[HN Gopher] Regulators of Facebook, Google and Amazon also inves...
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       Regulators of Facebook, Google and Amazon also invest in the
       companies' stocks
        
       Author : marban
       Score  : 204 points
       Date   : 2022-10-13 16:10 UTC (6 hours ago)
        
 (HTM) web link (www.wsj.com)
 (TXT) w3m dump (www.wsj.com)
        
       | neonate wrote:
       | https://archive.ph/tv7Xm
        
       | 1vuio0pswjnm7 wrote:
       | https://www.wsj.com/articles/how-wsj-analyzed-12-000-federal...
       | 
       | WSJ should publish this database, i.e., the data and disclose the
       | software used. This is not a database of leaked information. It
       | is all publicly available.
       | 
       | Instead, WSJ tells readers all about how they constructed it,
       | like some sort of teaser. This reminds me of computer science
       | papers that describe software the authors wrote but refuse to
       | release. How can the reader be certain the software did not
       | contain errors that affected the results.
       | 
       | There are some who believe researchers who publish findings about
       | some object of study for the benefit of the public, e.g., an
       | academic community or a newspaper readership, are "obligated" to
       | supply the resources they used to other researchers so others can
       | replicate or conduct further studies.
        
       | Mountain_Skies wrote:
       | When I worked at a law firm, all of my market trades of
       | individual stocks had to go through clearance, regardless of
       | size, even though I never had access to privileged information.
       | Never had a trade anywhere near $15,000 in value but everything
       | still had to go through clearance first. I was never denied a
       | trade but one of my co-workers had a couple of his trades delayed
       | a few weeks.
        
       | theptip wrote:
       | I can just about see a case for letting FTC officials hold
       | industry-specific funds long, along the same lines as giving
       | employees stock grants; in some sense you might want the
       | regulators to want the broader industry to be successful. Even
       | this is questionable though; are we currently erring in having
       | regulators be too business-hostile? Unclear.
       | 
       | But allowing regulators to trade individual stocks that they
       | regulate is unacceptable, at any dollar value. There is just no
       | way to avoid conflicts of interest. If this rule means you can't
       | hire good people, the salary needs to increase.
        
       | MichaelCollins wrote:
       | So do legislators. Is it any wonder the American government
       | seemingly lets these companies get away with anything?
       | 
       | What did Bill Gates learn after the Microsoft antitrust case?
       | Don't snub Washington:
       | 
       | https://www.cnbc.com/2020/10/14/bill-gates-i-was-naive-at-mi...
       | 
       | > _" I was naive at Microsoft and didn't realize that our success
       | would lead to government attention," Gates said, referring to
       | Microsoft's antitrust challenges from more than 20 years ago.
       | "And so I made some mistakes -- you know, just saying, 'Hey, I
       | never go to Washington, D.C.' And now I don't think, you know,
       | that naivete is there."_
       | 
       | https://money.cnn.com/magazines/fortune/fortune_archive/2002...
       | 
       | > _For a couple of embarrassing years in the mid- '90s,
       | Microsoft's primary lobbying presence in D.C. was "Jack and his
       | Jeep." As the software giant's sole in-house lobbyist, Jack
       | Krumholtz, then 33, had to battle endless traffic jams to get
       | from Microsoft's suburban sales office to Capitol Hill. "Early on
       | I spent most of the day in my Jeep Grand Cherokee on my
       | cellphone," Krumholtz says. "I hit an all-time low on the day I
       | was parked on a Capitol Hill side street reading through my mail
       | with the laptop on the steering wheel."_
       | 
       | > _No longer. After the Justice Department filed its antitrust
       | suit in 1998, Microsoft--a company famous for its disdain of
       | government--undertook the largest government affairs makeover in
       | corporate history. The company now boasts one of the most
       | dominating, multifaceted, and sophisticated influence machines
       | around, one that spends tens of millions a year. It 's no great
       | surprise that one of the country's wealthiest companies can
       | bankroll a beefed-up lobbying operation when it faces a crisis.
       | But what few people realize is that Microsoft has reached the
       | very highest ranks of lobbying so quickly. Says David Hart, a
       | lobbying expert at Harvard's Kennedy School of Government:
       | "Microsoft has joined the top tier"--with such longtime
       | heavyweights as Philip Morris, Lockheed Martin, and AT&T._
        
         | systemvoltage wrote:
         | > So do legislators.
         | 
         | Yea but there is a decent amount of awareness around it.
         | Regulators, not so much.
        
