[HN Gopher] Bill Hwang of Archegos Capital lost $20B in two days
       ___________________________________________________________________
        
       Bill Hwang of Archegos Capital lost $20B in two days
        
       Author : haltingproblem
       Score  : 224 points
       Date   : 2021-05-12 16:24 UTC (6 hours ago)
        
 (HTM) web link (www.bloomberg.com)
 (TXT) w3m dump (www.bloomberg.com)
        
       | ChrisArchitect wrote:
       | news from a month ago posted in many articles on here
       | 
       | more related discussion here:
       | 
       | Credit Suisse Loses 4.7B
       | https://news.ycombinator.com/item?id=26710344
        
         | dang wrote:
         | Ah good catch. I invited the OP to repost the OP because I
         | hadn't seen the story discussed on HN yet. Oops.
        
       | keeptrying wrote:
       | His investors I do feel sorry for but honestly as long as he has
       | $10M left (which I'm guessing he does), he'll be fine.
        
         | Traster wrote:
         | The entire point of this is that he had a family shop - he
         | didn't have investors. He was investing with his own money
         | along with a load of leverage. The real losers here are people
         | like Credit Suisse who booked billions in losses to cover a
         | client that was paying them maybe millions in fees.
        
       | ur-whale wrote:
       | https://archive.is/h4hWp
        
       | paulpauper wrote:
       | >richer men and women, of course, but their money is mostly tied
       | up in businesses, real estate, complex investments, sports teams,
       | and artwork. Hwang's $20 billion net worth was almost as liquid
       | as a government stimulus check. And then, in two short days, it
       | was gone.
       | 
       | This is false. Stocks and real estate (in metro areas especially)
       | is as liquid as cash. Tesla, google, msft,amazon , brk.a, are
       | very liquid and trade hundreds of billions of dollars a day. The
       | richest people in the world have almost all of their net worth in
       | highly liquid stocks.
        
         | Traster wrote:
         | No I think this is actually a fair point, take Musk for
         | example, he owns about 20% of TSLA which is worth ~120B and his
         | total worth is ~150B. If Musk chose to liquidate that then we'd
         | have to speculate quite broadly about what the new fair value
         | for TSLA would be at. It has taken Gates literally decades to
         | completely sell of his stake in MS.
        
         | [deleted]
        
       | grey-area wrote:
       | It came out recently that Bill Hwang also funded the first 4 ETFs
       | from ARKK.
        
         | valuearb wrote:
         | a conspiracy theory going around is that Bill was pumping up
         | stocks that he and Cathie (ARKK) were buying through the use of
         | "gamma squeeze", ie buying far out of the money call options.
         | 
         | An example of how this works is let's say Tesla is trading at
         | $500. You purchase call options to buy TSLA at $1,000 that
         | expire in two days. These options are super cheap because the
         | idea that TSLA will double in two days is ludicrous. But the
         | market makers who sold you the call option have to buy TSLA
         | shares to hedge their risk, driving TSLA's price up, and
         | costing you much less to do it than just buying TSLA shares
         | directly.
         | 
         | This theory is mostly advanced by short sellers who were
         | betting against some of Cathie and Bills key positions. It
         | started with GSX, where widely circulated short research
         | demonstrated compelling evidence it was a fraud. Yet it kept
         | going up for months after, and didn't collapse until Bills fund
         | did (Cathie did not own it AFAIK).
         | 
         | So they have pointed to a weird set of far OOM calls being
         | bought right before expiration on other Cathie positions like
         | Tesla during their big runs. And that since Bill Hwangs
         | collapse they are all down sharply.
         | 
         | It sounds intriguing but could easily be coincidence. ARKK is
         | down over 30% in last few months, but that was likely
         | inevitable. If there was a magic gamma squeeze technique for
         | keeping high fliers airborne she clearly isn't using it. She's
         | stuck with concentrated bets in some illiquid positions of
         | dubious value, and as her investors sell she will be forced to
         | sell her positions in enough volume to crush their prices
         | worse, driving ARKK down furth forcing more redemptions in an
         | un-virtuous circle that ends very badly.
        
           | kevstev wrote:
           | FWIW I never heard the term "Gamma Squeeze" until it was
           | thrown around in context of GME. I used to work in Options
           | Market Making. I am not saying the concept didn't exist, but
           | this seems largely an idea that has never proven itself in
           | reality. I am not saying I am the end authority on this, but
           | personally I would look VERY closely at anyone throwing these
           | terms around. Google trends shows virtually zero mentions of
           | the term until recently: https://trends.google.com/trends/exp
           | lore?date=all&geo=US&q=G...
           | 
           | Frankly, the amount of misinformation being thrown around in
           | forums like WSB these days is shocking to me. Its like the
           | same people that realized they could easily distort views on
           | the political system realized that was small game compared to
           | getting rich off pump and dumps.
        
         | jedberg wrote:
         | I'm not super familiar with ARKK. What does this imply and why
         | was it revelatory that he was involved?
        
           | endisneigh wrote:
           | It basically just means that he pumped ARKK with debt and/or
           | gains from leveraged investments. You could say that the
           | implication is that ARKK's main investments, e.g. TSLA were
           | also pumped.
           | 
           | Given that most of ARKKs investments started to tank around
           | the same time this fiasco happened, it could also imply some
           | level of interconnectedness that investors were not
           | explicitly made aware of (and they probably should've).
        
           | speeder wrote:
           | ARKK has been declining heavily lately, and according to some
           | analysts it has been the culprit of a bunch of Nasdaq crashes
           | the past 3 months.
           | 
           | Seemly ARKK is focused on tech stocks, and as they keep
           | losing share price they keep selling FAANG stocks to buy
           | their own shares or smaller companies shares in an attempt to
           | stall their losses.
           | 
           | There was lots of speculation they were going to crash hard
           | like Archegos did, and that was BEFORE the Archegos
           | involvement was known.
        
             | cj wrote:
             | For anyone curious, ARKK holdings are public (as are all
             | ETFs). Here's a PDF.
             | 
             | https://ark-funds.com/wp-
             | content/fundsiteliterature/holdings...
        
             | grey-area wrote:
             | I love that some of their ETFs also contain their other
             | ETFs, it's turtles all the way down!
        
             | hogFeast wrote:
             | When ARKK blows up it will precipitate a change in how some
             | ETFs operate. ARKK is basically Archegos-lite (with retail
             | investors bag-holding, not investment banks), they have
             | invested heavily in a few stocks, have cornered the price,
             | and when the fire alarm goes off they are the fat guy that
             | gets jammed in the fire door. The fundamental principle of
             | an ETF is liquidity, ARKK has wilfully debauched the
             | concept for their own gain.
             | 
             | You are seeing this with a few other ETFs, particularly
             | INRG...amazingly given that they blew up in 2008 for the
             | same reason, but a lot of these are attempting to manage
             | the concentration risk (INRG recently rebalanced). ARKK is
             | just pure greed: marketing fiction, aggressively corner the
             | market, fuck the customers, fuck the consequences.
        
           | cowmoo728 wrote:
           | https://en.wikipedia.org/wiki/Ark_Invest
           | 
           | A layperson's summary:
           | 
           | ARK funds are actively managed funds that invest in sector-
           | specific "innovative" companies. For example, ARKQ is their
           | autonomous + robotics ETF. ARK funds have been doing
           | extraordinarily well in the past few years, despite the fact
           | that highly targeted sector-specific funds tend to
           | underperform because of the difficulty of evaluating early
           | stage companies launching risky technology products. Cathie
           | Wood, the founder, has been heralded as something of an
           | investment genius for her ability to grow her funds so
           | rapidly.
           | 
           | Personal opinion:
           | 
           | I'm scared of investing in the ARK funds because there
           | appears to be a cult of personality around Cathie. She hit it
           | big with Tesla, but most of her popularity seems to be built
           | around her youtube channel fandom. There's an entire
           | ecosystem of youtubers pumping ARK funds the same way there's
           | an entire ecosystem of internet users pumping dogecoin. If
           | her first four funds were heavily bankrolled by Bill Hwang,
           | it would make me even more hesitant to ever invest in an ARK
           | fund.
        
