@ghose.bsky.social
Trying out a sponsor approach vs subscription with today’s piece…
open.substack.com/pub/rupakgho...
open.substack.com/pub/rupakgho...
Renaissance Technologies under pressure
Will the quant king close its client funds?
open.substack.com
November 18, 2025 at 9:17 PM
Trying out a sponsor approach vs subscription with today’s piece…
open.substack.com/pub/rupakgho...
open.substack.com/pub/rupakgho...
Good piece by @dsquareddigest.bsky.social
using the examples of SVB and CS
Vibes matter when your deposit base can walk in 48hrs
www.ft.com/content/b12c...
using the examples of SVB and CS
Vibes matter when your deposit base can walk in 48hrs
www.ft.com/content/b12c...
Numbers vs more judgment: the US-Europe regulatory divide widens
Cuts to the Fed’s supervisory staff reflect a particularly American approach to financial oversight
www.ft.com
November 7, 2025 at 11:04 AM
Good piece by @dsquareddigest.bsky.social
using the examples of SVB and CS
Vibes matter when your deposit base can walk in 48hrs
www.ft.com/content/b12c...
using the examples of SVB and CS
Vibes matter when your deposit base can walk in 48hrs
www.ft.com/content/b12c...
Wrote up my notes on interview HRT head of AI did.
Their mid frequency trading is big but order book/flow data. It’s intraday/ not multi day - different to models at DE Shaw, Two Sigma where mid frequency is longer term factors/fundamentals signals…
rupakghose.substack.com/p/the-new-hu...
Their mid frequency trading is big but order book/flow data. It’s intraday/ not multi day - different to models at DE Shaw, Two Sigma where mid frequency is longer term factors/fundamentals signals…
rupakghose.substack.com/p/the-new-hu...
The new Hudson River Trading (HRT)
Medium frequency trading and AI
rupakghose.substack.com
November 5, 2025 at 9:31 PM
Wrote up my notes on interview HRT head of AI did.
Their mid frequency trading is big but order book/flow data. It’s intraday/ not multi day - different to models at DE Shaw, Two Sigma where mid frequency is longer term factors/fundamentals signals…
rupakghose.substack.com/p/the-new-hu...
Their mid frequency trading is big but order book/flow data. It’s intraday/ not multi day - different to models at DE Shaw, Two Sigma where mid frequency is longer term factors/fundamentals signals…
rupakghose.substack.com/p/the-new-hu...
When C-suite executive for publicly listed large cap accidentally discloses financial projections to a TikTok influencer.
Snowflake forced to put out SEC filing and say “This officer is not a designated spokesperson authorized to disclose financial information on behalf of the Company.”
Snowflake forced to put out SEC filing and say “This officer is not a designated spokesperson authorized to disclose financial information on behalf of the Company.”
October 30, 2025 at 5:07 AM
When C-suite executive for publicly listed large cap accidentally discloses financial projections to a TikTok influencer.
Snowflake forced to put out SEC filing and say “This officer is not a designated spokesperson authorized to disclose financial information on behalf of the Company.”
Snowflake forced to put out SEC filing and say “This officer is not a designated spokesperson authorized to disclose financial information on behalf of the Company.”
UBS Stamford….
Not Amazon HQ
Not Amazon HQ
October 28, 2025 at 4:07 PM
UBS Stamford….
Not Amazon HQ
Not Amazon HQ
JPMs new tower reminded me of the long history of bankers building towers and fancy trading floor at the wrong time..
Remember the legendary UBS trading floor of Stamford.
Citadel is building even bigger towers than JPM soon…
open.substack.com/pub/rupakgho...
Remember the legendary UBS trading floor of Stamford.
Citadel is building even bigger towers than JPM soon…
open.substack.com/pub/rupakgho...
The trading floor - Cathedrals of Capitalism
Exchanges, brokers, investment banks and hedge funds
open.substack.com
October 28, 2025 at 2:43 PM
JPMs new tower reminded me of the long history of bankers building towers and fancy trading floor at the wrong time..
Remember the legendary UBS trading floor of Stamford.
Citadel is building even bigger towers than JPM soon…
open.substack.com/pub/rupakgho...
Remember the legendary UBS trading floor of Stamford.
Citadel is building even bigger towers than JPM soon…
open.substack.com/pub/rupakgho...
These self valued portfolios are fascinating. It’s like the guy who owned a bunch of holiday caravan home park and the papers said he was a billionaire pointing to his Ferrari and young glamour girlfriend but same dude was bankrupt within a year.
If renters Bill doesn’t hit this guy the budget will!
If renters Bill doesn’t hit this guy the budget will!
October 25, 2025 at 9:21 AM
These self valued portfolios are fascinating. It’s like the guy who owned a bunch of holiday caravan home park and the papers said he was a billionaire pointing to his Ferrari and young glamour girlfriend but same dude was bankrupt within a year.
If renters Bill doesn’t hit this guy the budget will!
