it's on CTAs and it's Nomura so really you should just say Charlie McElligott; or maybe he's got so much clout it's a flexpic.twitter.com/ESEcI2HQF3
It honestly feels mean to dunk on his CTA model, like kicking a puppy ... but it’s just ... so ... bad :/
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Mad props for getting so much play out of such an awful model though, got to admire the hustle
Thanks. Twitter will use this to make your timeline better. UndoUndo
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haha I don't have a house view on it. What's your issue? I'd guess something like treating CTAs as far too uniform a 'class' leading to extrapolating that net positioning will necessarily unfold in a much more uniform way than a diverse strategy lends itself to in reality?
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last time I looked at the model was over a year ago, it may have changed, but at the time it was simple +/-1 buckets for different time horizons, eg “1m and 3m trend followers are long, 6m and 12m are short”
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