       | rvba wrote:
       | > That Thursday his prime brokers held a series of emergency
       | meetings.
       | 
       | > The dilemma for Hwang's lenders was obvious. If the stocks in
       | his swap accounts rebounded, everyone would be fine. But if even
       | one bank flinched and started selling, they'd all be exposed to
       | plummeting prices. Credit Suisse wanted to wait.
       | 
       | Isnt this market manipulation?
       | 
       | Assuming that they didnt sell? I mean, even if they sell, it
       | still sounds like insider trading / collusion?
        
       | spinny wrote:
       | just pat him on the back and throw some taxpayer money as a bonus
       | to the man
        
       | endisneigh wrote:
       | It's incredible that he managed to be that leveraged to begin
       | with. So much of the modern economy is built up on debt and
       | leverage. Sometimes I can't help but feel it will all unravel,
       | very quickly. What will it take? An asteroid impact?
       | 
       | Another strange thing is the following:
       | 
       | > U.S. rules prevent individual investors from buying securities
       | with more than 50% of the money borrowed on margin. No such
       | limits apply to hedge funds and family offices. People familiar
       | with Archegos say the firm steadily ramped up its leverage.
       | Initially that meant about "2x," or $1 million borrowed for every
       | $1 million of capital. By late March the leverage was 5x or more.
       | 
       | Why are the rules not also applied to hedge funds? I wish I could
       | say this is the only one, but from my knowledge there are a lot
       | of rules that pretty much only apply to retail.
        
         | kccqzy wrote:
         | Retail investors have been circumventing their requirement
         | inventively. Look up all the Robinhood people using deep ITM
         | calls, or box spreads, or (not at Robinhood but at Schwab, IB,
         | etc) Portfolio Margin to increase the leverage beyond 2x.
        
         | zozbot234 wrote:
         | > It's incredible that he managed to be that leveraged to begin
         | with
         | 
         | Is it really that incredible, in the age of WallStreetBets
         | self-defined 'autists' and 'apes'? There are many ways aside
         | from properly-defined 'margin' investment to do very risky
         | bets.
        
           | samsonradu wrote:
           | I'm guessing parent is not familiar with the leverage on
           | crypto platforms.
           | https://www.binance.com/en/support/articles/360033162192
        
         | grey-area wrote:
         | This was not a hedge fund, it was a family office, a vehicle he
         | chose after his last hedge fund blew up in 2013 and he was
         | fined for fraud. He chose a family office probably because the
         | disclosure requirements are not as arduous as hedge funds, then
         | he lied to lots of banks about his exposure to ramp his own
         | stocks multiple times by buying on margin with multiple
         | partners, till it seems the banks found out and the last banks
         | out were left holding the bag.
         | 
         | Classic doubling down on failed leverage and classic signs of
         | the massive bubble in financial assets about to implode.
        
           | paulpauper wrote:
           | People have been predicting bubble and crisis and collapse
           | for a decade to no avail. large companies, especially in
           | tech,are generating record profits and earnings. Hedge fund
           | and trader blow-ups happen in good times and bad. This guy
           | had no idea what he was doing. This is not an indictment on
           | the US economy or financial system.
        
             | [deleted]
        
             | enkid wrote:
             | The last crisis happened a little less than a decade ago,
             | and crisises happen way more often than you seem to
             | realize. 2008, 2001, 1987, 1973 all saw crashes due to some
             | sort of crisis. It seems to happen about once a decade now.
             | There was a period between 1929 and 1973 when they were
             | less common, but before that, they seemed to happen at
             | about that frequency as well.
        
               | majormajor wrote:
               | If you subscribe to a time-period thing, I guess a lot
               | depends on how you look at the 2020 market fall and
               | recovery... was it too fast to count??
        
               | enkid wrote:
               | I don't think it's related to a time period, more just
               | random external factors. Obviously, there has to be some
               | periodicity because a there's no such thing as a back to
               | back crash, it would just bigger crash, but I don't think
               | there's evidence that the market will have a done year
               | every 8-12 years.
        
           | dopamean wrote:
           | This distinction between hedge fund and family office is of
           | no use here. His fund was only a family office in that it
           | didn't take money from investors. It operated just like a
           | hedge fund and was not free of any rules that would have
           | prevented this loss from happening had it been officially
           | recognized as a hedge fund.
        
             | valuearb wrote:
             | By your definition a retail investor is no different than a
             | hedge fund.
        
         | DesiLurker wrote:
         | >Why are the rules not also applied to hedge funds?
         | 
         | I think thats the wrong approach, correct approach would be to
         | have rules to protect the rest of economy from that hedge-
         | fund's possible bad decisions. So yes you should have freedom
         | to lose all your money so long as the risks are highlighted
         | clearly (as in enforceable, good faith, non-fine-print
         | legalese).
        
         | neatze wrote:
         | Theoretical maximum for hedge fund after 2008 was/is 12 to 1
         | leverage (at least in my case), any brokerage account with
         | 100K+ (if not mistaken) can get portfolio margin that is 6 to
         | 1.
        
           | warent wrote:
           | I'm not sure I understand this fully. Are you saying that if
           | you have an account with 1 million dollars in it, you could
           | actually have 6 million invested with 5% returns, making
           | something like 300k annually minus some margin fees?
        
             | quickthrowman wrote:
             | If you want to understand, the search terms are 'portfolio
             | margin' (equities and equity/index options) and 'SPAN
             | margin' (futures and futures options)
        
             | the_local_host wrote:
             | Yeah it's possible, but it makes more sense to think about
             | negative outcomes before positive outcomes. With enough
             | leverage, you lose half of your money if the market goes
             | down 10%. With more leverage, you lose all your money if
             | the market goes down a few percentage points, as your
             | account gets liquidated on the spot.
        
             | yellowstuff wrote:
             | I work in levered hedge fund strategies, so I have some
             | insight here, although I don't negotiate financing myself.
             | Banks tailor leverage to your strategy, so if your strategy
             | is just to go long good stocks you won't get anything like
             | 6X leverage. 6X leverage is realistic for a strategy that
             | is long and short equal dollar amounts, and also carefully
             | controls other risks besides dollar exposures.
             | 
             | Also, you have to be fairly big to get that kind of
             | leverage. $100 million is probably too small but $1B might
             | be enough.
             | 
             | So you put up $1B of your own money, and a bank would let
             | you go long $3B and short $3B. The idea is that your longs
             | hedge your shorts well so you can't lose too much.
             | 
             | Obviously, in the case of Archegos the shorts didn't hedge
             | the longs well.
        
               | neatze wrote:
               | You can get up to 12 to 1 leverage with 5+ million
               | dollars account with most brokerage firms, but it will be
               | substantially depended on your reputation as manager,
               | fees you willing to pay and most importantly your market
               | exposure. Assuming regulations did not change since 2014
               | or so.
        
             | whoknowswhat11 wrote:
             | Yes, but if the market goes south 20% the way it did just
             | recently in 2020, they call you up and ask you to put in
             | $5M more or they will liquidate everything that day. So
             | it's not risk free.
        
           | hogFeast wrote:
           | But does that apply to family offices? It sounds a lot like
           | he was personally liable for these trades, which would
           | explain why he appeared to be leveraged more than 10 to 1.
        
         | grecy wrote:
         | > _Sometimes I can 't help but feel it will all unravel, very
         | quickly. What will it take?_
         | 
         | A global pandemic got close, but they've just been printing
         | money as fast as possible to stave it off.
         | 
         | Time will tell if that's a good long term strategy.
        
         | singhrac wrote:
         | Many are ignoring the fact that his leverage increased
         | partially because the positions went up (a lot). If you buy
         | $200mm of Viacom on $100mm of capital, that's 2x leverage. But
         | if VIAC grows 2.5x (as it did between January and end of March)
         | that's a $500mm position, so 5x leverage.
         | 
         | Yes, you're entitled to the gains, but at the end of the day
         | the prime brokers hold $500mm in VIAC stock and $100mm in cash.
         | The prime brokers should not have been lied to, should not have
         | been allowed to get these positions on swaps, and finally
         | should have had an internal risk alert that says "this client
         | is way past their leverage budget!".
        