If renters Bill doesn’t hit this guy the budget will!
What do call a fund that invests in a fund that invests in businesses that private equity funds can’t sell?
October 24, 2025 at 9:08 AM
What do call a fund that invests in a fund that invests in businesses that private equity funds can’t sell?
Research analysts have "great quarter guys".
CEOs have "let me unpack that question."
Silicon Valley has "each person will be more load-bearing"...or is that a construction site for the Qatar World Cup….
CEOs have "let me unpack that question."
Silicon Valley has "each person will be more load-bearing"...or is that a construction site for the Qatar World Cup….
October 23, 2025 at 4:37 PM
Research analysts have "great quarter guys".
CEOs have "let me unpack that question."
Silicon Valley has "each person will be more load-bearing"...or is that a construction site for the Qatar World Cup….
CEOs have "let me unpack that question."
Silicon Valley has "each person will be more load-bearing"...or is that a construction site for the Qatar World Cup….
Reposted
it's been very effective with people not in the industry; when I've pointed out to those saying how great he is that from my point of view as a City person for decades, he's committed a cardinal sin by massively over-inflating his credentials, they simply don't care. so yes, it's worked:
October 22, 2025 at 2:07 PM
it's been very effective with people not in the industry; when I've pointed out to those saying how great he is that from my point of view as a City person for decades, he's committed a cardinal sin by massively over-inflating his credentials, they simply don't care. so yes, it's worked:
What's on your mind in hedge funds, trading firms, and financial market structure? Some of my best ideas have come from requests, so hit me in the comments with ideas, ideas, ideas...
This is what I have written about recently
This is what I have written about recently
October 22, 2025 at 2:06 PM
What's on your mind in hedge funds, trading firms, and financial market structure? Some of my best ideas have come from requests, so hit me in the comments with ideas, ideas, ideas...
This is what I have written about recently
This is what I have written about recently
Worth a read - how one of the hottest YouTube channels and book deals in the UK in recent years was based on the credibility of a fake story.
So obviously not the best trader in the world at Citi and his colleagues seem to think his stories are also made up 😂
www.linkedin.com/pulse/gary-s...
So obviously not the best trader in the world at Citi and his colleagues seem to think his stories are also made up 😂
www.linkedin.com/pulse/gary-s...
Gary Stevenson's Trading Game - Fact or Fiction?
I finally got around to reading Gary Stevenson’s book Trading Game - it was on offer in Waterstone's. I had held off for so long, because I suspected that it would be, on the basis of what I’d read in...
www.linkedin.com
October 22, 2025 at 1:31 PM
Worth a read - how one of the hottest YouTube channels and book deals in the UK in recent years was based on the credibility of a fake story.
So obviously not the best trader in the world at Citi and his colleagues seem to think his stories are also made up 😂
www.linkedin.com/pulse/gary-s...
So obviously not the best trader in the world at Citi and his colleagues seem to think his stories are also made up 😂
www.linkedin.com/pulse/gary-s...
Happy Diwali!🪔
Sell your Gold and Silver?!
Sell your Gold and Silver?!
October 21, 2025 at 4:41 PM
Happy Diwali!🪔
Sell your Gold and Silver?!
Sell your Gold and Silver?!
Why is it always Deutsche Bank, Soc Gen and Barclays. I miss the days when Credit Suisse would lead the risk off share price declines. Waiting for the US open
October 17, 2025 at 10:50 AM
Why is it always Deutsche Bank, Soc Gen and Barclays. I miss the days when Credit Suisse would lead the risk off share price declines. Waiting for the US open
No, thanks
What do central bankers and Indian aunties have in common?
BRICs are not going to replace gold with Dogecoin
What do central bankers and Indian aunties have in common?
BRICs are not going to replace gold with Dogecoin
October 12, 2025 at 8:55 PM
No, thanks
What do central bankers and Indian aunties have in common?
BRICs are not going to replace gold with Dogecoin
What do central bankers and Indian aunties have in common?
BRICs are not going to replace gold with Dogecoin
Are we yet at the point that Jason Calacanis starts writing in large caps “YOU SHOULD BE ABSOLUTELY TERRIFIED RIGHT NOW”…Silicon Valley needs a tariff exemption
October 12, 2025 at 12:21 AM
Are we yet at the point that Jason Calacanis starts writing in large caps “YOU SHOULD BE ABSOLUTELY TERRIFIED RIGHT NOW”…Silicon Valley needs a tariff exemption
Over on X, Silicon Valley Ai types are discovering that British private citizens spend a lot on railroads in 1840s
“why has no one talked about this before” 🙈
I mean sure…it’s called books
“why has no one talked about this before” 🙈
I mean sure…it’s called books
October 8, 2025 at 10:38 PM
Over on X, Silicon Valley Ai types are discovering that British private citizens spend a lot on railroads in 1840s
“why has no one talked about this before” 🙈
I mean sure…it’s called books
“why has no one talked about this before” 🙈
I mean sure…it’s called books