HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Head coach of Darien Little League Challenger Division</li><li>Focus on AI infrastructure and hot sectors in the stock market</li><li>Discussion on world's central bankers and fiscal expansions in Germany</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Head coach of Darien Little League Challenger DivisionFocus on AI infrastructure and hot sectors in the stock marketDiscussion on world's central bankers and fiscal expansions in GermanyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Reimagining Venture Capital Through Impact Investing | Chris Maher on Disability Innovation

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Macroeconomics

<ul><li>Welcome to Random Walks Down David's Mind!</li><li>This issue will be a special one, as I explore the delicate relationship between government spending and economic growth, focusing on the contrasting fiscal approaches of the US and Germany over the past 15 years—and their divergent GDP trajectories.</li><li>Recently, I set out to determine to what extent differing levels of government spending could explain these economic differences.</li></ul>

Welcome to Random Walks Down David's Mind!This issue will be a special one, as I explore the delicate relationship between government spending and economic growth, focusing on the contrasting fiscal approaches of the US and Germany over the past 15 years—and their divergent GDP trajectories.Recently, I set out to determine to what extent differing levels of government spending could explain these economic differences.

RW-03-25: Government Spending and Economic Growth: A Comparison Between Germany and the US

Global Macro Strategist, Westbourne Research Services

Sharmila Whelan

Global Macro Strategist

Macroeconomic, Geopolitical and Policy Forecasting

Westbourne Research Services

Westbourne Research is a global macroeconomic, geopolitical and policy forecasting and strategic advisory consultancy. Located in London, UK and serving clients globally. Our knowledge is deep, spanning all asset classes and key industrial sectors. Our perspective is global. Our presence is expansive, with 30 years analysing and working in developed and emerging markets. We are uniquely India and China specialists.

<ul>
<li>Overweight German  value and quality stocks with a sector bias towards consumer staples, tech hardware and defence. Avoid industrials and stay focussed on consumer related stocks.</li>
<li>New chancellor Mertz is under pressure to revitalise the economy and restore competitiveness to corporates. </li>
<li>His Agenda 2030 proposal to cut tax rates, reduce red-tape and deregulating together with a raising of the debt break would turnaround the economy. Expect Mertz to deliver on both.</li>
</ul>


Overweight German  value and quality stocks with a sector bias towards consumer staples, tech hardware and defence. Avoid industrials and stay focussed on consumer related stocks.
New chancellor Mertz is under pressure to revitalise the economy and restore competitiveness to corporates. 
His Agenda 2030 proposal to cut tax rates, reduce red-tape and deregulating together with a raising of the debt break would turnaround the economy. Expect Mertz to deliver on both.


Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>Conservative (CDU/CSU) chancellor-elect Merz should be able to form a stable coalition with SPD, but his "independence from America" requires massive constitutional amendments by 25Mar'25 allowing huge defense/infrastructure spending boosts. </li>
<li>This is a self-goal: the time for independence from America was 3 years ago, when instead Germany followed Biden's command to self-harm itself with a ban on Russian energy imports. </li>
<li>If Germany successfully leads an EU defense/infrastructure spending boom, Trump would still achieve his goal. But Germany would have missed the easier route to recovery via liberalized Russian energy imports. </li>
</ul>


Conservative (CDU/CSU) chancellor-elect Merz should be able to form a stable coalition with SPD, but his "independence from America" requires massive constitutional amendments by 25Mar'25 allowing huge defense/infrastructure spending boosts. 
This is a self-goal: the time for independence from America was 3 years ago, when instead Germany followed Biden's command to self-harm itself with a ban on Russian energy imports. 
If Germany successfully leads an EU defense/infrastructure spending boom, Trump would still achieve his goal. But Germany would have missed the easier route to recovery via liberalized Russian energy imports. 


Germany: Merz Call for 'independence from America' Could Be Ill-Timed Self-Goal

Political Analyst | Steno Research, Steno Research

Anne Sandager

Political Analyst | Steno Research

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>On Dec. 4, Michel Barnier became only the second Prime Minister in French history to be ousted by a no-confidence vote.</li><li>Precisely one week later, the other major EU economy, Germany, submitted a motion of no-confidence of its own to be held on Dec. 16. What the heck is going on in Europe?!</li><li>The political chaos in France and Germany has the same root cause: a sluggish economy and insurmountable debt levels.</li></ul>

On Dec. 4, Michel Barnier became only the second Prime Minister in French history to be ousted by a no-confidence vote.Precisely one week later, the other major EU economy, Germany, submitted a motion of no-confidence of its own to be held on Dec. 16. What the heck is going on in Europe?!The political chaos in France and Germany has the same root cause: a sluggish economy and insurmountable debt levels.

Geopolitical Flash Update: See you later Scholz!

Germany

iShares MSCI Germany ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of publicly traded securities in the German market, as measured by the MSCI Germany Index.

ishares msci germany etf (EWG US)

Reimagining Venture Capital Through Impact Investing | Chris Maher on Disability Innovation

Chris and Bill coach a Little League team, the markets are tumultuous due to events in the Middle East, Wolf Research is focusing on AI...

William Mann

RW-03-25: Government Spending and Economic Growth: A Comparison Between Germany and the US

Welcome to Random Walks Down David's Mind! This issue will be a special one, as I explore the delicate relationship between government spending...

Contrarian Cashflows

Germany Reaches Turning Point

German chancellor Mertz aims to boost economy with tax cuts, deregulation, and debt break, focusing on consumer-related stocks for growth.

Sharmila Whelan

Germany: Merz Call for 'independence from America' Could Be Ill-Timed Self-Goal

Chancellor-elect Merz is mounting an improbable bid to achieve 'independence from America', as the requisite boost to defence/infra spending...

Prasenjit K. Basu

Geopolitical Flash Update: See you later Scholz!

On Dec. 4, Michel Barnier became only the second Prime Minister in French history to be ousted by a no-confidence vote. Precisely one week later,...

Steno Research

Reimagining Venture Capital Through Impact Investing | Chris Maher on Disability Innovation

Chris and Bill coach a Little League team, the markets are tumultuous due to events in the Middle East, Wolf Research is focusing on AI...

William Mann

RW-03-25: Government Spending and Economic Growth: A Comparison Between Germany and the US

Welcome to Random Walks Down David's Mind! This issue will be a special one, as I explore the delicate relationship between government spending...

Contrarian Cashflows

Germany Reaches Turning Point

​German chancellor Mertz aims to boost economy with tax cuts, deregulation, and debt break, focusing on consumer-related stocks for growth.

Sharmila Whelan

Germany: Merz Call for 'independence from America' Could Be Ill-Timed Self-Goal

​Chancellor-elect Merz is mounting an improbable bid to achieve 'independence from America', as the requisite boost to defence/infra spending...

Prasenjit K. Basu

Geopolitical Flash Update: See you later Scholz!

On Dec. 4, Michel Barnier became only the second Prime Minister in French history to be ousted by a no-confidence vote. Precisely one week later,...

Steno Research

German chancellor Mertz aims to boost economy with tax cuts, deregulation, and debt break, focusing on consumer-related stocks for growth.

Chancellor-elect Merz is mounting an improbable bid to achieve 'independence from America', as the requisite boost to defence/infra spending...