I develop data driven Tactical Asset Allocation strategies using objective decision making to maximize risk adjusted returns.
Miami Beach, FL
Joined April 2013
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Tesla crossed a car with a rocket ship that does barrel rolls and some of you think the AI boom is over.
Never deleting Claude. Even with all the effective altruism nonsense it is just incredible what you can build. Being polite is a small price to pay.
September results. Onward and upward from here. lincolnroadtacticalallocatio…
Using Astra and Opus 5.5 together on one project and surprised at the number of errors Astra is finding with Claude. I like coding with Claude but Astra is objectively superior to Opus.
I saw a lot of FUD on FinX in August but relative strength systems can do really well in choppy markets, especially if you buy good companies.
All these doomer posts this week and all I can think is you don’t own enough $BTC.
The $MRNA short squeeze is one of the most beautiful things I’ve ever seen.
Two simple ideas that work well together:
Relative strength — an evidence-based way to buy what's already working.
Inverse volatility — a smart way to size those positions.
Here is one example of how that can work.
lincolnroadtacticalallocatio…
