Pete Goudeau

[Pete Goudeau @pgoudeau3]

@choyamymuna Fable

[Pete Goudeau @pgoudeau3]

@EPBResearch Hate to hear it man. Sending blessings your way

[Pete Goudeau @pgoudeau3]

@42MacroAware I’m having some issues with my subscription. For some reason my payment wasn’t drafted when I switched over to the macro bundle last week and I no longer have access. Reached out to support but haven’t heard anything yet. Tried to re-subscribe today but no luck

[Pete Goudeau @pgoudeau3]

@42MacroAware Morning Darius, I see that the back test changed from 1998 to 2018 on the GRID Asset Market Backtest. What was the reasoning behind this? The rankings seem to have changed quite a bit.

[Pete Goudeau @pgoudeau3]

@leadlagreport 😂😂😂

[Pete Goudeau @pgoudeau3]

@42MacroAware Has it been sent out yet? Hasn't shown up in my mail box yet

[Pete Goudeau @pgoudeau3]

@42MacroAware Congrats!

[Pete Goudeau @pgoudeau3]

@42MacroAware Were there any mentions of KISS 2.0 in the LMN? Friday's (June 2) and Monday's (June 5) LMN note still had a neutral outlook for stocks but today's LMN had it as a bullish. Will the LMN group get an update on the KISS 2.0?

[Pete Goudeau @pgoudeau3]

@MarketingJas @basque_pierre @rowancheung It’s asking for an OpenAI key. Where would we get this from?

[Pete Goudeau @pgoudeau3]

@DanielFarra3 @TheRealProod @42MacroAware Would you be able to send this to me as well? Thanks in advance

[Daniel Oliver Jr. @Myrmikan]

From 1:30:47 to 1:34:33 -- stunning:
https://t.co/xFU6WexVSV

[Pete Goudeau @pgoudeau3]

If a factor had an expected return of 2% with a PPR of 54% does that mean that of the observations, 54% of the time the return was actually 2%?

[Pete Goudeau @pgoudeau3]

@42MacroAware Afternoon Darius, could you explain what the % positive ratio in the GRID Model portfolio strategy is telling us? In your video explaining the chart, you multiplied it by the expected return to calculate the sharpe ratios.

[Pete Goudeau @pgoudeau3]

@42MacroAware morning, in todays leadoff morning note, I see the GRID Portfolio Strategy now includes individual stock sectors. Safe to assume that they will always be in the chart moving forward? Or was this a one time thing?

[Pete Goudeau @pgoudeau3]

@KAJB26 Bruh, ain’t nothing safe anymore

[Pete Goudeau @pgoudeau3]

@42MacroAware Is the difference because of the backtest consideration looking at different rates of changes in inflation, growth, fed tightening, etc? Where as the GRID model portfolio strategy is just looking at the Jan-68 through Dec-82 & Jan -98 to present in general?

[Pete Goudeau @pgoudeau3]

@42MacroAware I see that the expected returns for different asset classes have changed from a week ago. What is the time frame used for the GRID portfolio strategy? Wanting to use the 12 month GRID regime projection and the data from the GRID portfolio strategy to build a long…

[Pete Goudeau @pgoudeau3]

@42MacroAware Taken from GRID model portfolio strategy today

[Pete Goudeau @pgoudeau3]

@42MacroAware Taken from the GRID asset market backtest considerations for deflation on 1/13/2022

[Pete Goudeau @pgoudeau3]

@42MacroAware For deflation in the lead off morning note for 1/12/2023. I’m assuming the difference in expected return is based on the change you made to the new KISS portfolio? Or am I looking at that incorrectly?

[Pete Goudeau @pgoudeau3]

@42MacroAware Again, thanks for responding so quickly. Love accessibility you’ve created with the twitter page and your work is much appreciated. I meant no disrespect with my questioning and will be more specific in my comments. I was looking at the GRID asset market backtest considerations..