MrQuick_

Popular opinions only. On Vacation. Never got my pen licence.

[MrQuick_ @MrQuick_]

@macrocephalopod It’s killing me man, I’m starting to stress out and get anxious every time I read it. I think have AI slop ptsd already.

[MrQuick_ @MrQuick_]

@Larryjamieson_ Quant stuff, largely risk management. Never had the capability before, worked purely bottom up + vibes.
Get across multivariate regression so much quicker, stop me from doing dumb shit. Also options modelling for capital efficiency.

Implementation of what I do has changed.

[MrQuick_ @MrQuick_]

@teortaxesTex MiniCPM is absolute dogshit, have you even tried to use it? Benchmaxxed turd it is…

[MrQuick_ @MrQuick_]

@pupposandro @antirez “I lobotomised my model and it didn’t work as well as a higher quant smaller model”

I say in jest, it is an important datapoint to confirm it, the degradation is exponential going from 4-bit>2-bit

[Arrow Investor @ArrowInvestor]

If you're an ASX listed company outside the ASX 300 & not on the radar of Super Funds you are cooked.

via @MrQuick_

[MrQuick_ @MrQuick_]

@spacial_chuck Yeah fair, I did write this at 2am

I’ll amend to include cpi
If done at yr1 the hurdle rate is likely 9 when incl indexation rather than 11+ so prob a bit disingenuous

[MrQuick_ @MrQuick_]

April Fund Returns

Click on images for full view. You can get full scrolly nice tables at https://t.co/OnguODwM7w.

Also you can read it on the stack too.

Data ranked by monthly performance.

Fixed Income to get us started.

[MrQuick_ @MrQuick_]

Thoughts of the Month (3/3)

[MrQuick_ @MrQuick_]

Global Equities

[MrQuick_ @MrQuick_]

Thoughts of the Month (2/3)

[MrQuick_ @MrQuick_]

Domestic Microcaps

[MrQuick_ @MrQuick_]

Domestic Small & Mid Caps

[MrQuick_ @MrQuick_]

Private Credit

[MrQuick_ @MrQuick_]

Domestic Large Caps

[MrQuick_ @MrQuick_]

@SemiAnalysis_ In my phone from 2 years ago, never changes!