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
+0.25
hit rate
53%
mean α
+0.25%
signals 14d
21
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 17 scored bets: 53% hit rate, +0.25% mean alpha, trader score +0.25. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @franaldaya | · | Rubber was down below 10% the other day and is at 12.5% today. | · | tweet ↗ |
| 2026-07-02 | · | @franaldaya | · | US-law sovereign bonds for Argentina, Colombia, Mexico and Brazil closed mixed with percentage moves. | · | tweet ↗ |
| 2026-07-02 | GENN | @franaldaya | +0.35 | Genneia filed for the first Argentine US IPO since 2019. | · | tweet ↗ |
| 2026-07-02 | LOMA | @franaldaya | +0.00 | Loma CEO says investors focus more on Argentina than company fundamentals; includes ADR performance and analyst targets. | · | tweet ↗ |
| 2026-06-30 | · | @franaldaya | · | MSCI emerging markets index closed its most bullish quarter since 2009, led by Asian tech sectors. | · | tweet ↗ |
| 2026-06-26 | PAM | @franaldaya | +0.30 | Marcelo Mindlin bought US$3.77M in PAM shares between June 24 and 25. | -0.2% | tweet ↗ |
| 2026-06-26 | GGAL | @franaldaya | +0.40 | JPMorgan is bullish on 2 of 3 Argentine bank stocks; BBAR not in research. | +0.8% | tweet ↗ |
| 2026-06-26 | BMA | @franaldaya | +0.40 | JPMorgan is bullish on 2 of 3 Argentine bank stocks; BBAR not in research. | -1.3% | tweet ↗ |
| 2026-06-26 | BBAR | @franaldaya | +0.00 | JPMorgan is bullish on 2 of 3 Argentine bank stocks; BBAR not in research. | · | tweet ↗ |
| 2026-06-26 | SUPV | @franaldaya | +0.40 | JPMorgan is bullish on 2 of 3 Argentine bank stocks; BBAR not in research. | -0.2% | tweet ↗ |
| 2026-06-26 | · | @franaldaya | · | Argentine SMEs are financing at the lowest rate in over a year and a half. | · | tweet ↗ |
| 2026-06-25 | UBER | @franaldaya | -0.35 | Reports horrible recent Uber experiences with bad cars, dangerous driving and cancellations. | +3.0% | tweet ↗ |
| 2026-06-24 | · | @franaldaya | · | Argentina macro update cites FX forecasts, MSCI status, and GDP beat. | · | tweet ↗ |
| 2026-06-24 | · | @franaldaya | · | Argentina GDP per capita has not grown since capital controls, with chart link. | · | tweet ↗ |
| 2026-06-23 | · | @franaldaya | · | MSCI keeps Argentina standalone and has not begun reclassification consultation. | · | 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.