If you enjoy our blog posts, make sure to also check out "The Macro Compass" by our friend Alfonso Peccatiello. Alfonso has a wealth of knowledge and his recently launched newsletter quickly became one of our favorites. In order to know virtue, we must first acquaint ourselves with vice. ~ Marquis de Sade Two [...]

This is an excerpt of the topic of the month "Flight to inflation" from our most recent Focus report. To read the whole thing and a lot more, check out our subscription options. If you like to stay updated on our blog posts and other free stuff, sign up for our newsletter! When [...]

This is part 3 of our three part series on Chinese futures markets. Make sure to check out part 1 and part 2. The bull in the China shop Have you read part 1 and part 2 of our "Chinese commodity futures" series and feel ready to buy some hardwood, bitumen and jujube [...]

This is part 2 of our three part series on Chinese futures markets. If you haven't read them yet, here are part 1 and part 3. Pssst...want to buy some Jujube? The facts (not fantasies) about Chinese futures markets In 1921, following the opening of the Shanghai Securities & Commodities Exchange, a series of [...]

"Many a false step was made by standing still." - Fortune Cookie "Money never sleeps pal. I just made $800,000 in Hong Kong gold. It’s been wired to you – play with it. You done good, but you gotta keep doing good. I showed you how the game works, now school’s out." - Gordon [...]

Now that we've switched to the new design of our website, some of you might have noticed that there have been two additions to the Twoquants-team as well. We've added two non-human members. One of them is Jamie, Moritz S.'s most faithful follower and our office companion. The second one, which I want to introduce [...]