In the next couple of weeks we’ll start sharing some live trades on the Twoquants website, i.e., trades which we have put onto our own book (broker statements will be shown to provide evidence). Those trades will be shown in a separate Twoquants report, and they’ll either be: systematic in nature and thus the result [...]
It's really easy to misplace things. Sometimes it happens due to lack of attention, sometimes it's a medical condition. Every year, the second Friday of December is celebrated as Official Lost and Found Day. If you have lost something, it's good practice to track it down swiftly. You head to the last place you [...]
Since last week, retail traders have fully taken over. To break it down for you: Robinhood is now the new Vegas, David Portnoy the new Warren Buffet (or maybe not?) and Tesla the new VW Toyota. Looks like people are taking the #happytrading seriously in times of lockdown and closed gambling venues. While we [...]
Last week's market action seemed pretty unrelated to my daily doings at first, but had a lasting impact towards my thinking in the end. Equities, allegedly driven by "dumb money" showed a lot of optimism following the easing of lockdowns around the world as many of my friends proved me wrong in my hesitation to [...]
After last week's launch of the new TwoQuants website and our attempt to break the ice between N. N. Taleb and C. Asness, I want to take the opportunity to formally introduce ourselves. However, due to frequent requests I have to inform you that sadly the mug depicting the argument between Cliff and Nassim is [...]
