Author
@ulisesarayad ulisesarayad
grade Bx.com/ulisesarayad ↗
Bilingual macro-valuation analyst bridging US AI/semis earnings and Chilean equity markets
Posts data-heavy valuation and macro analysis, arguing wheth
trader score
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hit rate
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signals 14d
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Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 3 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @ulisesarayad | · | Claims Chilean copper futures sales to China caused $4.7 billion in losses. | · | tweet ↗ |
| 2026-10-16 | · | @ulisesarayad | · | Argues derivatives, not long-term bonds, caused the pension-fund losses. | · | tweet ↗ |
| 2026-10-16 | · | @ulisesarayad | · | Introduces analysis of swaps and large losses in Chile's Fondo E pension fund. | · | tweet ↗ |
| 2026-10-15 | · | @ulisesarayad | · | References PCE projections based on CPI and PPI data, but supplies no values. | · | tweet ↗ |
| 2026-10-15 | · | @ulisesarayad | · | Criticizes inconsistent claims about bonds and purported hedging derivatives. | · | tweet ↗ |
| 2026-10-15 | · | @ulisesarayad | · | Explains why Chile's Fondo E carried excess duration and risk under an outdated regime. | · | tweet ↗ |
| 2026-10-15 | C | @ulisesarayad | +0.00 | Explains how rising floating rates generated mark-to-market swap losses for Chilean pension funds. | -2.1% | tweet ↗ |
| 2026-10-15 | BAC | @ulisesarayad | +0.00 | Explains how rising floating rates generated mark-to-market swap losses for Chilean pension funds. | -2.2% | tweet ↗ |
| 2026-10-15 | · | @ulisesarayad | · | Criticizes pension-fund duration management and the use of rate swaps. | · | tweet ↗ |
| 2026-10-15 | · | @ulisesarayad | · | Introduces analysis of Chilean stocks being bought and sold by institutional fund types. | · | tweet ↗ |
| 2026-10-15 | ECH | @ulisesarayad | +0.20 | Notes unusually interesting ECH volume, probably driven by foreign investors. | · | tweet ↗ |
| 2026-10-15 | · | @ulisesarayad | · | Says the unidentified asset closed above its 200-day moving average. | · | tweet ↗ |
| 2026-10-15 | · | @ulisesarayad | · | States that the unidentified asset's longer-term uptrend remains intact. | · | tweet ↗ |
| 2026-10-15 | IPSA | @ulisesarayad | +0.25 | Reports that Chile's IPSA index continues to hold its 200-day moving average. | · | tweet ↗ |
| 2026-10-12 | · | @ulisesarayad | · | Morgan Stanley sees a $240B AI-linked power-infrastructure opportunity through 2029. | · | 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.