Patrick Dionne

Global macro investing / Fixed income market / Systematic trading

[Patrick Dionne @patrickdionne23]

@hugodevere streamlit, nice

[Patrick Dionne @patrickdionne23]

@YourDoomPoker @42MacroAware @POTUS @SpeakerMcCarthy USD’s best expected GRID is deflation + central bank expectations repricing should favor USD + credit cycle downtown should favor USD + USD is probing upside range + positioning is stretched in EUR

[Patrick Dionne @patrickdionne23]

@WifeyAlpha $COM

[Patrick Dionne @patrickdionne23]

@42MacroAware Thank you DD

[Patrick Dionne @patrickdionne23]

@42MacroAware Hi Darius, do you anticipate changes to the cash mngmt tickers in ptfolio given the upcoming debt ceiling catalyst? Would there be a preference between fixed/floating Bills and what about duration, is 0-3M better than 3-12M ?

[Patrick Dionne @patrickdionne23]

@HedgeyeDJ Bullish trend

[Patrick Dionne @patrickdionne23]

@thechartist Yes please

[Patrick Dionne @patrickdionne23]

@42MacroAware Thank you

[Christopher Bloomstran @ChrisBloomstran]

35 FACTS NOT LIKELY FOUND ON ARKK YET UNRELEASED 12/31/2022 FACTSHEET

1. Loss from 2/12/2021 Peak: -80.1%
2. CNBC Appearances Since 2/12/2021 Peak: 23
3. Cumulative NET Assets Raised Since 10/31/2014 Launch: $17.1 Billion ($14.5B in 2020 and 2021)
4. Assets at 12/31/2022: $6.0B

[Patrick Dionne @patrickdionne23]

@42MacroAware Hi Darius, does the list of Equity, FI, Macro ETFs for KISS change based on which GRID we're positioning for ? If they're static, fair to say an equity like EZU will never be in ptf construc bcuz KISS Sharpe Ratio rank is never close to being a top rank in any GRID?

[Patrick Dionne @patrickdionne23]

@eyemightbewrong James si tu viens à Montréal un jour, je t’achète une poutine

[Patrick Dionne @patrickdionne23]

@bgnurick @Mike_Taylor1972 👍 replying to follow

[Rick Palacios Jr. @RickPalaciosJr]

Cost of owning vs. renting a home became focal point in our housing coverage throughout 2022. Home prices historically need a reset when the premium of owning explodes this high, this quickly.

[Patrick Dionne @patrickdionne23]

@Michael_Bell_ @pip_raider Lmao Every time I see this GIF and I’m long gold I trim my position

[Patrick Dionne @patrickdionne23]

@HedgeyeComm Python + pandas good sir

[Michael Green @profplum99]

Mike's list for 2023

[Patrick Dionne @patrickdionne23]

@KeithMcCullough @Hedgeye @HedgeyeTV @DiMartinoBooth Wow, William White and @DiMartinoBooth hit it out of the park ! One on the best interviews of the year

[Patrick Dionne @patrickdionne23]

@P_DiddyBarkio @concodanomics My 2 cents on this : gold is a monetary asset that yields negative (no income, has storage cost). Rising real yields make coupon bearing assets more interesting, and vice versa

[Patrick Dionne @patrickdionne23]

@Schutze210 @profgalloway I hear you, however I believe Prof G is aware of this. He’s well versed in economic history. I commented because I think it’s valuable for ppl to know what changed that year