           | metadat wrote:
           | Not really, I was clueless to the scale of the securities
           | abuse our congressman engage in until seeing the
           | UnusualWhales twitter account.
           | 
           | It's a club.. and we're not in it.
        
             | systemvoltage wrote:
             | I thought there was a bill that's on the table. Yea,
             | UnusualWhales is an awesome account, just wild what kind of
             | parties happen in the club we're not in.
        
         | ridgered4 wrote:
         | I've noticed most people seem to be under the impression that
         | Microsoft suffered some big loss from the antitrust case, and
         | use it as evidence that Apple or Google will soon be taken down
         | a peg too. Looking back they just built the lobbying arm they
         | were missing and then the problem pretty much went away. Sure,
         | there were some browser choice pre-load things in Europe and
         | Korea but those things never came to the US and came well after
         | the benefit had already been achieved in the browser war.
        
       | malshe wrote:
       | Free link:
       | 
       | https://www.wsj.com/articles/the-regulators-of-facebook-goog...
        
       | PragmaticPulp wrote:
       | > An investment of $15,000 or less in an individual stock, or of
       | $50,000 or less in an industry-specific mutual fund, isn't deemed
       | a conflict of interest under federal regulations.
       | 
       | > An FTC spokesman said the agency officials had followed the
       | law.
       | 
       | While I don't really want to see regulators owning any amount of
       | individual stocks in companies they're directly regulating, the
       | $15,000 individual stock limit limits the impact quite a bit.
       | Even if someone did own $15,000 of an individual stock, the
       | personal financial gain/loss of even major regulatory actions
       | isn't a huge amount.
       | 
       | Also keep in mind that you can't buy basically any large cap
       | mutual fund without owning significant amounts of Facebook,
       | Google, Amazon, Apple, and other large companies.
        
         | lostmsu wrote:
         | What about derivatives?
        
           | compsciphd wrote:
           | at Bloomberg, even thought I didn't work on any financial
           | product (I worked on their law product), I wasn't allowed to
           | own any derivatives per my contract.
        
         | quadcore wrote:
         | _Even if someone did own $15,000 of an individual stock, the
         | personal financial gain /loss of even major regulatory actions
         | isn't a huge amount_
         | 
         | In whose mind? Most people would fight to defend 50$ like they
         | are defending their life, especially rich ones from my
         | experience. Add to that the spouse asking questions and that
         | 15k is worth a million.
        
         | peyton wrote:
         | Isn't the correct comparison other ethics rules around
         | conflicts of interest/gifting/etc for government officials?
         | Upside on $15k through each merger transaction seems way out of
         | line.
        
           | dnissley wrote:
           | What large bumps due to merges/acqs are you referring to?
        
         | MichaelCollins wrote:
         | Even a hundred dollars is enough to make people feel an
         | irrational protective attachment to the company. Shit, even
         | _buying_ a company 's product has been known to make people
         | treat that company like part of their tribe. Insult Apple in
         | another thread if you want to see a demonstration of this. Or
         | insult the Harley Davidson company at a biker bar.
        
           | dsfyu404ed wrote:
           | >Or insult the Harley Davidson company at a biker bar.
           | 
           | Mentioning Toyota's EV situation on HN is a little more
           | relatable for this crowd.
        
           | PragmaticPulp wrote:
           | > Even a hundred dollars is enough to make people feel an
           | irrational protective attachment to the company.
           | 
           | But anyone with stock investments at this scale is already
           | seeing their portfolio swing a couple hundred dollars on the
           | regular. Regulators also have far more to lose in their
           | career (paying potentially millions over the multi-year
           | course of their tenure) by making the wrong decision than
           | they would by swinging their portfolio a couple hundred bucks
           | on a given day.
           | 
           | We can't realistically demand that all public regulators
           | abstain from investing in, for example, an S&P 500 index fund
           | that holds several percent of Apple stock. If the job came
           | with a requirement that the job holder couldn't invest
           | standard index funds, anyone who knows anything about
           | investing and financial planning would avoid the job at all
           | costs.
           | 
           | There has to be a compromise. You can't demand absolute zero
           | financial interest in things like index funds over the mere
           | chance that someone might make an irrational career-harming
           | move to swing their portfolio a couple hundred bucks.
        
