[HN Gopher] The SEC's response to the 'meme stock' rally
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       The SEC's response to the 'meme stock' rally
        
       Author : slowhand09
       Score  : 61 points
       Date   : 2022-06-24 19:28 UTC (1 days ago)
        
 (HTM) web link (www.reuters.com)
 (TXT) w3m dump (www.reuters.com)
        
       | ratsmack wrote:
       | It seems that the retail traders are doing better than the
       | institutional types, so the "fix" is to hamstring the retail
       | folks to maintain the status-quo, and make it look like they're
       | doing a favor for retail by acting deeply concerned.
        
         | ctvo wrote:
         | > It seems that the retail traders are doing better than the
         | institutional types
         | 
         | Who do you think benefits most that this myth continues to
         | propagate? The myth that the common man, with 1,000 USD to his
         | name, can go on a trading app and do better than the financial
         | elites and gain financial independence? Why would anyone in the
         | market want to disabuse you of this when it brings in so much
         | dumb money.
        
         | Victerius wrote:
         | That's a childish take. Here's what the article says are the
         | SEC's actual concerns:
         | 
         | Gary Gensler, the SEC chief, has criticized payment for order
         | flow (PFOF), a practice in which some commission-free brokers
         | generate revenue by sending customer orders to wholesale market
         | makers in return for payments, rather than to exchanges. He has
         | said a ban on the practice is not off the table as it raises
         | potential conflicts of interest, giving brokers incentives to
         | encourage customers to trade more frequently to maximize the
         | payments. The meme stock trading frenzy exposed concerns about
         | the ways in which PFOF increases complexity and potential
         | fragility in the securities markets, the House Financial
         | Services Committee report said. Proponents say PFOF is a major
         | reason brokerages were able to stop charging trading
         | commissions, and retail investors often get a lower, better
         | price than they would on the main exchange.
         | 
         | Gensler has criticized the "gamification of trading" in which
         | commission-free brokerages encourage excessive trading using
         | lights, noises, notifications and other gimmicks to generate
         | more PFOF. He has also highlighted the use of artificial
         | intelligence, predictive data analytics and machine learning to
         | push products. In August 2021, the SEC issued a consultation on
         | potential new rules to limit gamification and other "digital
         | engagement prompts." The agency is expected to proceed with a
         | rule change in the coming months. read more The U.S. House
         | Financial Services Committee on Friday urged Congress to adopt
         | legislation mandating the SEC study how its rules need to
         | change to address new technological developments, such as
         | digital engagement practices and social media-driven market
         | activity.
         | 
         | The GameStop saga highlighted the small number of market-makers
         | -- brokers that execute trades and publicly post buy and sell
         | quotes for others to trade -- that dominate the retail market,
         | which may pose competition issues, Gensler has said. The House
         | Financial Services Committee said that at the time of the
         | Reddit rally, Robinhood was not connected to any exchanges, and
         | of the six market makers Robinhood routed all its customers'
         | orders to, nearly all were unable to execute trades in certain
         | meme stocks due to the market stress. "Had all these market
         | makers been unable to execute trades, Robinhood would have been
         | unable to execute trades on behalf of its customers," the
         | report said. Nearly all retail trades are executed away from
         | exchanges. That is partly due to rules that allow market makers
         | to offer fractional sub-penny price improvement on bids and
         | offers, whereas exchanges have to quote in pennies. Gensler has
         | said that has created an uneven playing field in the
         | competition for retail orders.
         | 
         | _______
         | 
         | As an aside, institutional investors, like pension funds, are
         | not trying to generate +500% returns on options or meme stocks.
         | They're not trying to beat traders. They're more comfortable
         | with stable rates of return over the long term. +2%-3% per
         | year. Not hard to beat for a day trader.
        
