infrastructure, LNG contracts and shares at record highs | -1.1% | tweet ↗ |
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.