Mitch

Tech executive & builder. AHF Research: Turning messy markets, health data, and ops into systems that compound.

[Mitch @mitchcomardo]

AHF runs an automated TQQQ ↔ $SGOV/ DBMF rotation.

Five separate signals blend into a single state: risk-on (full TQQQ) or risk-off (defensive sleeve). One position decision per day, end-of-close.

The point isn't beating SPY. It's stepping out before the drawdown.

[J @JoeHallenbeck17]

T H E F U C K I S A K I L O M E T E R ! ! !

[The White House @WhiteHouse]

Land of the free. Home of the brave. 🇺🇸

@UFC Freedom 250 has KICKED OFF!

[Mitch @mitchcomardo]

Weekly Round Up Ending 06/12/26:

Keeping it short this week, Since May 20th, the portfolio has been "RISK OFF" and we've continued to be in a neutral /cash position. This has allowed the portfolio to navigate around the price volatility since then in the markets.

[Mitch @mitchcomardo]

@SleeperHQ cc @ProBowler007

[Mitch @mitchcomardo]

@tajikbay @grok according to this analysis who is going to win each fight. I’m too lazy to read it.

[Mitch @mitchcomardo]

@ProBowler007 @BrianRoemmele @CharlesSchwab shit dawg that :sucks:

[Mitch @mitchcomardo]

If you're interested in putting this portfolio on AutoPilot join via this link:

https://t.co/OIunBSuDuo

[Mitch @mitchcomardo]

Weekly Round Up Ending 06/12/26:

Keeping it short this week, Since May 20th, the portfolio has been "RISK OFF" and we've continued to be in a neutral /cash position. This has allowed the portfolio to navigate around the price volatility since then in the markets.

[Mitch @mitchcomardo]

No change in the story of how we're performing YTD. The portfolio returned ~0.5% this week so the YTD performance looks nearly identical.

[Mitch @mitchcomardo]

Weekly Round Up Ending 06/12/26:

Keeping it short this week, Since May 20th, the portfolio has been "RISK OFF" and we've continued to be in a neutral /cash position. This has allowed the portfolio to navigate around the price volatility since then in the markets.

[Pankaj @the2ndfloorguy]

i hooked my whoop to my work calendar to find which coworker gives me the most stress 🚨

thanks to fable, I reverse engineered whoop to pull per minute heart rate. nd matched spikes with cal events and attendees

I now have a leaderboard and I think about it daily.

few info masked for obvious reasons ;)

[Mitch @mitchcomardo]

Time for more uppies

[First Squawk @FirstSquawk]

BEARISH BETS ON U.S. STOCKS HIT HIGHEST LEVEL SINCE 2008 FINANCIAL CRISIS

[Mitch @mitchcomardo]

@optionsbbq @GunjanJS @WSJmarkets @telisdemos @grok help

[Mitch @mitchcomardo]

Brunson gets tackled like a football player - normal foul.

Player falls on Brunson’s calf - flagrant foul.

The fu…

[Mitch @mitchcomardo]

Tweet of the year

[Mitch @mitchcomardo]

I'm far more aligned with this. I can't find a real use case for /loop because I just use a parallelizable state machine for my dev pipeline.

Won't keep me from experimenting with it though.

[David @dzhng]

don't use loops, design state machines

[Mitch @mitchcomardo]

@OddStats What about if you do % change of VIX instead of absolute value?

[Mitch @mitchcomardo]

If you're interested in putting this portfolio on AutoPilot join via this link:

https://t.co/OIunBSuDuo

[Mitch @mitchcomardo]

Weekly Round Up Ending 06/05/26:

As said last week on May 20th, our portfolio signaled "RISK OFF" and we shifted into a cash positioning. While it was a bit painful to watch the market grind up after our position changed, Friday validated the positioning.

[Mitch @mitchcomardo]

Weekly Round Up Ending 06/05/26:

As said last week on May 20th, our portfolio signaled "RISK OFF" and we shifted into a cash positioning. While it was a bit painful to watch the market grind up after our position changed, Friday validated the positioning.

[Mitch @mitchcomardo]

Considering YTD returns, losing ~2% on Friday was expected for the portfolio and simply proves that the portfolio design is working as expected. Actual = 74% vs Modeled = 52%.