           | Grustaf wrote:
           | No, you put in 100 and then made 300, so your equity is 400
           | hence your leverage is down to 1.25x. Another way to see it
           | is that the size of your loan is always 100, it doesn't grow
           | just because you made a lucky bet.
        
           | bhk wrote:
           | I think you have it backwards. Leverage is the ratio of your
           | notional stake to your net equity. If you buy $200mm of
           | Viacom with $100mm then you have $100mm of debt. When it goes
           | up 2.5X, you now hold $500mm stock and still have debt of
           | $100mm -- net equity $400mm -- so your leverage becomes
           | relatively small. In the Archegos case, a lot of their
           | positions were swaps, so instead of outright ownership they
           | held contracts with banks, but similar logic applies. The
           | problems happen when the assets go down, not up.
        
         | thesausageking wrote:
         | If a billionaire wants to blow their money on a risky bet, why
         | should the SEC stop it? The $20B he "lost" went into the market
         | and everyone, including retail investors, benefitted. The
         | losers are Hwang and the banks Credit Suisse and Nomura, each
         | of which will do a better job of assessing this kind of risk in
         | the future. Hwang didn't have any outside capital so no one's
         | 401k or personal holdings were affected.
        
           | Lt_Riza_Hawkeye wrote:
           | > If a billionaire wants to blow their money on a risky bet,
           | why should the SEC stop it?
           | 
           | It's not "their money" to blow. 80% of that money was
           | borrowed from others and he now cannot afford to pay them
           | back. Yes, the SEC should definitely care
        
           | kovacs wrote:
           | The idea that he only hurt himself is simply not true.
           | Behavior like this distorts markets and price discovery.
           | Speaking of discovery (DISCK/DISKA), that's one of the stocks
           | he bought and ran up from low $20s to $60s. Everyone who
           | bought along the way thinking that the company had turned the
           | corner because of their new streaming platform and that it
           | was now in favor on Wall St. has been crushed. Yes, the
           | market is volatile, but it's even more volatile when we allow
           | some participants to come into the market loaded with cheap
           | money and create havoc. If we're going to allow this
           | unbridled behavior it undermines confidence in the "market".
           | I know I've lost complete confidence in it since the GFC and
           | now with the antics of the Fed over the past year. Knowing
           | that there's no true price signal on anything makes you not
           | want to buy anything, or else accept that the activity is
           | nothing more than a turn at the craps table.
           | 
           | And yes, in theory you should be fine long term, but the
           | problem is it depends on your time window. The market can go
           | nowhere for decades because of all the future profits that
           | get pulled forward. We're staring that exact scenario in the
           | face right now is my guess.
           | 
           | All this is to say but one thing... end the Fed. Their
           | recklessness is enabling this kind of crap.
        
             | teachingassist wrote:
             | > Everyone who bought along the way... has been crushed.
             | 
             | Everyone who was crushed was under-diversified. Individual
             | stocks fall by 50% all the time.
        
         | nielsbot wrote:
         | That was the home mortgage crisis.
        
         | semilattice wrote:
         | >What will it take? An asteroid impact?
         | 
         | I think dislodging US dollar from being 'reserve currency', and
         | subsequently removing US (and UK) financial and judicial
         | systems from being the 'international financial litigation and
         | contract management' realms -- will do it.
         | 
         | If it USD is replaced by a gold-backed crypto currency network
         | that uses something other than 'Proof-of-Work' to ensure
         | resiliency against attack. This will be 50% of the steps to get
         | to the above.
         | 
         | Replacement of US and UK judicial systems as 'arbitrators' of
         | the contract terms -- will be harder to replace, however.
         | 
         | Overall US dollar seems, now supporting what some would call,
         | 'perception based' economy.
         | 
         | Where majority of the leverage are afforded to non-material
         | based businesses (Ad networks, financial services, legal
         | services, etc).
         | 
         | This kind of focus, perhaps affects the _direction_ of the
         | world progress.
         | 
         | Not sure if this 'skewing' is good or bad for the world and
         | future generations.
         | 
         | For long time, there was no alternative to Western world ideals
         | and approaches in many respects.
         | 
         | But the trust in these has been quickly eroding, and it started
         | decades ago.
         | 
         | We might be at the 'apex' of the trust erosion process, but yet
         | to see where it will go.
         | 
         | Right now, whether it is a 48K USD for an influencer's ticktock
         | post, or 60K USD + for a bitcoin, or 20 Bln USD losses by a
         | small hedge fund.
         | 
         | This all hardly makes any sense ... to many. Unless you look at
         | it as faint indicators of the USD super-volcano-sized
         | inflation, erupting.
        
         | paxys wrote:
         | People should be allowed to take risks. There is nothing
         | inherently wrong with being extremely leveraged, as long as you
         | are prepared for the outcome. This is why the common joe does
         | not have access to such investments, but accredited investors
         | do.
        
           | endisneigh wrote:
           | > People should be allowed to take risks
           | 
           | Agreed.
           | 
           | > There is nothing inherently wrong with being extremely
           | leveraged, as long as you are prepared for the outcome. This
           | is why the common joe does not have access to such
           | investments, but accredited investors do.
           | 
           | The downside of an overleveraged investment will affect the
           | "common joe" - given that, what justification is there to
           | allow hedge funds to do it? They receive all the upside, but
           | not all of the downside.
        
             | paxys wrote:
             | The justification is that going from $50B to $5B isn't as
             | bad as going from $50K to $5K.
             | 
             | If people don't have money to eat or pay rent then it's a
             | larger societal problem. Beyond that, you are on your own.
        
               | [deleted]
        
               | ALittleLight wrote:
               | I don't get it. You can go bankrupt without any leverage
               | and definitely with 2:1. I could just put 100% of money
               | in options and lose it all.
        
               | dragonwriter wrote:
               | > You can go bankrupt without any leverage
               | 
               | You have to borrow something to have a debt that cannot
               | be repaid.
        
         | selectodude wrote:
         | >Why are the rules not also applied to hedge funds?
         | 
         | Because the idea is that people who have enough money to invest
         | in a hedge fund have enough money to lose it all and not end up
         | on welfare.
        
           | endisneigh wrote:
           | I've heard this before, but you could argue that corporate
           | welfare in the form of stimulus is a thing.
           | 
           | Personally, I'd argue that if what you're saying is the
           | actual position governments take, then there should be way
           | more scrutiny towards organizations, given that they'll come
           | screaming for help in the form of tax cuts or stimulus if
           | they fail (either the failing organizations directly or those
           | affected by the failing organization).
        
             | selectodude wrote:
             | That's fine, but you'd have to argue with somebody else. I
             | don't work for the SEC.
        
               | endisneigh wrote:
               | > That's fine, but you'd have to argue with somebody
               | else. I don't work for the SEC.
               | 
               | I never claimed you did, we're having a discussion, no?
               | lol.
        
               | selectodude wrote:
               | I wasn't making a value judgement on the rationale behind
               | why hedgies can lever tf up, just why the regulations are
               | different depending on how much money you have to lever.
        
             | xkjkls wrote:
             | When have hedge funders been bailed out?
        
               | the_local_host wrote:
               | Long Term Capital Management was bailed out.
               | 
               | https://en.wikipedia.org/wiki/Long-
               | Term_Capital_Management
        
               | xadhominemx wrote:
               | It wasn't really bailed out. Equity investors lost all
               | their money. Banks bought the assets at depressed
               | valuations and made enormous profits. Kind of the
               | opposite of a bailout in many ways.
        
               | dangerboysteve wrote:
               | There was a great PBS Nova episode on that. Black-Scholes
               | don't fail me know... until it did. No video but a link
               | to the dvd purchase https://www.pbs.org/wgbh/nova/teacher
               | s/programs/2704_stockma...
        
               | canadianfella wrote:
               | > Black-Scholes don't fail me know... until it did.
               | 
               | What does this sentence mean?
        
               | paulpauper wrote:
               | the investors lost everything. it is like a margin
               | account that goes from +$30k to -$30k. the bailout gets
               | it to zero. investors still losse everything.
        
