Author
@tebb29 tebb29
grade Cx.com/tebb29 ↗
LatAm macro curator relaying sell-side research into an Argentina/Brazil bull narrative
Aggregates and editorializes bank research, analyst rating a
trader score
+0.30
hit rate
54%
mean α
+0.21%
signals 14d
45
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 13 scored bets: 54% hit rate, +0.21% mean alpha, trader score +0.30. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @tebb29 | · | Reports Treasury comments on Japan, FX operations and disorderly yen risk | · | tweet ↗ |
| 2026-08-28 | · | @tebb29 | · | Warsh calls inflation more concerning and cites 3.7% trailing PCE | · | tweet ↗ |
| 2026-08-28 | YPF | @tebb29 | -0.15 | UBS forecasts growth but says positive YPF catalysts are already priced in | — | tweet ↗ |
| 2026-08-28 | · | @tebb29 | · | Warsh signals more policy work if inflation fails to approach 2% quickly | · | tweet ↗ |
| 2026-08-28 | · | @tebb29 | · | Increase exposure to Argentina 2041 USD bonds — Morgan Stanley recommends increasing exposure to Argentina 2041 bonds | · | tweet ↗ |
| 2026-08-28 | YPF | @tebb29 | +0.25 | UBS raises YPF target to $55 from $48 and maintains Neutral | — | tweet ↗ |
| 2026-08-27 | · | @tebb29 | · | JPMorgan says a new BCRA framework expands dollar lending and could unlock 6%–8% credit growth. | · | tweet ↗ |
| 2026-08-27 | · | @tebb29 | · | XP expects Brazilian rate cuts to continue and lowers its 2026 Selic forecast to 13.25%. | · | tweet ↗ |
| 2026-08-27 | NVDA | @tebb29 | +0.40 | Multiple firms reiterate bullish ratings and raise or maintain Nvidia price targets. | -4.6% | tweet ↗ |
| 2026-08-26 | · | @tebb29 | · | Morgan Stanley upgrades Chilean equities to Buy while remaining cautious but not bearish on Brazil. | · | tweet ↗ |
| 2026-08-26 | NU | @tebb29 | -0.10 | Wolfe Research maintains Outperform on NU but lowers its price target to $17. | -5.7% | tweet ↗ |
| 2026-08-25 | · | @tebb29 | · | Reports Morgan Stanley reducing Brazil to equal-weight. | · | tweet ↗ |
| 2026-08-25 | PAM | @tebb29 | +0.40 | Citi reiterates Buy ratings and explicit targets for CEPU and PAM. | +0.9% | tweet ↗ |
| 2026-08-25 | CEPU | @tebb29 | +0.40 | Citi reiterates Buy ratings and explicit targets for CEPU and PAM. | — | tweet ↗ |
| 2026-08-25 | PAM | @tebb29 | +0.00 | Points readers to charts containing price targets, without stating the levels. | +0.9% | 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.