Moving to Substack

We decided to move our Twoquants newsletter over to Substack.Why? It's easier for us to manage, and easier for you - our readers - to access.Visit our Substack page HERE.We also decided to rename/restart our 2Q Newsletter. Its new name is "Methods to the Madness" (MTTM). All existing subscribers will be moved over to Substack [...]

By |2023-07-07T11:13:20+02:00September 28th, 2022|Blog Post|0 Comments

Extreme Edge

It’s been great to be on the Chat with Traders podcast on 7 September 2022 for episode #243. This write-up is meant to complement the episode and provide additional background on the warrant arbitrage trades I executed between 2015 and 2019. Before we start, episode #243 was Aaron’s last recording, and I’d like to take a moment to [...]

By |2022-09-27T18:58:33+02:00September 27th, 2022|Blog Post|0 Comments

In Memory of Dr. Van K. Tharp

We're incredibly sad to hear of Dr. Tharp's passing. I believe Van’s books on trading and trading psychology rank among the best trading books ever written. They are immensely valuable for traders, both novice and experienced, and have shaped the way we manage our own portfolios today. His magnificent work, his books, and his courses will be [...]

By |2022-02-27T12:44:01+01:00February 27th, 2022|Blog Post|0 Comments

2Q Portfolio Update

It’s been a while since we published the last update on our 2Q Portfolio. While we update the live performance numbers each week on our website here, we don’t usually release details on the 2Q Portfolio’s positioning or its return drivers. But, with the third quarter now behind us, we reckon it’s about time [...]

By |2021-10-18T09:03:08+02:00October 17th, 2021|Blog Post|0 Comments
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