           | Animats wrote:
           | _The House Financial Services Committee said that at the time
           | of the Reddit rally, Robinhood was not connected to any
           | exchanges, and of the six market makers Robinhood routed all
           | its customers ' orders to, nearly all were unable to execute
           | trades in certain meme stocks due to the market stress._
           | 
           | Had Robinhood had actual exchange connections, would they
           | have been able to execute the trades? If the exchange can
           | match a buyer and a seller, you don't need a "market maker".
           | Market makers provide liquidity in infrequently traded
           | assets. For frequently traded assets, you don't need market
           | makers, just matching of buyers and sellers.
        
             | ueieishdijw wrote:
        
         | logifail wrote:
         | > the retail traders
         | 
         | I have a friend who works in HFT[0][1], over a beer or three in
         | central London a few years ago he told me that in his world a
         | common description of retail trading is "dumb flow".
         | 
         | When your intentions to trade are being sold to the HFTs before
         | your trades are even priced, I guess that does indeed rate you
         | "dumb".
         | 
         | [0] https://en.wikipedia.org/wiki/High-frequency_trading [1]
         | https://clsbluesky.law.columbia.edu/2015/12/15/is-high-frequ...
        
       | tiku wrote:
       | So nothing about the selling of stock they didn't own etc? That
       | was one of the problems if I remember correctly.
       | 
       | I wonder when the stock market is going to adapt some of cryptos
       | tech, so that you can store your stock on your own PC instead of
       | an exchange, like the paper versions.
        
         | logifail wrote:
         | > selling of stock they didn't own
         | 
         | Compared with all the other stuff that goes on in finance, it's
         | really really hard to see short selling as bad.
         | 
         | https://www.cnbc.com/2018/10/05/experts-including-warren-buf...
        
           | chrischattin wrote:
           | Short selling wasn't the issue in this case. It was loaning
           | out shares to short that straight up didn't exist.
        
             | logifail wrote:
             | > loaning out shares to short that straight up didn't exist
             | 
             | We should note that naked shorting was apparently just fine
             | until not that long ago[0].
             | 
             | [0] https://seekingalpha.com/article/4453048-naked-short-
             | selling
        
             | Hasu wrote:
             | The SEC didn't find any evidence of naked shorts in the
             | GameStop debacle.
             | 
             | Some people confuse naked shorts - which are currently
             | illegal - with the simple finance fact that the same stock
             | can be shorted more than once. Let's say A owns 1 stock. I
             | borrow it from him and short sell it to B. Now I owe A one
             | stock, and B owns one stock. There is _no reason_ (1) I
             | can't borrow that stock from B, and short sell it to C. I
             | now owe A and B each one stock, and C owns 1 stock. You can
             | continue doing this as much as you want, and create
             | effectively infinite short positions without ever doing a
             | naked short.
             | 
             | (1) Well aside from the the practicalities that it
             | overleverages you and if your short position gets called
             | you are completely screwed, and eventually you might not be
             | able to find any stocks to borrow for shorting purposes,
             | but there's no _theoretical_ reason you can 't do this.
        
               | unethical_ban wrote:
               | I'm sure it's because I'm a plebian, but being able to
               | create infinite short positions from one stock seems like
               | a bad thing, whatever the name is.
        
         | cuteboy19 wrote:
         | Forget about selling PFOF, in crypto exchanges are directly
         | betting against their customers. When it looks like they're
         | losing, they just turn off trading with the "unscheduled
         | maintenance" excuse
        
       | snowwrestler wrote:
       | The framing of this article makes it seem like the SEC is acting
       | to protect the hedge funds from the little retail investor.
       | 
       | The reality is that many naive first-time retail investors
       | experienced big losses on the backside of the meme stock rally,
       | to the benefit of a few sophisticated retail investors: the ones
       | who incited the rally in the first place.
       | 
       | This was possible in part because they were working on top of a
       | new system of well-marketed apps that made trades free and
       | incentivized. Taking all the friction out of the system made it
       | easier for a few people to whip it around with emotion.
       | 
       | The problem is structural which is why the SEC is looking at it.
        
