HarmoniQ Insights
@HarmoniQuant
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Quantitative Investment & Technology Advisory Smartkarma Discount: https://t.co/ZxvL0hqjmc
Fairfield County, CT
Joined August 2024
HALF the S&P 500 is valued on growth 65 YEARS out. The secret? That 65-year forecast is a meaningless GDP guess that changes every quarter. We are betting on a prediction that can't be trusted. Watch the Full Episode: https://t.co/Jn8mcnVPF1
#SP500 #stocks #finance #MarketRisk
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Evolve like be the poster child for ESG when it’s popular and retreating from ESG when it’s not, and being willing to do an ETF on anything like a bookie not a professional investor. Evolution rocks.
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I’m happy Las Vegas didn’t obscure your understanding of the real world‼️
podcasts.apple.com
Podcast Episode · Investing In Accessibility · 01/12/2026 · 47m
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The math that made Wall Street billions pricing options just got ported to prediction markets This paper builds the first Black-Scholes equivalent for platforms like Polymarket Treating belief volatility as a quotable risk factor, with proper tools for hedging jump risk around
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Whatever…just means I’m safe for now
DeepMind just did the unthinkable. They built an AI that doesn't need RAG and it has perfect memory of everything it's ever read. It's called Recursive Language Models, and it might mark the death of traditional context windows forever. Here's how it works (and why it matters
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Larry Wasserman blogged for a short period of time about statistics. The blog has the highest signal-to-noise ratio of all quantitative data science blogs (Ben Recht comes close). Inactive since 2013. Has not aged. https://t.co/oNvUnLa3cv
normaldeviate.wordpress.com
Thoughts on Statistics and Machine Learning
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Big year for @truvius_tech Big year for crypto Big year for wealth management Kicking off 2026 with crypto retirement accounts 📈 (If you want to learn why this is a big deal, start here: https://t.co/3yvOxpDiT8)
truvius.io
Powering systematic investing for digital assets
Now Live: Truvius Retirement Accounts! We're modernizing allocations within Traditional and Roth IRAs. Now, investors can open tax-deferred accounts for their crypto. Get started today:
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I got audited for 2022 taxes and the IRS told me I owed like 17,000 in taxes. I didn't owe them anything. I sent every piece of evidence and written explanations of every dollar. The rejected my response, charged more interest and said I owed them 19k now. Even though it
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The actual, verbatim, Bernie Sanders proposal. A perfect idea to deny credit to lower income borrowers or those with troubled credit histories. It’s been a, shall we say, bad week, for economic cogency in the oval office. I addressed this almost a year ago - and don’t need to
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Sean Myers and I discuss Stubborn Analyst Revision Factors & inefficient P/Es
Why do valuation ratios vary so wildly across stocks? This paper shows it’s not because of differences in future growth — it’s because markets price in different expected returns. Sean Myers, @Penn , @Wharton , discusses: https://t.co/VPeZ0bJzxD
#FINANCE
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To MY COMPETITORS: This is Garbage 🗑️
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This study finds that passive ownership has weakened the traditional positive relationship between book-to-price ratios & future #stockreturns, known as the value effect. Read: https://t.co/SLucFcz49i Subscribe: https://t.co/hpB986r1BK
#EconTwitter #StockMarket
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🎙️ New Barbarians Podcast clip! The real holy grail in trading: Identifying regime shifts. When the demand curve flips, systematic strategies face their true test. Check out this short highlight—then catch the full episode for all the insights! 🔗 https://t.co/FgmYtpXSKy
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Thank you for joining us https://t.co/lrm6hmXOga Agentic Finance: Building AI Analysts for the Debasement Trade Era — wit... https://t.co/FfylcEeUFG via @YouTube
quantly-ai.com
Quantly delivers AI that works and delivers ROI. Combining proven GenAI delivery expertise with deep financial domain knowledge to deliver enterprise-ready AI capabilities.
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🔗 TickBlaze Marketplace: https://t.co/d54PaQW9FB 🔗 ARC-AI Subscription: https://t.co/9Q5nzB1wHw
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@kirkmin tolerance of @ChrisKlemmer insubordination is SAD 😢 WTF⁉️
podcasts.apple.com
Podcast Episode · The Kirk Minihane Show · 10/22/2025 · 2h 9m
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The next FOMC meeting starts in just 8 days.
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