               | xkjkls wrote:
               | LTCM wasn't bailed out, all the investors in it got
               | screwed. Banks took 90% control of all of their assets,
               | and the 10% that was left to the original capital
               | managers was still far less than many of the debts
               | accrued.
        
               | xkjkls wrote:
               | I suppose this really calls into question, what bail out
               | means to you. If we label every private company
               | transaction for a struggling company as a bail out,
               | rather than the traditional one where only ones where the
               | government steps in, then it's almost impossible for
               | anything to not get bailed out.
        
               | selectodude wrote:
               | By other banks. Not the taxpayer.
        
               | omgwtfbyobbq wrote:
               | Under supervision of the Fed.
               | 
               | https://en.wikipedia.org/wiki/Long-
               | Term_Capital_Management
        
               | cronix wrote:
               | How about this?
               | 
               | > "This bailout is for the honest, hard-working hedge
               | fund people who should be assured of making money," said
               | Biden today.
               | 
               | > "We spent trillions of taxpayer's money to bail out
               | giant financial institutions who finally had their
               | irresponsible business practices come back to bite them,
               | and it's only fair we do the same in this latest crisis."
               | 
               | > "So, it's only fair that these hedge funds, who once
               | again were more irresponsible with money be helped out by
               | the taxpayer without repercussion."
               | 
               | > Biden revealed that the trillion-dollar package is set
               | to be rolled out in the coming weeks with no demands for
               | greater regulation or change to business practices.
               | 
               | https://www.betootaadvocate.com/world-news/democrats-
               | announc...
        
               | selectodude wrote:
               | That article is what we in the biz call "satire".
        
               | Ericson2314 wrote:
               | Still, ain't like the banks are going to bail out regular
               | people for making some stupid investment.
        
               | xkjkls wrote:
               | They do all the time. Every mortgage refinance is a
               | bailout by the same conception that you are using.
        
               | Ericson2314 wrote:
               | There are refinances but there is also good ol'
               | foreclosure. How many rich financiers have actually "lost
               | everything"?
               | 
               | Coperate limited liability + allowed to leverage more +
               | your friendly competitors bail you out is a suspicious
               | combo, even if each of those in isolation is totally
               | fine.
        
               | mason55 wrote:
               | I'm not sure of the actual point of this whole thread,
               | but regular people make bad investments and get bailed
               | out all the time: it's called bankruptcy.
        
               | Ericson2314 wrote:
               | Bankruptcy hurts more because no limited liability. And
               | when the other bailouts are more like "refinancing" as
               | the other reply points out, the institutional bailouts
               | hurt even less.
        
               | turkeytotal wrote:
               | Happens all the time.
               | 
               | e.g. https://www.nytimes.com/2020/07/23/business/economy/
               | hedge-fu...
        
               | valuearb wrote:
               | Didn't happen in that article. Fed providing liquidity
               | wasn't specific to hedge funds at all.
               | 
               | " It remains unclear how big of a role hedge funds played
               | in March's meltdown -- even how many and which funds were
               | involved remains hazy. "
        
               | turkeytotal wrote:
               | Specific or not (yes many different types of institutions
               | can access these markets), hedge funds are known for
               | taking highly leveraged bets with this overnight cash.
               | There is a huge market for sponsored repo trades.
               | 
               | Hedge funds were most certainly a part of this problem,
               | and were bailed out.
        
               | endisneigh wrote:
               | Hedge funds are bailed out by banks frequently. Said
               | banks have and continue to receive bailouts funded by the
               | taxpayer. I argue it's basically the same thing, just a
               | step removed.
               | 
               | I haven't heard of any hedge fund being given a bailout
               | from the government directly, though.
        
               | xadhominemx wrote:
               | Can you point to an example of a hedge fund being bailed
               | out by a bank?
        
               | jimbilly22 wrote:
               | Off the top, Bear Stearns bailed out its main hedge fund
               | after it had to liquidate in what ended up being a
               | precursor to the financial crisis. It happens fairly
               | often.
        
               | xadhominemx wrote:
               | Bear Stearns made investors partially whole... definitely
               | not a bailout because are you point out they owned the
               | GP. It's actually a horrible example.
        
               | endisneigh wrote:
               | The most recent example I can think of is Melvin Capital
               | (a few months ago). They were bailed out by Citadel.
               | Citadel was bailed out by US tax payers in 2009 via AIG.
               | 
               | Unfortunately things are very opaque because of the said
               | interconnectedness this article discusses.
        
               | eloff wrote:
               | That logic has a few holes in it. Being bailed out by an
               | entity that was bailed out by the government does not
               | make you bailed out by the government.
        
               | endisneigh wrote:
               | Why not? Are they not bailed out indirectly?
        
               | eloff wrote:
               | No. That's not taxpayer money anymore.
               | 
               | If you buy a car at a dealership and they take that money
               | and donate it to ISIS, did you just support terrorism?
               | No, the dealer did. You only bought a car.
        
               | endisneigh wrote:
               | We'll have to agree to disagree on this one. Personally,
               | if I give you a dollar and you give that dollar to
               | someone else, I'd say that I had _indirectly_ given the
               | final person a dollar.
        
               | eloff wrote:
               | It's indirect. So that doesn't make it a bailout anymore.
        
               | endisneigh wrote:
               | That's not what bailout means...
               | 
               | The direct or indirectness of the money flow is unrelated
               | to whether or not something is a bailout.
        
               | eloff wrote:
               | A bailout is a discrete event.
               | 
               | It happened, it's over. Citadel still exists as a company
               | thanks to the AG bailout. That does not mean everything
               | citadel ever buys is now a government bailout.
               | 
               | That's just silly.
        
               | [deleted]
        
               | nrmitchi wrote:
               | Seriously?
               | 
               | > The most recent example I can think of is Melvin
               | Capital (a few months ago). They were bailed out by
               | Citadel.
               | 
               | Citadel buying a controlling interest in a fund that was
               | historically very profitable and hit a huge a landmine,
               | allowing them to buy at a huge discount, isn't really a
               | "bailout" in the same way you're suggesting. Citadel
               | didn't slide them a couple billion dollars under the
               | table and say "don't worry about it, you get me next
               | time".
               | 
               | > Citadel was bailed out by US tax payers in 2009 via AIG
               | 
               | This was, quite literally 12 years ago. These events are
               | in no way related. Almost every bank was subsidized in
               | 2008/2009. This isn't some unscrupulous "tax payer to
               | hedge fund" hidden money pipeline.
        
               | endisneigh wrote:
               | > Citadel buying a controlling interest in a fund that
               | was historically very profitable and hit a huge a
               | landmine, allowing them to buy at a huge discount, isn't
               | really a "bailout" in the same way you're suggesting.
               | Citadel didn't slide them a couple billion dollars under
               | the table and say "don't worry about it, you get me next
               | time".
               | 
               | Sure, but the context is that they were doing very poorly
               | and needed liquidity to survive. They received it. That
               | is being bailed out, no? The entire point I'm making is
               | that they receive incredible assistance when very poor
               | decisions are made.
               | 
               | > This was, quite literally 12 years ago. These events
               | are in no way related. Almost every bank was subsidized
               | in 2008/2009. This isn't some unscrupulous "tax payer to
               | hedge fund" hidden money pipeline.
               | 
               | Yes, that is my point exactly. Many of these banks
               | wouldn't exist if it weren't for the tax payer.
        
               | nrmitchi wrote:
               | > Sure, but the context is that they were doing very
               | poorly and needed liquidity to survive. They received it.
               | That is being bailed out, no?
               | 
               | No, it is not. If they were given free money, or a loan
               | with basically no interest, or some other sweetheart
               | deal, that would be a bailout.
               | 
               | Someone taking advantage of your misfortunate in order to
               | buy you at a discount as not a "bail out".
        