           | JamesianP wrote:
           | Making rules that avoid triggering irrational behavior is
           | rather hopeless by definition though. For all we know a
           | regulator once dated someone who worked at a company and the
           | bad breakup makes them spiteful against the whole
           | organization.
           | 
           | The solution there has to be oversight to identify when a
           | regulator is misbehaving.
           | 
           | Though I'm fine with limiting their ownership to zero for
           | purely rational reasons. A few thousand bucks worth of
           | loss/gain might still sway small borderline decisions.
        
             | MichaelCollins wrote:
             | I don't seriously propose that regulators looking at Apple
             | should be forbidden from owning Apple devices; that's too
             | impractical even though it would otherwise be a good idea.
             | For practical reasons I'd give a pass to indirect
             | investment through mutual funds/etc too. But forbidden them
             | from buying any amount of AAPL directly? I think that's
             | very reasonable.
        
               | JamesianP wrote:
               | yes I was referring to stock ownership too, and only
               | rational behavior. A phone probably won't change
               | measurably in value from a regulatory decision, but $15k
               | of stock certainly could.
        
               | JumpCrisscross wrote:
               | > _forbidden them from buying any amount of AAPL
               | directly?_
               | 
               | Once the investigation starts, absolutely. But forcing a
               | regulator to sell their $10k stake in Apple prior to
               | investigating them creates its own weird incentives.
        
               | yibberish wrote:
               | we certianly need some way to separate the role of the
               | regulator, from the person doing that job.
        
           | pb7 wrote:
           | You don't even have to _buy_ anything. Insult Linux in a
           | forum full of tech nerds if you want to see a demonstration
           | of this.
        
             | kornhole wrote:
             | Linux users love to insult Linux. That is what drives its
             | improvements.
        
               | TulliusCicero wrote:
               | Germans love to complain about Germany, but if someone
               | _else_ does it...
               | 
               | This is pretty typical behavior, actually. I grew up
               | Mormon, Mormons complain about people making polygamy
               | jokes about them but also make polygamy jokes themselves.
               | It's an in-group vs out-group thing: _we_ can make those
               | jokes.
        
           | spywaregorilla wrote:
           | Buying things that you're going to display as part of your
           | personal image sounds like a much more relationship intensive
           | activity than buying stock imo
        
         | varelse wrote:
        
         | modriano wrote:
         | Is that limit on the cost basis of the position or would the
         | conflicted regulator have to sell off some stock if their
         | position exceeded the $15k threshold?
        
         | kyleblarson wrote:
         | Do they specify that that 15k is in the underlying equity
         | itself? If not, it is incredibly easy to use options to
         | leverage the hell out of that $14,999.
        
         | [deleted]
        
         | cma wrote:
         | If they held $15,000 in Facebook, Google, Amazon, Apple, MS,
         | Nvidia, AMD, Intel, Qualcomm, TSMC, that's $150,000, and often
         | these companies are doing extensive intermixed deals with each
         | other with exclusivity agreements and other similar stuff.
        
         | calibas wrote:
         | What if the stock is owned by a spouse?
        
         | WheatMillington wrote:
         | Sometimes I feel like I live on a different planet to the
         | people on HN. I don't own $15k of ANY single stock. In fact I
         | don't have significant savings outside of retirement savings
         | (which I deliberately don't manage) of that magnitude. If I had
         | $15k of any given stock, I'd have an extreme personal interest
         | in the performance of that stock
         | 
         | IDK, maybe it's that I don't work in tech and I'm too young or
         | too old or whatever (37, 2 kids) but it just seems crazy to me
         | to think that for some people $15k in any SINGLE stock isn't a
         | meaningful amount of money.
        
           | grog454 wrote:
           | The point is: would you be willing to risk massive fines and
           | jail time for making unethical decisions to try to turn your
           | $15k into $30k if you did? Probably not.
           | 
           | But if you could move your entire life savings into a stock
           | the incentive for shady stuff increases significantly.
        
             | WheatMillington wrote:
             | What are you talking about? There is no risk, the point is
             | they're perfectly allowed to hold $15k in these stocks.
        
               | JumpCrisscross wrote:
               | > _the point is they 're perfectly allowed to hold $15k
               | in these stocks_
               | 
               | They're not allowed to insider trade on it, or corruptly
               | modify their regulatory duties on account of it,
               | irrespective of whether is $1 or ten thousand.
        
               | ip26 wrote:
               | The risk is doing something illegal or unethical to
               | increase the value of their holdings. The larger their
               | holdings, the larger the incentive to do that illegal or
               | unethical thing.
        
