Author

@tebb29 tebb29

LatAm macro curator relaying sell-side research into an Argentina/Brazil bull narrative

Aggregates and editorializes bank research, analyst rating a

trader score
-1.50
hit rate
0%
mean α
-1.22%
signals 14d
26

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 5 scored bets: 0% hit rate, -1.22% mean alpha, trader score -1.50. Their last-14d mentions, direction-adjusted, have moved -3.9% since posting (mean over 2 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02OIL@tebb29-0.25BofA cuts long-term oil price forecast to $70 from $75.·
2026-07-02·@tebb29·Morgan Stanley bullish Argentina macro/equity framework with valuation data.·
2026-07-02·@tebb29·Morgan Stanley Brazil equity view: overweight but lower beta amid macro risks.·
2026-07-02YPF@tebb29+0.00Mentions YPF info and a price target in Instagram stories, without value.
2026-07-02BBD@tebb29+0.35Itaú BBA says Bradesco and Nubank should be Q2 bank highlights.·
2026-07-02NU@tebb29+0.35Itaú BBA says Bradesco and Nubank should be Q2 bank highlights.
2026-06-30·@tebb29·Spanish comment references inflation level 1600 as concern threshold.·
2026-06-30·@tebb29·HSBC warns of explosive dollar surge as Fed tightens through bond policy.·
2026-06-30SPX@tebb29+0.45BofA maintains year-end 2026 S&P 500 target at 7100.·
2026-06-30·@tebb29·BofA reiterates call for three Fed rate hikes in 2026 due to persistent inflation.·
2026-06-30OIL@tebb29-0.55Morgan Stanley warns of oil supply glut and cuts Brent forecasts to $75/bbl for 3Q26 and 4Q26.·
2026-06-30EM@tebb29-0.45BlackRock downgrades emerging market equities to neutral from overweight due to AI-related risks.·
2026-06-30·@tebb29·Citi says market exaggerates Argentina political risk and is favorable on bonds and equities in H2 2026.·
2026-06-26·@tebb29·Kashkari says he expects interest rates to remain unchanged in 2027.·
2026-06-26·@tebb29·Kashkari says he has an interest-rate increase planned for 2026, hawkish macro signal.·

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.