               | endisneigh wrote:
               | I see, we're using different definitions. I'm using the
               | Oxford definition of bailout:
               | 
               | - an act of giving financial assistance to a failing
               | business or economy to save it from collapse.
               | 
               | I personally wouldn't consider a zero-interest loan to be
               | a bailout. If I buy a car and receive a no interest loan
               | I wouldn't consider myself to be "bailed out", per your
               | definition; nor would I consider receiving a dollar from
               | a friend for a pack of gum to be a "bailout".
        
               | xkjkls wrote:
               | Under that definition, bail outs are a fundamentally
               | great part of capitalism. "Bail outs" in general parlance
               | almost always correspond with government propping up
               | businesses that would otherwise go bankrupt.
        
               | endisneigh wrote:
               | indeed - however the different between bailing out your
               | local barber and a bank is that when you bailout a bank
               | the upside is contained, but the downside is spread,
               | whereas with the barber, since barbers don't
               | fundamentally engage in activities that allow for
               | exponential gain the bailout is more directly given to
               | citizens in the form of services, not captured by rich
               | people.
        
               | valuearb wrote:
               | So you can't?
        
               | endisneigh wrote:
               | Can't what?
        
               | wizzwizz4 wrote:
               | Presumably, can't provide an example. You provided an
               | example, so you can't.
        
               | endisneigh wrote:
               | I honestly don't follow.
        
               | wizzwizz4 wrote:
               | _Oh_ , they were criticising your example! Okay, that
               | makes more sense.
               | 
               | When somebody asks for an example of A, and you provide
               | an example of B, they might assume you can't provide an
               | example of A.
        
               | goatinaboat wrote:
               | _The most recent example I can think of is Melvin Capital
               | (a few months ago). They were bailed out by Citadel.
               | Citadel was bailed out by US tax payers in 2009 via AIG._
               | 
               | Wait a second. Citadel is a fund manager. AIG is an
               | insurance company. Neither are banks.
        
               | xkjkls wrote:
               | When does "one institution investing in another become a
               | bail out"? Also, why are "bail outs" bad at all?
        
               | nytgop77 wrote:
               | bail outs are undermining the "invisible hand" . Bad
               | decisions dont get penalized, so actors start evaluating
               | decisions diferently.
        
               | lordnacho wrote:
               | The implicit hand under the market in fact better than a
               | bailout, there's no embarrassment. Hedge funds get to
               | borrow money, which they use to get long the market that
               | is implicitly supported, which accrues more capital to
               | the funds, which they can use to borrow more money.
               | 
               | Your average saver cannot just do this, being limited to
               | 2x as per other comments.
        
               | smabie wrote:
               | Your average saver could buy futures, which allow for
               | very high leverage.
        
               | xkjkls wrote:
               | There are reasons institutions are less willing to loan
               | your average saver money in the same way as hedge funds.
        
               | jimbilly22 wrote:
               | Long Term Capital Management was bailed out by the
               | government.
               | 
               | Or, the Fed organized it.
               | 
               | They ended up leveraged 100 to 1 and had trillions in
               | bonds.
        
               | xkjkls wrote:
               | Banks take equity positions in struggling hedge funds as
               | they do for everything they loan money too. Is a
               | homeowner who instead of defaulting on their mortgage
               | refinanced with less equity being bailed out?
        
             | samstave wrote:
             | We talk about corporate welfare, but we never look at
             | political welfare.
             | 
             | All these politicians profiting off of every transaction,
             | insidertrading, zero accountability or transparency and
             | zero fucking term limits.
             | 
             | The elephant in the data center is politicians and their
             | grift.
        
               | dnautics wrote:
               | Political welfare in the non-personal-profit sense is at
               | least equally insidious. Possibly worse, because at least
               | when a politician hides $70,000 in their freezer you can
               | put a number on it and it's obviously shameful. A lot of
               | political welfare is taking away from one group of people
               | and giving to another group of people who were lucky
               | enough to be under the auspices of someone more
               | charismatic.
        
           | humanistbot wrote:
           | Except when they are "too big to fail" and get massive
           | government corporate welfare....
        
             | LatteLazy wrote:
             | Too big to fail applies to banks not hedge funds. If the
             | hedge fund goes bust no one bails them out.
        
         | scott00 wrote:
         | Avoidance of margin regulation was not really a factor in what
         | happened here. For exchange traded stocks in the US there are
         | two margining schemes: Reg T and portfolio margin. Reg T is
         | available to anybody and gets you 2x. PM is harder to get, but
         | not that hard: IB will give PM to accounts with at least 100k.
         | PM gets you 6.66x. I think swaps can be used to do better than
         | PM, but Huang didn't need swaps to get 5x.
        
       | istjohn wrote:
       | Paywall: https://archive.is/h4hWp
        
         | kpennell wrote:
         | https://github.com/iamadamdev/bypass-paywalls-chrome
        
       | paulpauper wrote:
       | if you have $200 million why take such risk. instead diversify in
       | FAANG+MSFT+TESLA with no leverage and make 40%/year easy as pie
       | 
       | https://www.portfoliovisualizer.com/backtest-portfolio?s=y&t...
        
         | xxpor wrote:
         | Not that I agree with this comment, but it just made me realize
         | FAANG doesn't include MS, even though every time it's used it
         | probably implies it.
        
         | suyash wrote:
         | this looks like a good site, can you do future projections with
         | this tool ?
        
         | cheschire wrote:
         | Greed, probably. 40% isn't enough for some people, they'd
         | rather make multiple hundreds of percent profit in options
         | trading.
        
         | drexlspivey wrote:
         | Amazing, let me find my time machine to go to 2025 and pick my
         | stocks
        
         | mason55 wrote:
         | Why work to be CTO when being an engineering manager is plenty
         | to lead a comfortable life? Why work to be a senior engineer
         | when being a junior engineer is so much less stressful?
         | 
         | People have lots of reasons for continuing to push towards
         | bigger things and for some of them that doesn't stop no matter
         | how much they have.
        
           | paulpauper wrote:
           | if you fail as a CTO you probably still have your old job or
           | can work somewhere else. you still keep your skills. if your
           | investment blows up, you have to start from zero again.
        
       | pkulak wrote:
       | Ctrl-F for "The first in a cascade of events" and start reading
       | there.
        
       | IMTDb wrote:
       | > [After being convicted for wire fraud] When he informed [his
       | mother] that the fines and disgorgements totaled more than $60
       | million, she replied, "Oh, dear. You did well, Sung Kook. Our
       | America is going through a difficult time. Consider the amount
       | you are paying as a tax."
       | 
       | No. You "did not well". It's not a tax, it's a fine for being a
       | cheater, you should not be allowed to own or trade any financial
       | product. The fact that he was not prevented from doing any more
       | business is the real issue here.
        
       | tacon wrote:
       | I had a deja vu moment in the article, when the banks realized
       | that the first one to sell would have an advantage. Then
       | overnight they dumped their positions, done by the time the
       | market opened the next day. That is pretty much the plot of the
       | excellent movie "Margin Call" (2011):
       | 
       | https://en.wikipedia.org/wiki/Margin_Call
        
       | fallingfrog wrote:
       | In the words of Steve Eisman, "They mistook leverage for genius."
       | 
       | Any big, overleveraged bet is going to go bad eventually, no
       | matter how well researched.
        
         | dragonwriter wrote:
         | > Any big, overleveraged bet is going to go bad eventually
         | 
         | Gambler's Ruin proves any _open-ended_ bet (effectively, a
         | series of bets over time) will, "big" and "overleveraged" don't
         | actually matter here, except in terms of what the consequences
         | are when failure occurs.
         | 
         | Of course, "eventually" is a slippery thing, no one is actually
         | doing it with an infinite time horizon, and over any finite
         | horizon failure is not guaranteed (though increasingly likely
         | the longer the horizon.)
        
         | _wldu wrote:
         | Leverage is often framed as being sophisticated and savvy when
         | in reality it's just reckless gambling. The house normally
         | wins. Unsophisticated people realize this.
        
           | fairity wrote:
           | Whether it's reckless gambling depends entirely on the bet
           | being made.
           | 
           | There exist bets that carry little to no risk, and whose
           | returns exceed the cost of leverage.
           | 
           | In Hwang's case, he seemed to be uninterested in risk
           | management, in which case your generalization probably holds
           | true.
        