         | thr0wawayf00 wrote:
         | Exactly. That combined with incredibly low interest rates for
         | years motivated people to put more and more cash into the stock
         | market because CDs and saving account returns are a total joke
         | nowadays. The total amount of cash that has flowed into the
         | stock market over the last two years has been insane.[0]
         | 
         | 0: https://www.cnbc.com/2021/04/09/investors-have-put-more-
         | mone...
        
           | mvc wrote:
           | Has there ever been a time when investors could expect to
           | earn a high rate of interest on risk-free investments during
           | a period of very low inflation?
        
             | ghaff wrote:
             | Educated investors behaving rationally? No. But plenty of
             | people in these pages and elsewhere get upset whenever the
             | SEC tries to impose some modicum of rules that try to limit
             | investments by people who don't have at least some veneer
             | of education about financial markets.
        
       | tomcam wrote:
       | I can't seem to find any comments here, or anything mentioned in
       | the article about the fact that free people made their own
       | decisions and had to absorb the risk. I don't know what's wrong
       | with that.
        
       | ok_dad wrote:
       | So basically they're gonna figure out how to game the system for
       | the institutional investors. I never thought that those
       | "superstonks" folks would be proven right that the system is
       | rigged, but there it is in plain text.
        
         | rvz wrote:
         | > I never thought that those "superstonks" folks would be
         | proven right that the system is rigged, but there it is in
         | plain text.
         | 
         | It always has been and it is made for the institutions to
         | rarely lose and be ahead with the smart money over retail
         | traders.
        
           | WJW wrote:
           | "The institutions" typically employ hundreds to thousands of
           | highly talented professionals who get access to sophisticated
           | training and bespoke software tooling. Retail traders often
           | have a day job besides investing, which necessarily limits
           | the time they can spend studying the markets.
           | 
           | Tbh this is like putting up the neighborhood poker players
           | against WSOP champions. They might win in the short term but
           | only through luck. Any retail trader getting into any but the
           | most risk-averse type of index investing (ie the type of
           | trade where they are aligned with the wider market anyway) is
           | kidding themselves they can beat people who have at least a
           | 100x advantage compared to them.
        
         | lupire wrote:
         | The focus of the article is PFOF, which is what the "hedges"
         | use and exactly what Superstonkers protest about Robinhood.
         | 
         | Meme stocks are HODLs; they don't need Robinhood.
         | 
         | This SEC action is about exploitative promotion of day trading
         | -- WSB gambling, not MOASS.
        
         | hn_throwaway_99 wrote:
         | "In plain text"??? Please highlight which of the 3 proposals
         | you think will benefit institutional investors:
         | 
         | 1. Banning payment for order flow. Basically all of
         | r/wallstreetbets agrees with this, too.
         | 
         | 2. Anti "gamification" of stock trading. I've commented on this
         | a million times, but the fact that Robinhood graphs have no
         | labels on their y-axis means those graphs are totally
         | meaningless and only there to act like slot machine lights. If
         | retail traders have the same trading options as before, but
         | with real actual information instead of whizbang blinking
         | lights, I don't see how this is a negative.
         | 
         | 3. Competition issues because of dominant market makers. That
         | proposal is 100% a benefit to small retail traders at the
         | expense of huge market makers, which goes directly against your
         | thesis.
        
         | bdonlan wrote:
         | Do you want to elaborate on which specific changes listed in
         | the article are, in your opinion, beneficial to institutional
         | investors at the expense of retail investors, and how?
        
           | kcl wrote:
           | I don't know where this method of argumentation came from,
           | but it's obnoxious and I'm over it. There are even soyjaks
           | for this. Either you don't know and you're being lazy (I
           | don't think this is the case), or you do know and you've
           | generated an asymmetric work request for op that you could've
           | answered and that left unanswered by him casts doubt on his
           | argument. If you have a case to make, make it, instead of
           | this nonsense DoS attack. This is not a defense of op's
           | position.
        