           | DannyBee wrote:
           | Thankfully, all federal government positions like this have
           | clearly specified salary ranges.
           | 
           | So let's take the DOJ, since they have easy to find
           | vacancies.
           | 
           | https://www.justice.gov/legal-
           | careers/vacancies?position=1&t...
           | 
           | They are mostly GS-15, which is 150-175k pay per year. They
           | do fine on benefits, etc.
           | 
           | 15k in stock is not a ton for them.
           | 
           | Certainly not something you'd mess up a job or career over.
        
           | chiefalchemist wrote:
           | The amount of money, relatively, is negligible. On the other
           | hand, in the human psyche it can create significant bias.
           | 
           | Specially, for example, humans have an aversion to loss. It's
           | true for small amounts. Certainly, for larger amounts it's
           | just as bad. That is, few people regardless of resources
           | would reach into their pocket and toss $15K into a fire pit.
           | We're simply not wired for that.
           | 
           | And that wiring is going to influence the decision made. The
           | amount is a minor factor.
        
           | Gh0stRAT wrote:
           | There are people on HN working for the big tech companies who
           | are being granted that $15k worth of stock every month.
           | ($180k/year) At the more senior levels and/or with some stock
           | appreciation, it's not unheard-of for >50% of compensation to
           | be in the form of RSUs.
           | 
           | Obviously they should sell-on-vest and diversify into index
           | funds, but a lot of them choose to buy and hold some
           | individual stocks that they're bullish on as well.
        
           | ip26 wrote:
           | You've certainly got a point, but if a regulator has the
           | ability to indirectly swing the valuation 10%, they stand to
           | gain at most $1.5k which should be in the realm of a week's
           | pay. It's an interest to be sure, but it would be hard to use
           | it to finance a Lamborghini habit.
        
             | bo1024 wrote:
             | Regulators have the ability to swing the entire market.
        
           | is_true wrote:
           | Some people don't care about the money they have and it's not
           | always because they have well above avg.
        
           | pb7 wrote:
           | If you have $211K or more in your 401(k) invested in S&P 500
           | or similar, you technically have $15K invested in a single
           | stock: $AAPL.
        
             | Rebelgecko wrote:
             | If you're invested in the S&P500 wouldn't you fall under
             | the separate limits for mutual funds?
        
         | [deleted]
        
         | bern4444 wrote:
         | To further this, if you have 200k of VTI/VTSAX or of a non
         | vanguard alternative, that's $15,000 of Apple stock alone. It's
         | about 6% of VTI currently which will hold true of any broad
         | based market fund.
         | 
         | If you own a tech sector fund like VGT, Apple makes up 22% of
         | the fund. So having 200k of VGT is going to be just shy of
         | $50,000 worth of apple stock.
        
         | francisofascii wrote:
         | > Nearly one in four top FTC officials owned or traded
         | individual stocks of tech companies
         | 
         | While I agree a broad based fund will have allocations of these
         | stocks and should be okay for them to own, but what are they
         | doing owning individual stocks?
        
           | seanmcdirmid wrote:
           | Micro managing their portfolios? I can also imagine a lot of
           | them getting in on IPOs or later offerings before becoming
           | FTC officials and not clearing those stocks out of their
           | portfolio. But $15k...isn't a lot.
        
             | alistairSH wrote:
             | $15k is ~1 months salary for a senior bureaucrat (GS scale)
             | in DC metro. How many months income does it take to corrupt
             | somebody? $15k into each FAANG is $75k, double the national
             | median income. It all adds up a sizable potential conflict.
             | 
             | This is roughly the same debate as Congress, just on a
             | smaller scale. What is the balance between reasonable
             | individual financial management and ensuring conflicts
             | don't exist?
        
               | seanmcdirmid wrote:
               | > $15k is ~1 months salary for a senior bureaucrat (GS
               | scale) in DC metro.
               | 
               | That isn't income, profit, or gains, but just the actual
               | amount of stock they can hold/trade at some time. Let's
               | say they had inside information, $15k doesn't allow for
               | much leverage to take advantage of that information.
               | 
               | > How many months income does it take to corrupt
               | somebody?
               | 
               | Probably a heck of a lot more than you could earn on
               | trading just $15k of stock.
        
               | alistairSH wrote:
               | Yeah, I suppose the real question is how active is their
               | trading? And are systems in place to catch them if they
               | do appear to trade on insider info?
               | 
               | This is one of those situations where the
               | possibility/impression of special access to gains is
               | probably worse than any actual gains being made. And it's
               | certainly a much smaller scale than what we saw with
               | Congress ($10s of millions in some cases).
        
