On Sat, Nov 7, 2009 at 10:26 AM, Marv Gandall <[email protected]> wrote:
> Delaware Senator Ted Kaufman's observations that dark pools have risen from 
> 1.5 to 12 percent of
> market trades in five years and that flash trading has "skyrocketed" to 70%
> of daily trading volume, if true, can't be easing those concerns.
>



More on high-frequency trading (or how, bad and anti-social as it is,
it is not a big enough factor in the profits of financial firms. So
then, how does Goldman Sachs make its money?).
http://www.businessinsider.com/sorry-goldmans-mega-profits-didnt-come-from-high-frequency-front-running-2009-7?mobile=1/
------------------------------------------------------snip
That said – these profits can’t add up to sufficient to explain
Goldman’s trading profit.Interactive Brokers is (by far) the most
electronic and lowest cost broking platform in the world.We use it
extensively as do many others. Interactive Brokers has a 12 percent
market share in option market making globally and probably a 10
percent share in all market making. Trading revenue was about 220
million. Moreover in the conference call the CEO/Founder (Thomas
Peterffy) thought the influx of competition in the area had reduced
market maker margins very substantially.

Anyway if 10 percent of global stock volume provides 220 million
dollars revenue per quarter then there is no way that a substantial
proportion of Goldman’s trading profit can come from high frequency
trading. The numbers do not work.

When the New York Times quotes William Donaldson (a former CEO of the
New York Stock Exchange) as that high frequency trading “is where all
the money is getting made” they are quoting bunk – and they should
know it.

This is a plea. Can we have a dispassionate and accurate view of where
the (vast) trading profits of Wall Street in general (and Goldman
Sachs in particular) come from? The last big boom in trading profits
was followed by a bust which came at huge social costs. [Look what
happened to Lehman.]

We cannot understand the risks “Wall Street” is taking and hence the
economic downside if it all turns pear shaped, and the appropriate
regulatory structure, unless we know what is happening.

Mindless articles such as the recent New York Times one – grossly
inconsistent with facts are less than helpful. They are distracting.




-raghu.


-- 
"Really ?? What a coincidence, I'm shallow too!!"
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