           | fennecfoxen wrote:
           | Leverage still makes lots of sense if you can put your
           | liabilities in a separate limited-liability container. If you
           | win, you win big; if you lose, you lose a finite amount in
           | the form of the down payment, get a percentage of the value
           | back as something you can deduct from your taxes, while
           | whoever lent you money is stuck with your asset.
           | 
           | (This does become problematic at scale when you borrow from
           | the government or taxpayer-backed entities, like when Fannie
           | Mae originates your commercial real-estate venture's
           | mortgage.)
        
             | fallingfrog wrote:
             | How is that possible/legal? Is that some kind of structure
             | that wealthy people have access to but regular people
             | don't?
             | 
             | It sounds like you're describing a way to externalize your
             | losses to the bank or to the public, which is indeed the
             | best way to make money fast, but is parasitic on society as
             | a whole.
        
               | fighterpilot wrote:
               | It is both possible and legal for anyone in an agency
               | relationship, be it an executive at a company or a hedge
               | fund manager.
               | 
               | Executive - take a massive unjustified risk (in terms of
               | company direction), if it works out, get a huge bonus, if
               | it doesn't work, get fired (by the board)
               | 
               | Hedge fund manager - take a massive unjustified risk (in
               | terms of a trade), if it works out, get a huge bonus, if
               | it doesn't work, get fired (by your clients)
               | 
               | These are both long call options with the premium equal
               | to the opportunity cost of missed salary and the
               | reputational impact.
               | 
               | Individuals can't do it because they're not an agent for
               | another group or another individual.
        
               | friesfreeze wrote:
               | Limited liability entities (e.g. corporations, LLCs, etc)
               | are one of the legal cornerstones our economy. Anyone can
               | form one, but it takes expert (thus expensive) advice
               | from a lawyer to make sure you are in compliance and thus
               | really protected - either as a shareholder or an agent of
               | the company. This makes sense when a lot of money is at
               | stake.
               | 
               | To be clear: the entity is liable for the debts it incurs
               | but not necessarily its shareholders or agents. If it
               | cannot pay its debts it goes into bankruptcy and is
               | either reorganized with its creditors as its new owners
               | or liquidated and sold.
        
               | fennecfoxen wrote:
               | This is something anyone has access to. The price of
               | registering and maintaining some sort of corporation
               | (LLC, etc) is in the $100-$400/yr range depending on
               | state. Most people obviously don't find it's worth the
               | hassle, obviously, and it comes with additional troubles
               | like paperwork and taxes, but the barrier is not all that
               | steep.
               | 
               | The limited-liability corporation structure moreover has
               | some majorly useful properties for society. For instance,
               | you probably own some shares of a major pharmaceutical
               | company in your portfolio (through a retirement fund). If
               | the company loses a lawsuit related to, say, the opioid
               | epidemic, and owes billions, and goes totally bankrupt,
               | then you can 100% lose your stake in the company as it is
               | turned over to creditors -- but those creditors cannot go
               | after you personally as an owner of the corporation for
               | every dollar that you own; your liability is limited.
               | This has democratized investing _a lot,_ and individual
               | investors benefit quite a bit, as they have lesser risk
               | tolerance than the billionaires.
               | 
               | However, the limitation of liability is a reason prudent
               | lenders ought consider the risks inherent in lending to
               | you. For instance, if you bring an adequate down payment,
               | and you are using the proceeds to purchase an asset that
               | has some reasonable value -- the worst case is they're
               | stuck with a building still worth something, plus the
               | down payment. The problem, again, is when taxpayers end
               | up becoming _imprudent_ lenders because of policy or
               | bailouts.
        
               | fallingfrog wrote:
               | I thought there was some kind of separation between
               | ownership and management in an llc? Like, the company is
               | its own entity, it makes its own decisions, and it can
               | borrow money by itself. And then the individual
               | shareholders are not liable for the company's debts.
               | 
               | But you're saying that the sole shareholder can also be
               | the management?
               | 
               | I guess in that case it's really up to the bank or
               | brokerage to have enough sense to not lend your llc money
               | if the business plan is to fly to Vegas and put it all on
               | red..
        
               | nradov wrote:
               | Yes which is exactly why banks and brokerages don't lend
               | to LLCs without significant collateral and/or co-signers.
        
               | fennecfoxen wrote:
               | > But you're saying that the sole shareholder can also be
               | the management?
               | 
               | Yeah, there are plenty of single-owner LLCs. It's the go-
               | to small-company structure.
        
               | twic wrote:
               | Creating a limited company purely to Dockerise your own
               | wild trades might not work, though - that might be a
               | piercable veil:
               | 
               | https://en.wikipedia.org/wiki/Piercing_the_corporate_veil
               | #Un...
        
               | fennecfoxen wrote:
               | Yeah, the "holding corp with a business plan to buy a
               | building with a down payment and a mortgage -- renovating
               | it, collecting rent and deprecation, and later selling,
               | hopefully for a profit" is a pretty normal thing, and
               | describing a huge portion of commercial real estate (n.b.
               | this means real estate owned for profit, not in the
               | SimCity zoning sense). A failure leaves the lender owning
               | the building. This is expected.
               | 
               | A single owner running insanely levered stock trades,
               | though, could easily be found grossly undercapitalized,
               | and that's another matter entirely.
        
             | nradov wrote:
             | It's not that simple. Banks have tighter lending standards
             | for LLCs. It's not like any random person can form an LLC,
             | borrow money from a bank or brokerage, YOLO it in the stock
             | market, and walk away if the bet goes bad. In reality the
             | lender will usually demand significant collateral and/or
             | require the LLC owner to accept personal liability. LLCs
             | have their uses but they aren't financial magic.
        
           | WanderPanda wrote:
           | Smoothbrain apes realise this
        
             | swarnie_ wrote:
             | The four million new users spamming WSB with comments like
             | this have fundamentality ruined the sub this year.
             | 
             | Congrats on killing it....
        
           | hogFeast wrote:
           | Leverage constraints are one of the primary sources of market
           | inefficiency.
           | 
           | I don't know who you think the house is...is it the
           | investment banks? They are holding the bag for $5bn+.
        
           | whoknowswhat11 wrote:
           | The house wins in lots of cases because of capital
           | differences. You often end up in a forced sell LOW situation
           | with leverage. Ie, market swings up and down 10%, then up and
           | down 20%, at some point on a down swing if you are levered up
           | a lot house calls you up for an extra $5B which you don't
           | have, so they sell everything out from under you. So you can
           | end up selling low not high in these models.
        
       | BiteCode_dev wrote:
       | Someone is going to quote fooled by randomness in 3, 2, 1...
        
       | nabla9 wrote:
       | > "I try to invest according to the word of God and the power of
       | the Holy Spirit"*
       | 
       | >When the smoke finally cleared, Goldman, Deutsche Bank AG,
       | Morgan Stanley, and Wells Fargo had escaped the Archegos fire
       | sale unscathed.
       | 
       | Bible lesson:
       | 
       |  _For to everyone who has will more be given, and he will have an
       | abundance. But from the one who has not, even what he has will be
       | taken away._ Matthew 25:29
        
       | CyanLite2 wrote:
       | Lemme guess.... levered up 100:1 to invest in dogecoin?
        
       | lordnacho wrote:
       | Seems pretty straightforward to me, as a former fund manager. He
       | had swaps so he could get leverage, and then had some
       | concentrated positions in some shares. They went the wrong way,
       | it ate up all of his capital, and it ate up some of the lenders'
       | capital as well. The thing to remember is it didn't blow up the
       | entire financial system, the banks still have capital left, it's
       | just one guy who took a risk and some banks who took a risk on
       | him.
       | 
       | At the other end of the market, retail spreadbetting, this
       | happens all the time. Perhaps not the spreadbetting co blowing up
       | like on the CHF trade, but punters lose their stash when they are
       | leveraged every day. It's basically the business model for some
       | of these shops.
       | 
       | The only minor insight this affair gives is that a lot of fund
       | managers are just taking bigger risks, not being better selectors
       | of investments. Eg you could just Martingale bet for a long time
       | and probably look ok, until you look stupid. There's plenty of
       | ways to make it skewed as well, so it's not 50/50 each day
       | whether you make money, you can trade the skewness for the blowup
       | risk.
        