             | sumy23 wrote:
             | Your outrage is unwarranted. The proposed changes are:
             | 
             | 1) Limiting PFOF because it creates possible conflicts of
             | interest.
             | 
             | 2) Limiting "gamification" of trading via engagement
             | prompts.
             | 
             | 3) Adding sub-penny prices to exchanges to harmonize them
             | with market makers. This is to encourage more orders to be
             | sent to exchanges instead of market makers.
             | 
             | How are any of these things capitulating to institutional
             | investors?
        
             | Hasu wrote:
             | Which "argument method", asking questions to gain a further
             | understanding of a position both for yourself and the
             | person you're asking?
             | 
             | I'm pretty sure that it came from Socrates.
        
           | Izkata wrote:
           | The article:
           | 
           | > The U.S. House Committee on Financial Services on Friday
           | called for the SEC, along with other regulators, to do more
           | to protect the markets from similar events. read more
           | 
           | > The impetus for change came from the so-called "Reddit
           | rally" of January 2021, in which GameStop Corp (GME.N) and
           | other "meme stocks" popular on social media surged to extreme
           | highs on buying from investors trading heavily through
           | Robinhood (HOOD.O) and other commission-free retail
           | brokerages.
           | 
           | > The intense volatility led to big losses for hedge funds
           | that had bet against the meme stocks.
           | 
           | They don't like that the general populace was able to damage
           | hedge funds, so they're making changes to stop it. I don't
           | really know the changes technically, but the intent is right
           | there.
        
             | sumy23 wrote:
             | That's just color commentary from the author of this piece.
             | If you read the rest of the article, the specific changes
             | proposed by the SEC are outlined.
        
       | flenserboy wrote:
       | Quit picking winners, government.
        
       | wayeq wrote:
       | I didn't read the article and I'm deeply upset by this.
        
         | hn_throwaway_99 wrote:
         | Can't tell if sarcastic or not, because so many of the comments
         | here along the lines of "the SEC is sticking it to the little
         | guy" are clearly from people that haven't read the 3 proposals
         | in the article, which are all detrimental to large
         | institutional interests for the benefit of smaller traders.
        
       | Pulcinella wrote:
       | _Gensler has criticized the "gamification of trading" in which
       | commission-free brokerages encourage excessive trading using
       | lights, noises, notifications and other gimmicks to generate more
       | PFOF._
       | 
       | Normally I despise gamification, but this just reads to me as
       | "Kids these days. Back in my day we had shouting, loud clothing,
       | and platform shoes on the trading floor. None of this new fangled
       | _digital_ stuff!"
        
         | lupire wrote:
         | To put in gamer language: the latency and bandwidth are
         | valuable for performance, not the RGB lights.
        
         | potatoyogurt wrote:
         | A very small number of people trade by voice on trading floors
         | and they are generally professionals. This is categorically
         | different from phone apps that reach into every ordinary
         | person's living room. No one is advocating for a return to pre-
         | electronic markets.
        
         | sidlls wrote:
         | It's a little disingenuous, in my opinion, to compare earnest
         | opposition to exploitative or dangerous use of new technology
         | to a ludditism.
        
           | andrewflnr wrote:
           | It's a little disingenuous to assume the new technology is
           | actually exploitative or dangerous, when accusing one of said
           | tech's defenders of disingenuity.
        
       | this_user wrote:
       | So this report pretty much disproves all of the assumptions that
       | the meme stock conspiracy theorist have been making:
       | 
       | Robinhood had to disable opening new positions, because they are
       | unable to meet their margin requirements. They only survived,
       | because they were granted a discretionary rebate. Otherwise, the
       | DTCC could have taken control of their entire portfolio, and
       | could have liquidated everything to protect its other member
       | firms.
       | 
       | RH had poor internal practices, and did not fully understand how
       | these margin amounts were calculated, nor had they implemented
       | best practices for modelling those. Additionally, they
       | technological infrastructure had already been at the edge of
       | breaking down under the load for days even before the meme stock
       | event.
       | 
       | Citadel Securities had nothing to do with RH not accepting new
       | buy orders. In fact, they were the only one of RH's six market
       | makers who never asked them to route away orders. The only thing
       | the did negotiate for was a reduction of PFOF rebates, because RH
       | was using its own, non-standard approach for calculating those
       | that resulted in RH receiving a huge increase in rebates.
        
