quantmodel — Triage AS blog-linked ambiguous set (NLX HAA60/40, Quad Mom, Aspect RMM, Varadi GI, Golden Butterfly, MTP)

Objective

Triage AS blog-linked ambiguous set (NLX HAA60/40, Quad Mom, Aspect RMM, Varadi GI, Golden Butterfly, MTP).

Notes: Confirmed NLX+GB disclosed (live SPY60/IEF40; GB 20%x5 VBR). Specs nlx-haa-60-40 + golden-butterfly. MTP/Varadi partial. Quad/Aspect undisclosed. Findings: as-ambiguous-blog-linked-triage.md

Approach

Reuses existing report research/findings/as-ambiguous-blog-linked-triage.md — tables/metrics preserved verbatim via source_report pointer. Body below summarizes grounded evidence from that report and adjacent artifacts.

Files / code / data changed

Associated commits (inferred from log grep t70):

95da6e9b research: t70 confirm NLX+Golden Butterfly disclosed (#68)
95da6e9b research: t70 confirm NLX+Golden Butterfly disclosed (#68)
Source report: research/findings/as-ambiguous-blog-linked-triage.md
Task-history entry: research/findings/task-history.json#t70

Results

Key table from source report (preserved):

name	id	live alloc (2026-07-23)	verdict	action
NLX Finance's Hybrid Asset Allocation 60/40	333	SPY 60% / IEF 40%	disclosed	Spec `specs/nlx-haa-60-40.json`; → disclosed list
Golden Butterfly	124	GLD/SHY/SPY/TLT/VBR 20% each	disclosed	Spec `specs/golden-butterfly.json`; → disclosed list
Momentum Turning Points	247	GLD/IEFA/SPY 16.7% + CASH 50%	partial	Stay ambiguous; need papers + `a` math / AS calc notes
Varadi's Growth and Inflation Sector Timing	367	XLE 100%	partial	Stay ambiguous; regime/SIEI matrices are images + AS turnover mod
Financial Mentor's All-Weather Quad Mom.	258	SPY 100%	undisclosed	Already moved t69 (“will not be disclosing…”)
Aspect Partners' Risk Managed Momentum	245	IEMG/IWM/VNQ 33% each	undisclosed	Already moved t69 (“Rules not disclosed…”)

Conclusions and metrics are in research/findings/as-ambiguous-blog-linked-triage.md; see detail page for preserved tables/metrics.

Conclusions

[reconstructed — uncertain] Outcome inferred from status done and task note.

Problems / follow-ups

See source report or PR discussion for follow-ups. No unsupported follow-ups fabricated.