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 [...]
Filmed on February 5, 2021 In this 2Q Conversations video, George Coyle and Moritz Seibert speak with Gregory Zuckerman. Greg writes for the WSJ and is the author of “The Man Who Solved the Market” – an interesting and well-written book about the highly secretive hedge fund Renaissance Technologies (RenTec) and the people behind the [...]
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 [...]
