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>Discussion of podcast topics on St. Patrick's Day and credit crisis history</li><li>Analysis of current market trends and performance, including digital assets and tariffs</li><li>Comparison of market patterns from previous years to predict future performance and impact of events like tariffs</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion of podcast topics on St. Patrick's Day and credit crisis historyAnalysis of current market trends and performance, including digital assets and tariffsComparison of market patterns from previous years to predict future performance and impact of events like tariffsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bear Stearns, Tariffs, and the Credit Crisis: Lessons from 2008 | The New Barbarians #012

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>WTI futures rose 0.2% for the week ending 14/Mar, reversing a seven-week losing streak, driven by Middle East tensions and tighter-than-expected U.S. crude inventories.</li>
<li>U.S. rig count remained unchanged at 592, after falling by one last week. The oil rig count grew by one to 487 and gas rigs fell by one to 100.</li>
<li>WTI OI PCR rose to 0.93 on 14/Mar from 0.91 on 07/Mar. Call OI increased by 5.6% WoW, while put OI rose by 7.6%.</li>
</ul>


WTI futures rose 0.2% for the week ending 14/Mar, reversing a seven-week losing streak, driven by Middle East tensions and tighter-than-expected U.S. crude inventories.
U.S. rig count remained unchanged at 592, after falling by one last week. The oil rig count grew by one to 487 and gas rigs fell by one to 100.
WTI OI PCR rose to 0.93 on 14/Mar from 0.91 on 07/Mar. Call OI increased by 5.6% WoW, while put OI rose by 7.6%.


[US Crude Oil Options Weekly 2025/11] WTI Snaps Losing Streak on Rising Geopolitical Tensions

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

Korea Stock Exchange KOSPI 200 / Equity Derivatives

<ul>
<li>Kospi’s price action was concentrated in just two days, with the rest of the week marked by quiet trading.</li>
<li>We examine Kospi’s performance relative to SPX within the broader global index landscape. .</li>
<li>A word of caution on long volatility positions as current implied vol levels come into focus.</li>
</ul>


Kospi’s price action was concentrated in just two days, with the rest of the week marked by quiet trading.
We examine Kospi’s performance relative to SPX within the broader global index landscape. .
A word of caution on long volatility positions as current implied vol levels come into focus.


Kospi Index Options Weekly (Mar 10 – 14): Relative Strength and Volatility Trends in Focus

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Macroeconomics

<ul><li>Stock market experienced a significant decline on Monday, prompting thoughts of hedging downside risk with options back in February.</li><li>There are still strategies using options to manage risk and repair portfolios, as discussed in upcoming webinar.</li><li>Variant Perception CEO Tian Yang discusses macro environment, impact of Trump's policies, and the economy in interview with Macro Voices host Eric Townsend.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stock market experienced a significant decline on Monday, prompting thoughts of hedging downside risk with options back in February.There are still strategies using options to manage risk and repair portfolios, as discussed in upcoming webinar.Variant Perception CEO Tian Yang discusses macro environment, impact of Trump's policies, and the economy in interview with Macro Voices host Eric Townsend.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>Constituent changes to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a> and capping changes will result in a round-trip trade of US$15.5bn across the Select Sector indices and the S&amp;P500 Equal Weight Index.</li>
<li>The Select Sector index trackers and S&amp;P500 Equal Weight trackers will need to buy the adds to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P500 INDEX</a> and sell the deletes, further increasing flow for the stocks.</li>
<li>The <a href="https://www.smartkarma.com/entities/vaneck-vectors-semiconductor" target="_blank" data-smartkarma-citation="entities:32807:1" rel="noopener">VanEck Vectors Semiconductor (SMH US)</a> ETF will be selling <a href="https://www.smartkarma.com/entities/broadcom-inc" target="_blank" data-smartkarma-citation="entities:998:1" rel="noopener">Broadcom (AVGO US)</a> at the same time as the Select Sector and S&amp;P500 Equal Weight Index trackers.</li>
</ul>


Constituent changes to the S&amp;P 500 INDEX and capping changes will result in a round-trip trade of US$15.5bn across the Select Sector indices and the S&amp;P500 Equal Weight Index.
The Select Sector index trackers and S&amp;P500 Equal Weight trackers will need to buy the adds to the S&amp;P500 INDEX and sell the deletes, further increasing flow for the stocks.
The VanEck Vectors Semiconductor (SMH US) ETF will be selling Broadcom (AVGO US) at the same time as the Select Sector and S&amp;P500 Equal Weight Index trackers.


Select Sector Indices and S&P Equal Weight Rebalance: US$15.5bn Flow Post Capping

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)

Bear Stearns, Tariffs, and the Credit Crisis: Lessons from 2008 | The New Barbarians #012

Today's podcast will cover the St. Patrick's Day celebrations, the 17th anniversary of Bear Stearns becoming insolvent, current market trends,...

William Mann

[US Crude Oil Options Weekly 2025/11] WTI Snaps Losing Streak on Rising Geopolitical Tensions

WTI futures rebounded after seven weeks, driven by Middle East tensions and tight U.S. crude inventories. Oil rig count steady at 487, gas rigs...

Mint Finance

Kospi Index Options Weekly (Mar 10 – 14): Relative Strength and Volatility Trends in Focus

Kospi's price action concentrated in two days, quiet trading rest of week. Caution advised on long volatility positions due to current implied vol...

John Ley

MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves

The article discusses the importance of hedging downside equity market risk with options, the recent market movements, key economic indicators to...

Macro Voices

Select Sector Indices and S&P Equal Weight Rebalance: US$15.5bn Flow Post Capping

Constituent changes to the S&P 500 Index and capping changes will result in a round-trip trade of US$15.45bn across the Select Sector indices and...

Brian Freitas

Bear Stearns, Tariffs, and the Credit Crisis: Lessons from 2008 | The New Barbarians #012

Today's podcast will cover the St. Patrick's Day celebrations, the 17th anniversary of Bear Stearns becoming insolvent, current market trends,...

William Mann

[US Crude Oil Options Weekly 2025/11] WTI Snaps Losing Streak on Rising Geopolitical Tensions

​WTI futures rebounded after seven weeks, driven by Middle East tensions and tight U.S. crude inventories. Oil rig count steady at 487, gas rigs...

Mint Finance

Kospi Index Options Weekly (Mar 10 – 14): Relative Strength and Volatility Trends in Focus

​Kospi's price action concentrated in two days, quiet trading rest of week. Caution advised on long volatility positions due to current implied vol...

John Ley

MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves

The article discusses the importance of hedging downside equity market risk with options, the recent market movements, key economic indicators to...

Macro Voices

Select Sector Indices and S&P Equal Weight Rebalance: US$15.5bn Flow Post Capping

Constituent changes to the S&P 500 Index and capping changes will result in a round-trip trade of US$15.45bn across the Select Sector indices and...

Brian Freitas

WTI futures rebounded after seven weeks, driven by Middle East tensions and tight U.S. crude inventories. Oil rig count steady at 487, gas rigs...

Kospi's price action concentrated in two days, quiet trading rest of week. Caution advised on long volatility positions due to current implied vol...