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myia-ai-01 merged 2 commits into from
Oct 5, 2026
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docs(consolidation,#9535): item 7 -- pointeur mort allweather-lessons.md retiré #19221

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docs(consolidation,#9535): item 7 -- retirer le pointeur mort vers al…
jsboige Oct 5, 2026
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docs(qc,#9535): section AllWeather -- synthese partielle + pointeur b…
jsboige Oct 5, 2026
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8 changes: 7 additions & 1 deletion docs/qc/qc-strategy-improver-memory.md
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Expand Up @@ -236,7 +236,13 @@ Aucune de ces options ne respecte le principe "1 param a la fois" facilement.
**Plafond Sharpe 2015-2026**: 0.350 est honnete. Bull market quasi-uninterrompu = peu de
periodes de tendance negative durable. Dual Momentum brille sur periodes 1970-2010.

## AllWeather Lessons -> voir allweather-lessons.md
## AllWeather Lessons

Synthese partielle : les lignes qui suivent reprennent les lecons porteuses (TLT/XLP/
drift/SMA) ; le detail historique complet -- dont le rejet de DBC (contango : Sharpe
0.691 avec vs 0.817 sans) et la correlation TIP/IEF (double exposition bonds
intermediaires) -- reste dans le blob historique du fichier detracke par #13739 :
`git show d46d3f5259d^:.claude/agent-memory/qc-strategy-improver/allweather-lessons.md`

Iter 4 (2026-03-08): v4.0 = TLT 0%, IEF 40%, GLD 20%, XLP 10%. Research H5 confirme
TLT monotonement negatif. Vol targeting (H7) rejete. TIP (H6) marginal.
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