Author

@ivan_santiagob ivan_santiagob

Spanish-language macro/semis trader narrating index action with base-rate discipline

Real-time commentary on US indices, semis and Magnificent 7,

trader score
-0.78
hit rate
55%
mean α
-0.50%
signals 14d
53

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 20 scored bets: 55% hit rate, -0.50% mean alpha, trader score -0.78. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 24 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02GLD@ivan_santiagob+0.65Author likes gold at current levels and cites bullish seasonality and low real yields.
2026-07-02·@ivan_santiagob·Argues dollar longs may be wrong if Fed does not raise rates after weak data.·
2026-07-02·@ivan_santiagob·Reports June nonfarm payrolls below estimates and lower rate-hike odds.·
2026-07-02NFLX@ivan_santiagob+0.35Notes Netflix up 2.30% and hopes the move finally works.
2026-07-02·@ivan_santiagob·Reports June employment at 57k vs 110k expected, with stocks and gold bouncing.·
2026-07-01MSFT@ivan_santiagob+0.25Reports MSFT up 4%.+1.6%
2026-07-01·@ivan_santiagob·Says Nasdaq is down but July seasonality favors gains and value-stock pullbacks may rebound.·
2026-07-01META@ivan_santiagob+0.45Reports META up 11% at the open.-4.9%
2026-07-01·@ivan_santiagob·Calls Warsh statements very dovish.·
2026-07-01META@ivan_santiagob+0.35Reports META up 7%.-4.9%
2026-06-30·@ivan_santiagob·Reports Q2 and YTD performance for US indices and own portfolios.·
2026-06-30NFLX@ivan_santiagob+0.30Netflix is on important support zones and author expects better performance next month.+8.8%
2026-06-30GOOG@ivan_santiagob+0.35Retention chart says Meta apps lead followed by Google Chrome and YouTube.+0.8%
2026-06-30META@ivan_santiagob+0.45Retention chart says Meta apps lead followed by Google Chrome and YouTube.+3.5%
2026-06-30·@ivan_santiagob·US stocks are about to close their best quarter since 2020.·

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.