Author
@RESERVAdeVALOR RESERVAdeVALOR
grade Cx.com/RESERVAdeVALOR ↗
Named Argentine macro-thematic commentator pairing Milei reform optimism with global megatrend baskets
Curates and synthesizes macro frameworks and secular-theme b
trader score
-1.11
hit rate
35%
mean α
-0.41%
signals 14d
60
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: 35% hit rate, -0.41% mean alpha, trader score -1.11. Their last-14d mentions, direction-adjusted, have moved -15.2% since posting (mean over 26 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @RESERVAdeVALOR | · | Highlights weak Argentine investment and poor construction and commerce performance. | · | tweet ↗ |
| 2026-10-16 | · | @RESERVAdeVALOR | · | Argues that Western pay-as-you-go pension systems function as Ponzi schemes. | · | tweet ↗ |
| 2026-10-16 | · | @RESERVAdeVALOR | · | Expects higher US long-term yields unless policy conditions change. | · | tweet ↗ |
| 2026-10-16 | · | @RESERVAdeVALOR | · | Equates US core CPI conceptually with Argentina's core inflation measure. | · | tweet ↗ |
| 2026-10-15 | TSM | @RESERVAdeVALOR | +0.55 | Reports TSMC expects strong advanced-chip demand and a Q4 ramp in 2nm production. | -0.9% | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Cited industry executive says Vaca Muerta prevents Argentina from needing oil imports. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Cites Renault Argentina's CEO criticizing distortionary taxes and laments lack of political debate. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Attributes a strong Argentine peso to favorable internal and external fundamentals. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Favors strengthening Argentina's competitive advantages globally. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Argues Argentina is midway through a major positive structural transformation under Milei. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Uses historical comparison to warn Argentina against returning to populist socialist policies. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Characterizes Argentina's September 2026 core-inflation reading as favorable. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Argues that deep reforms to production, costs and incentives require a long time after decades of decline. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Strongly endorses Milei's economic model as the correct long-term policy framework for Argentina. | · | tweet ↗ |
| 2026-10-14 | · | @RESERVAdeVALOR | · | Reports Argentine vehicle registrations increased 12.8% year over year in Q3 2026. | · | 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.