         | [deleted]
        
         | chollida1 wrote:
         | > The only minor insight this affair gives is that a lot of
         | fund managers are just taking bigger risks
         | 
         | Really? I think there are several take aways that will affect
         | the markets for a while.
         | 
         | 1) Prime brokers were blind to his exposure, using multiple
         | prime brokers and also not having to report controlling
         | interest in shares controlled by Swaps let one player control
         | an amount of shares on single firms that no prime broker would
         | ever let their clients control.
         | 
         | I'm fairly certain we'll see some overhaul on the swap side to
         | shed more light on what positions they hold, similar to what
         | hedge funds have to file quarterly.
         | 
         | 2) Family offices have kind of slid under hte radar, hedge
         | funds have to file quarterly docs on what they hold and report
         | when they control more than 5 or 10%, depending on the
         | jurisdiction. Family offices side step this requirement due to
         | a quirk in securities law.
         | 
         | Again I expect this "loop hole" to be closed.
         | 
         | 3) One firm essentially was responsible for most of the share
         | price gain for a few individual stocks, specifically viacom
         | where he bought almost all of viacoms share price appreciation.
         | This bullying technique was common in the 80s bond markets due
         | to the small number of players who could buy up bond positions
         | to push them around. Those markets were reformed such that this
         | doesn't really happen too often anymore. Bill, found a cunning
         | way to do this in the securities markets.
         | 
         | The SEC is going to look at t his very closely, remember their
         | mandate is to have orderly markets and this ordeal was anything
         | but orderly.
        
           | caffeine wrote:
           | Agree that large holdings should be reported but disagree
           | they FO should need to publish their portfolios, that seems
           | like a massive violation of privacy.
        
           | lordnacho wrote:
           | But are those major? Major would be if someone could blow up
           | so much that we take down Lehmans again, despite all the
           | stuff that's been put in place since.
           | 
           | The PB thing is interesting to me, I never took a massive
           | position across PBs but I had assumed if I did they would ask
           | whether I was doing the same trade everywhere. At least when
           | executing FX trades electronically, they all said it was a
           | big no-no to split the trade across banks.
           | 
           | > I'm fairly certain we'll see some overhaul on the swap side
           | to shed more light on what positions they hold, similar to
           | what hedge funds have to file quarterly.
           | 
           | I bet someone with a bit of crypto knowledge could invent a
           | way to report this without revealing exactly who has what. At
           | least it sounds like one of those zero knowledge games.
           | 
           | The FO thing yeah, maybe they shouldn't have that loophole.
           | 
           | Single price mover, yeah, I don't think it's healthy. In
           | general I like transparency.
        
         | dralley wrote:
         | Well, it may not have blown up any banks, but Credit Suisse is
         | kind of imploding right now.
        
         | anonymouse008 wrote:
         | I'm not a fund manager - and only took a few classes, so I'm
         | probably way off in this line of questioning...
         | 
         | Do you think he and potential compatriots gained additional
         | exposure through the options chain? I'm still struggling to
         | understand how there were $Xm+ weeklies significantly OTM on
         | TSLA and other names the Monday of expiry. Could it be seen as
         | a good investment strategy if you had exposure in other
         | vehicles that just needed to cover the premium (assuming the
         | greeks were right)?
        
           | lordnacho wrote:
           | I haven't looked at the data but he could certainly have
           | bought some kind of structured product to enhance his bet
           | further, which would turn up in the options.
           | 
           | Normally the bank would look at your total position and work
           | out from there what they thought your daily risk was, and
           | thus how much margin to ask for. What isn't so easy is to
           | spot the massive whale who's taken the same position with all
           | the banks, so big that he moves the market the wrong way when
           | it goes badly. Then your risk model is pretty useless.
        
         | [deleted]
        
       | eqvinox wrote:
       | So, uh... when is it "betting on stocks" (as in that article) and
       | when is it "investing in stocks"?
       | 
       | This has a slight taste of Newspeak...
        
         | jmccaf wrote:
         | There is a joke about the irregular English conjugation of the
         | verb "invest":
         | 
         | - I invest
         | 
         | - you trade
         | 
         | - they speculate
        
       | banbanbang wrote:
       | If you think this is bad wait till you find out how much of
       | current equity market is leveraged on top of crypto. The
       | contagion will be massive and nothing like we ever experienced.
       | That makes it even more dangerous because the Fed and CBs will
       | not be able to do anything about it in coming weeks and months.
        
       | wilsonfiifi wrote:
       | To put that amount into perspective That's like 1/2 to 1/3 of the
       | GDP of quite a few sub-Saharan countries! Yikes!
        
         | avrionov wrote:
         | Great point. His loss is bigger than the GDP of the bottom 80
         | countries in the world.                 113   Laos
         | 20,440       114   Afghanistan  19,938       115   Mali
         | 19,912       116   Lebanon (2020) 19,126       117   Zambia
         | 18,955       118   Burkina Faso  18,853       119   Botswana
         | 18,726       120   Gabon          18,362       121   Benin
         | 17,327       122   Albania  17,138       123   Palestine[n 7]
         | 16,481       124   Malta          16,476       125   Guinea
         | 16,339       126   Georgia  16,163       127   Niger
         | 15,899       128   Brunei  15,278       129   Madagascar
         | 14,746       130   Jamaica  14,600       131   Mongolia  14,233
         | 132   Mozambique  13,957       133   North Macedonia 13,821
         | 134   Chad          12,531       135   Nicaragua  12,283
         | 136   Armenia  12,251       137   Mauritius  12,212       138
         | Republic of the Congo  12,022       139   Moldova[n 8]  11,998
         | 140   Equatorial Guinea  11,726       141   Bahamas  11,706
         | 142   Namibia  11,381       143   Rwanda  10,633       144
         | Malawi  9,268       145   Mauritania  9,239       146   Kosovo
         | 8,810       147   Togo          8,627       148   Tajikistan
         | 7,825       149   Kyrgyzstan  7,470       150   Guyana  7,255
         | .       .       .       192   Tuvalu  57
        
       | markus_zhang wrote:
       | I'm just curious how does HN prioritize posts. TBH I don't think
       | this is very relevant to HN overall, plus it doesn't have a lot
       | of up-votes and 0 discussion (till now). How does it show up in
       | the front page at all?
        
         | endisneigh wrote:
         | I'm curious why you don't think it's relevant to HN, or do you
         | think finance in general is irrelevant?
        
           | markus_zhang wrote:
           | The problem is if finance is very relevant then pretty much
           | we should be able to see a whole range of financial topics
           | here. I still consider HN to be more tech related, but again
           | this is just my POV. And if the community thinks finance is
           | at least equally relevant then I'm fine.
           | 
           | I mean I don't "hate" this post, I'm just curious how
           | relevant it is to HN community. And I could be on the wrong
           | end.
        
             | brokencode wrote:
             | Stories are relevant if people find them interesting, and
             | that's about all the rhyme or reason there is to it.
             | Somebody losing $20 billion in a matter of days is very
             | eye-catching.
        
             | plank_time wrote:
             | You are definitely on the wrong end. HN is for any articles
             | that are interesting, with a bias towards tech but not
             | exclusively about it. This is a fascinating article and I'm
             | glad that it was posted.
        
             | totalZero wrote:
             | Ignoring all the ways that tech and finance crisscross one
             | another these days and focusing specifically on HN: Y
             | Combinator is a venture capital firm, and startups are
             | businesses. HN is inextricably tied to finance.
        
             | b0afc375b5 wrote:
             | Agreed. I would say fin tech is somewhat relevant, since it
             | has the tech component. But finance in general does not
             | interest me at all. And that's coming from a former
             | accountant.
        
         | ghostbrainalpha wrote:
         | Bill Hwang was definitely a "hacker" of the finance system.
        
           | edoceo wrote:
           | Zero Cool now has Zero Cash.
        
