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>Market experiencing steepening yield curve, potentially indicating higher inflation and stronger growth</li><li>Stocks rallying, with significant moves in earnings yield and small caps</li><li>Asia and Europe markets up, Dow, S&amp;P, Nasdaq, and Russell all posting gains; Gold and Bitcoin down, Oil up, Vix down</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market experiencing steepening yield curve, potentially indicating higher inflation and stronger growthStocks rallying, with significant moves in earnings yield and small capsAsia and Europe markets up, Dow, S&amp;P, Nasdaq, and Russell all posting gains; Gold and Bitcoin down, Oil up, Vix downThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bitcoin, Buffett, and the Barbarians at the Gate | Ep. #020 - The New Barbarians Podcast

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>As discussed for two weeks, we see more and more signs leading us to believe SPX made a major bottom at 4800-4820, which was expected support from our 4/8/25 Compass.</li>
<li>We have been short-term bullish since our 4/22/25 Compass -- when the SPX was testing 5100-5120 support -- but now we are upgrading our intermediate-term outlook to bullish as well.</li>
<li>Our short- and intermediate-term outlook will remain bullish as long as the SPX is above 5500</li>
</ul>


As discussed for two weeks, we see more and more signs leading us to believe SPX made a major bottom at 4800-4820, which was expected support from our 4/8/25 Compass.
We have been short-term bullish since our 4/22/25 Compass -- when the SPX was testing 5100-5120 support -- but now we are upgrading our intermediate-term outlook to bullish as well.
Our short- and intermediate-term outlook will remain bullish as long as the SPX is above 5500


Lockout Rally Continues; Still Short-Term Bullish on SPX, Now Upgrading I.T. Outlook to Bullish Also

<ul><li>Episode 19 of New Barbarians podcast with guest Connor Farley, CEO of Trivia</li><li>Markets trading sideways in May after strong April</li><li>Market volatility driven by headlines, particularly on tariff talks with China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 19 of New Barbarians podcast with guest Connor Farley, CEO of TriviaMarkets trading sideways in May after strong AprilMarket volatility driven by headlines, particularly on tariff talks with ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AQR DNA in a Digital World: Systematic Edge with Connor Farley - The New Barbarians Episode #019

Derivatives and Quantitative Strategist

Gaudenz Schneider

Macroeconomics

<ul>
<li>
Central Bank Rate Decisions, including from the Bank of Japan, the Fed, the Reserve Bank of Australia, and the Bank of Korea.</li>
<li>
Elections: Australia is holding national elections on 3 May while South Korea has presidential elections in early June.</li>
<li>
Various exchange holidays in several countries at the beginning of the month, and in the last week of May.</li>
</ul>



Central Bank Rate Decisions, including from the Bank of Japan, the Fed, the Reserve Bank of Australia, and the Bank of Korea.

Elections: Australia is holding national elections on 3 May while South Korea has presidential elections in early June.

Various exchange holidays in several countries at the beginning of the month, and in the last week of May.


Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>Crude prices plunged to multi-year lows amid rising global supply and trade tensions, stoking demand fears and slowing U.S. shale activity.</li>
<li>Oilfield services firms are underperforming peers as falling rig counts and steel tariffs drive up costs and erode margins.</li>
<li>With fixed-cost-heavy models and fewer upstream clients, the sector faces amplified downside risks and limited pricing power in the near term.</li>
</ul>


Crude prices plunged to multi-year lows amid rising global supply and trade tensions, stoking demand fears and slowing U.S. shale activity.
Oilfield services firms are underperforming peers as falling rig counts and steel tariffs drive up costs and erode margins.
With fixed-cost-heavy models and fewer upstream clients, the sector faces amplified downside risks and limited pricing power in the near term.


Oilfield Services Industry to Bear the Brunt of Falling Oil Prices

United States

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

S&P 500 INDEX (SPX INDEX)

Bitcoin, Buffett, and the Barbarians at the Gate | Ep. #020 - The New Barbarians Podcast

Alex Fleiss, CEO of Rebellion Research, discusses the current twist steepener regime in the market, with the yield curve steepening due to the...

William Mann

Lockout Rally Continues; Still Short-Term Bullish on SPX, Now Upgrading I.T. Outlook to Bullish Also

Lockout Rally Continues; Still Short-Term Bullish on $SPX, Now Also Upgrading Intermediate-Term Outlook to Bullish; Upgrading Technology $XLK $SMH...

Vermilion Research

AQR DNA in a Digital World: Systematic Edge with Connor Farley - The New Barbarians Episode #019

In episode 19 of New Barbarians podcast, markets are trading sideways in May after a good April, with hedge fund returns generally good and quant...

William Mann

The Month Ahead: Key Events in May 2025

May will be a busy month with central bank rate decisions, elections in Australia and South Korea. Dates of exchange holidays and monthly option...

Gaudenz Schneider

Oilfield Services Industry to Bear the Brunt of Falling Oil Prices

Crude prices drop due to supply surge and trade tensions, impacting oilfield services firms with rising costs and limited pricing power.

Mint Finance

Bitcoin, Buffett, and the Barbarians at the Gate | Ep. #020 - The New Barbarians Podcast

Alex Fleiss, CEO of Rebellion Research, discusses the current twist steepener regime in the market, with the yield curve steepening due to the...

William Mann

Lockout Rally Continues; Still Short-Term Bullish on SPX, Now Upgrading I.T. Outlook to Bullish Also

Lockout Rally Continues; Still Short-Term Bullish on $SPX, Now Also Upgrading Intermediate-Term Outlook to Bullish; Upgrading Technology $XLK $SMH...

Vermilion Research

AQR DNA in a Digital World: Systematic Edge with Connor Farley - The New Barbarians Episode #019

In episode 19 of New Barbarians podcast, markets are trading sideways in May after a good April, with hedge fund returns generally good and quant...

William Mann

The Month Ahead: Key Events in May 2025

​May will be a busy month with central bank rate decisions, elections in Australia and South Korea. Dates of exchange holidays and monthly option...

Gaudenz Schneider

Oilfield Services Industry to Bear the Brunt of Falling Oil Prices

​Crude prices drop due to supply surge and trade tensions, impacting oilfield services firms with rising costs and limited pricing power.

Mint Finance

May will be a busy month with central bank rate decisions, elections in Australia and South Korea. Dates of exchange holidays and monthly option...

Crude prices drop due to supply surge and trade tensions, impacting oilfield services firms with rising costs and limited pricing power.