           | JumpCrisscross wrote:
           | > _what are they doing owning individual stocks?_
           | 
           | Many advisors invest based on an index (or modified index)
           | but hold shares in clients' accounts directly.
        
       | levesque wrote:
       | Isn't everyone investing in FAANG etc. at this point? Like if you
       | have a retirement fund you own these stocks almost guaranteed.
       | Probably beyond the 50K industry specific limits mentioned
       | elsewhere in here too
        
         | bin_bash wrote:
         | If that's all it was this wouldn't be a story. This is
         | specifically talking about _individual_ stocks.
         | 
         | > Nearly one in four top FTC officials owned or traded
         | individual stocks of tech companies such as Amazon.com Inc.,
         | Meta Platforms Inc.'s Facebook, Alphabet Inc.'s Google,
         | Microsoft Corp. and Oracle Corp.
        
           | [deleted]
        
         | madeofpalk wrote:
         | The Verge prevents its employees from owning or trading
         | individual tech stocks, but permits general (retirement) funds
         | https://www.theverge.com/ethics-statement
        
       | mikece wrote:
       | Wouldn't this be a pretty cut-and-dry case of insider trading (or
       | do regulators have an exemption to insider trading rules like
       | members of congress have?)?
        
         | volfied wrote:
         | People that can officially call it insider trading are the ones
         | doing it.
        
           | mikece wrote:
           | There have been bills introduced to ban members of Congress
           | from insider trading but, amazingly, they keep getting shot
           | down in committee.
        
             | JumpCrisscross wrote:
             | > _have been bills introduced to ban members of Congress
             | from insider trading but, amazingly, they keep getting shot
             | down in committee_
             | 
             | This is incorrect. The STOCK Act banned insider trading by
             | members of Congress in 2012 [1]. Disclosure requirements
             | for staffers were amended in 2013 [2], but prohibitions on
             | Congressmen remain in force [3].
             | 
             | [1] https://en.wikipedia.org/wiki/STOCK_Act
             | 
             | [2] https://en.wikipedia.org/wiki/STOCK_Act#Amendment
             | 
             | [3] https://en.wikipedia.org/wiki/2020_congressional_inside
             | r_tra...
        
               | lcampbell wrote:
               | > _but prohibitions on Congressmen remain in force_ [i.e.
               | 2020 congressional insider trading]
               | 
               | Is it really "in force" when, despite much ado, no
               | charges were brought in the linked scandal [1][2]? I
               | don't really have a horse in this race, I just took issue
               | with the particular example you referenced.
               | 
               | [1]
               | https://www.nytimes.com/2020/05/26/us/politics/senators-
               | stoc...
               | 
               | [2] https://www.cnbc.com/2021/01/19/doj-will-not-charge-
               | sen-rich...
        
               | JumpCrisscross wrote:
               | > _when, despite much ado, no charges were brought in the
               | linked scandal_
               | 
               | A Senator's phone was subpoenaed by the FBI. That's
               | substantial. (The allegation was Burr had insider
               | information on broad market movements. Absent direct
               | evidence he misappropriated privileged information,
               | that's a tough charge to bring. Had he bought _e.g._
               | Moderna shares, prosecutors may have had a case.)
               | 
               | The whole thing, moreover, came to light because of the
               | STOCK Act. There are now calls for bans on individual
               | stock trading by Congressmen as a result of the evidence
               | from these scandals.
               | 
               | I'm not defending the _status quo_. But it's definitely
               | improving and not a free for all.
        
         | BurningFrog wrote:
         | It's maybe how cops are exempt from speeding tickets etc.
        
       | schainks wrote:
       | My tax dollars should pay for these companies to be regulated in
       | the interests of the people, not the interests of the people that
       | are regulators.
       | 
       | The fewer opportunities for conflict of interest, the better the
       | outcomes in the general case.
        
       | lacoolj wrote:
       | so? if they aren't regulating properly they have oversight to
       | remove them. what they invest in with their own money is their
       | business.
        
         | DesiLurker wrote:
         | You can possibly be serious about that remark. This is the
         | definition of conflict of interest. they are much less likely
         | to make decisions that would make their own investments go
         | down. this is why regulator are supposed to put their money in
         | a blind trust.
         | 
         | Also, what makes you think their oversight would not be
         | invested like them and not have the same conflict of interest
         | as them?
        
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