         | GavinMcG wrote:
         | It had 9 points at 26 minutes when you posted this and has 26
         | points now, at 34 minutes. [Edit: 124 at 1:10!]
         | 
         | A whole community can't instantly evaluate the article. Give
         | things a chance!
        
         | gruez wrote:
         | AFAIK it's a combination score + recency, with penalties if
         | it's flagged and/or getting a lot of comments.
        
       | ddalex wrote:
       | Loss of a hundred dollars is a tragedy... the loss of billion is
       | a statistic
        
       | Ericson2314 wrote:
       | If someone lost $20B in 2 days, what did they have to begin with?
       | Probably not a "real" $20B.
       | 
       | We really need to stop mixing up our stock and flows, and putting
       | dollar amounts derived from the latter to the former in ways that
       | make no sense.
        
         | mizzack wrote:
         | A lot less than $20B. That's why creditors are eating losses.
        
         | [deleted]
        
         | headmelted wrote:
         | The article implies he was worth $20bn and lost all of it,
         | which could easily be the case if he was leveraged 5:1 and had
         | $100bn AUM in the fund.
         | 
         | The circumstances are quite surprising given that this was his
         | family office. From previous stories it sounded like Archegos
         | was a hedge fund that blew up and lost investor money - but
         | reading this it seems he was gambling with swaps on his own
         | money plus whatever investment banks would lend him.
         | 
         | It kind of sounds like he screwed up in losing his fortune, but
         | rather than any kind of fraud the banks in question just
         | screwed up worse by not doing proper diligence on their
         | borrower (although obviously we don't have insight into what
         | was disclosed to the lenders, so who knows?).
         | 
         | "If you owe the bank a thousand bucks you have a problem, if
         | you owe the bank a million bucks they have a problem" comes to
         | mind.
        
           | hogFeast wrote:
           | The swaps are the lending instrument.
           | 
           | He used CFDs which are a type of OTC derivative. Instead of
           | buying the stock, you put up some margin and (usually)
           | promise to swap cash daily based on the movement in an
           | underlying stock (or basket of stocks) i.e. instead of buying
           | F, you promise to pay/receive the loss/gain in F stock every
           | day.
           | 
           | The leverage comes, of course, when investment banks say you
           | can pay/receive the cash flows on a position worth X shares
           | but only need to put margin that is significantly less than
           | the actual purchase price for X shares i.e. for a $100
           | notional exposure, you only need to put up $5 in margin.
           | 
           | Something to bear in mind if this sounds confusing. The risk
           | doesn't go anywhere. If an investment bank agrees to pay the
           | gain in the share price of AMZN, they hedge their risk by
           | buying shares. There are a few unique things about the case,
           | it seems implausible that Archegos weren't aware they were
           | cornering the market for certain stocks through investment
           | banks hedging their exposure, but the macro point is that the
           | risk hasn't disappeared.
           | 
           | Amazingly, this happened in 2007 too (everyone thought that
           | the MBS market was deep and liquid...no, it was pretty much
           | all owned by some particularly dense bankers in
           | Germany/Japan/etc.). People forget that risk doesn't go
           | anywhere and there is a point where risk-taking is just too
           | high relative to the actual productivity of the underlying
           | assets.
           | 
           | Also, I don't the detail is out there. But the $20bn, I
           | believe, refers to the gross leveraged position. It is very
           | likely that he was leveraging every bit of equity he had on
           | the way up (it doesn't matter anyway, all of his equity is
           | going to be wiped out).
        
         | snarf21 wrote:
         | Yeah, this isn't investing. This is gambling.
        
           | MR4D wrote:
           | Worse - it's gambling with other people's money and then
           | charging 2-and-20 on it.
           | 
           | Actually, now that I think of it, it's even worse that that!
           | - its taking other people's money, then leveraging it, and
           | _then_ charging 2-and-20.
           | 
           | Who needs to be a criminal when you can just do this instead?
        
             | pradn wrote:
             | It was his family office, not a public-ish hedge fund.
        
             | alborzb wrote:
             | It's a family office, not a public investment fund, so I
             | don't think the "other's people's money" phrase is valid
             | here.
             | 
             | It's kind of fuzzy just how much of it was leveraged, but
             | there's more clarity into the situation of the family
             | office in this article -- https://www.ft.com/content/c31983
             | 9d-d185-4e8a-bbc7-659bebe58...
        
             | dragontamer wrote:
             | Archegos Capital was largely Bill Hwang (and his family's)
             | money.
             | 
             | No one really weeps for this guy. This is absolutely a
             | situation where you can be Nelson (from the Simpsons) and
             | just laugh at this idiot's mistake, without feeling bad
             | about it. Overleveraging billions of your own money, and
             | losing it all in a couple of days takes a certain level of
             | recklessness.
             | 
             | There were a few banks that got caught up in this issue
             | (Credit Suisse lost $5 billion on this). But once again, we
             | can just sit back and laugh at Credit Suisse for failing to
             | account for the risk in granting Bill Hwang leverage.
             | 
             | Not like an "Evil Laugh" or anything, but... sometimes
             | investors make a mistake (be it a fund like Archegos
             | Capital, or a bank like Credit Suisse). When they make
             | mistakes, they loose $Billions. That's part of the risks
             | they take when they do their business. Fair game when they
             | lose on their bets.
        
               | grey-area wrote:
               | Credit Suisse investors lost that money, so it came out
               | of the pensions and investments of ordinary people who
               | invested in that bank. There were real losers here.
        
               | dragontamer wrote:
               | No more than how the London Whale lost $Billions for JP
               | Morgan (and therefore damaged JP Morgan's shareholders).
               | When you invest into a bank, its understood that the bank
               | will play with your money in ways that could lose it.
               | 
               | There's no guarantee that any of this crap makes money.
               | Investors make the decision that they're willing to risk
               | money for the opportunity to make more money later.
               | That's fundamental to the stock market (and bond market).
        
               | grey-area wrote:
               | That's fine but I think it's disingenuous to pretend
               | there are no losers here.
               | 
               | When schemes like archegos blow up, it often costs a lot
               | of people who don't even know they have invested in
               | stocks (e.g their pension fund does) some of their life
               | savings.
        
               | dragontamer wrote:
               | > When schemes like Archegos blow up
               | 
               | Archegos isn't a "scheme". Its a private hedge fund for
               | Bill Hwang's family.
               | 
               | I mean, it really sucks for him and his family to lose
               | $20,000,000,000 in a couple of days. But... this dude was
               | playing with fire.
               | 
               | And yeah, sucks for Credit Susie who was left "holding
               | the bag" on Archegos's margin calls (all other banks
               | liquidated ahead of time and got out safely. Credit Susie
               | was slow on the uptake and was left with a $5 Billion
               | bill).
               | 
               | But guess what? Lending $Billions to reckless
               | billionaires sometimes causes your bank to lose money.
               | That's well within the risk-reward calculus. And a "big
               | wall street bank" losing single-digit $Billions on a bet
               | happens at least a few times each year: its not even that
               | rare of an incident. This is literally the business
               | they're in. (Indeed: banks like Credit Susie lend money
               | somewhat recklessly because they know they can afford the
               | loss if the bet goes sideways. I doubt anyone at Credit
               | Susie is going to even get fired over this incident, its
               | really not that big a deal.)
               | 
               | Honestly, this implosion is great entertainment because
               | everything happened correctly. The damage is almost
               | entirely isolated to Bill Hwang and his closest
               | associates (family members, and some unfortunate church-
               | members who got roped in). But it seems like Bill Hwang
               | was a relatively honest fellow: so he didn't really screw
               | anyone else over aside from himself.
               | 
               | Pretty much everyone in this story got "what they
               | deserved". They played with fire, and then they got
               | burned. This isn't a 2007 or 2008 situation where the
               | fire spread and hurt someone else: this disaster is
               | almost entirely "contained" to only the circle of
               | reckless players.
        
               | MR4D wrote:
               | > Archegos Capital was largely Bill Hwang (and his
               | family's) money.
               | 
               | You make a good point. I completely forgot that part.
               | Kindof important too.
        
             | RobRivera wrote:
             | ssshhhh - don't speak the true-true
        
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