Sitemap - 2023 - Oraclum's predictions
ORCA BASON Fund in 2023: a year in review
The final week of the 2023 competition!
Results: Riding the post-FOMC rally
Results: November ✅, ending the year on a high
Results: the sideways regime continues
Back to 'soft landing' or not really?
Results: best week year-to-date
The Treasury and the Fed made their moves.
ORCA podcast episode #6: The story of the Treasury and the Fed
Earnings beat! Market says: "So what?" 🔻
Update: bonds, earnings and positioning
The macro playbook: when recession?
Results: the sell-off and the bounce
Eyes on the bond market (again) 👀
ORCA podcast ep #5: best week year-to-date
Results: short squeeze, then sell-off
CPI implications: pain or gain?
ORCA vs benchmarks in Q3 (thus far)
ORCA podcasts ep #4: "wake me up when September ends"
Results: shorts ftw! (good time to cover)
ORCA podcasts ep #3: a continuation
CPI - the catalyst (that wasn't)
ORCA podcasts ep #2: Higher for Longer!
Results: another 6/6, but with high volatility
Post-FOMC & (half of) Big Tech earnings: What now?
What to expect from Q2 earnings?
Launching our new survey competition
Results W8: a good ol' 6/6 week!
Results W6&7: Up, Down. Repeat.
Results W5: good predictions, jumpy markets
Value vs growth: which will be outperforming the S&P this year?
April performance and getting ready for FOMC
Results W2 Q2: pinpoint precision
Looking ahead: the macro big picture
Results W1 Q2: still jumpy, but moving up
What happened in Q1 2023? An overview of our performance
Announcing winners of our Q1 competition!
Results W8: Decent performance, but too much volatility
Results W7: getting a bit jumpy
Results W6: predicting the sell-off
Results W5: one of those weeks...
Results W4: markets down, BASON up!
Results: still high precision, low accuracy
Results: high precision, low accuracy