         | PartiallyTyped wrote:
         | > Robinhood had to disable opening new positions, because they
         | are unable to meet their margin requirements.
         | 
         | It wasn't just RH that blocked buy orders. Revolut did as well,
         | and at least 2 others if my memory serves me correct.
        
         | boeingUH60 wrote:
         | I wouldn't trust any word of the meme stock conspiracy
         | theorists. If you can stomach it, visit r/SuperStonk, and it's
         | basically like QAnon of Finance...with many posts screaming Ken
         | Griffin bad!
        
           | savant_penguin wrote:
           | Sir this is a casino
        
         | qaq wrote:
         | DTCC is not a government entity and not very transparent. One
         | other thing people overlook is that RH and others make money
         | among other things by landing out stocks to short so had huge
         | exposure to counter party risk on the meme stocks they have
         | lent out to shorts. Which made their interests even less
         | aligned with their customers.
        
           | collegeburner wrote:
           | DTCC does this kind of limitation because the finance
           | industry is still terrified after Sarbanes Oxley Dodd Frank
           | and similar legislation. The goal is to create some self-
           | regulation so that the feds don't come in and fuck everything
           | up even worse.
        
       | adrianmonk wrote:
       | NPR's "The Indicator" had a recent episode on this:
       | https://www.npr.org/transcripts/1106468243
       | 
       | Part of it was an explanation of what Payment For Order Flow
       | (PFOF) is. They also had a few short comments by a researcher on
       | the potential conflicts of interest. His opinion was that there
       | are two, and one of them (ensuring customers get a fair price) is
       | solvable but the other (brokerages having an incentive to steer
       | customers toward trades with higher PFOF) is more problematic.
       | 
       | It sounds like the SEC hasn't decided whether to ban PFOF or just
       | require more disclosure about prices, which seems to match up
       | with what that researcher said.
       | 
       | (Also point of trivia from the NPR episode: PFOF was invented by
       | Bernie Madoff.)
        
         | horsawlarway wrote:
         | NPR's marketplace also touched on this over the last week, and
         | does a decent job laying out the basics.
         | 
         | Generally speaking - I think we're seeing the same dilemma here
         | you see with digital advertising: The "customer" now pays no
         | trading fees, but because they're no longer funding the
         | activity through those fees, they start to become the product
         | sold, and the actual customer getting catered to is now the
         | brokerage paying the best PFOF... which they can likely do
         | because they inflate their earnings by taking a larger cut,
         | which means the original "customer" is still likely paying
         | anyways, but they now have no recourse and no say in how they
         | are bought and sold.
         | 
         | I'm not at all a fan of the kind of perverse incentives that
         | pop up when you have to trust an agent, and that agent is
         | getting paid better by someone else to fuck you.
         | 
         | We have fiduciary duty laws for a reason - this situation leads
         | to bad places.
         | 
         | For comparison - the vast majority of EU states have this
         | banned as under their inducement to trade laws.
        
           | anticristi wrote:
           | > For comparison - the vast majority of EU states have this
           | banned as under their inducement to trade laws.
           | 
           | Interesting. Didn't know about this. Can you send me a link
           | to something like Wikipedia or an EU regulation?
        
             | horsawlarway wrote:
             | This was confirmed last year: https://eur-
             | lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELE...
             | 
             | I think a few of the states are still in limbo (last I
             | heard was something about germany saying that they need to
             | allow PFOF to prove PFOF is harmful first), but my
             | understanding is most folks are treating it as banned.
             | 
             | That said - I'm way outside my area of expertise here, and
             | would welcome someone more knowledgeable to speak on it.
        
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