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 [...]
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 [...]
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 [...]
"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 [...]
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 [...]
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 [...]
This is an excerpt from our weekly 2Q Portfolio report. If you'd like to have access to the full report, including details about the 2Q Portfolio, please contact us. Last week US stocks had their biggest rally in three months. Why? It may be the expectation of a “blue-sweep” with the Democrats winning unified control [...]
We are all about liquidity at TwoQuants. However, when it comes to breakfast, we prefer steaming hot beverages and not things with little straw hats. For many European breakfast tables, the setting is similar and might include products for which actively traded agricultural commodity markets exist: bread (wheat futures), milk, coffee, sugar, orange juice. For [...]
“Gold is money. Everything else is credit.” J.P. Morgan, 1912 I think that’s a great quote. Old but gold, so to say. Now, more than 100 years later there’s Bitcoin. If gold = money, does that mean digital gold = Bitcoin, and does that therefore mean Bitcoin = digital money? I don’t know whether [...]
By now you may have read about our Bitcoin Cash & Carry trade, which is a non-directional trade aimed at exploiting the funding premium implied in Bitcoin futures markets. However, we are convinced that holding a directional long exposure in Bitcoin – maybe in addition to a Cash & Carry trade – is an [...]
