Written by Antonio Catalano, edited by Moritz Seibert We recommend you read part 1 before reading part 2. You can access part 1 HERE. Part 2 The four most important skill categories of poker In my experience, the four most important skill categories of poker are: Mindset Game theory Intuition Pattern recognition Mindset concerns the [...]
Written by Antonio Catalano, edited by Moritz Seibert Footprints of a Former Professional Player Part 1 “It's hard work. Gambling. Playing poker. Don't let anyone tell you different. Think about what it's like sitting at a poker table with people whose only goal is to beat you, take your money, and leave you out [...]
Gregory Zuckerman's book "The man who solved the market" ranks high among our favorite trading books (other books which we like and recommend can be found here). George Coyle and I have collected what we believe are some of the most interesting passages and quotes from this book. Anyone who's remotely interested in RenTec [...]
Principles of Great Traders, authored by George Coyle Here's a book and reading recommendation for the coming weekend. It's for George Coyle's book "Principles of Great Traders" which you can download for free here: traderprinciples.com George is a friend and has done a fantastic job researching and summarizing the core tenets of some of [...]
Written by Seth Dingle, edited by Moritz Seibert As bitcoin makes a run at it’s all time high, the bitcoin maximalists are out in force on social media preaching the gospel about how "digital gold" will soon be taking over the fiat world, and how you should be selling everything you own to “stack [...]
Today, I'd like to write about a really good friend of mine. His name is Alf. Well, not quite. It's Alf but with an additional "R" at the front. Ralf. If you are a trader you may already have heard of Ralf. That's because Ralf is a really great speculator, one of the [...]
Yesterday, we decided to get back into the bitcoin cash & carry trade as the CME futures basis traded at greater than 35% annualized in the early afternoon European time. We bought 5 bitcoin on Bitstamp at $19,515 including the 0.25% transaction charge and simultaneously sold 1 Dec 20 CME bitcoin futures contract at [...]
The digital gold narrative is compelling, but it doesn't show up in correlation numbers This post is a quick follow up to our recent "Post-election melt up" article which you can read here and where we had a look at how some of the most relevant financial markets performed in the two weeks before and [...]
Marco Krohn, CEO and co-founder of Genesis Group, and Marco Streng, founder of Genesis group, join Moritz Seibert, co-founder at Twoquants.com & CEO/CIO at Munich RE Investment Partners, to discuss Bitcoin, Bitcoin mining, and the changing dynamics of mining. Krohn explains how they first got into Bitcoin and how they turned their interest in crypto [...]
A picture says more than 1,000 words We've seen a massive melt-up in risk assets since Election Day. And yes, Bitcoin is again the best performing asset, followed by European and UK equities. Safe assets such as bonds and gold have been performing relatively poorly since November 3rd. Let's now compare this to the [...]
