@ghose.bsky.social
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
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?
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
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
Big tech and AI startups all funding each other…Buy my product and I will invest in you…makes the shadow banking sector look simple
September 22, 2025 at 9:00 PM
Big tech and AI startups all funding each other…Buy my product and I will invest in you…makes the shadow banking sector look simple
Hudson River Trading now has one of the highest revenue per employee ratios in finance🧵
September 16, 2025 at 8:58 AM
Hudson River Trading now has one of the highest revenue per employee ratios in finance🧵
Why does everyone focus on nominal inflation over decades and not the annual returns?
Is a 1% inflation-adjusted annual return a gift to property owners by the UK government?
Is a 1% inflation-adjusted annual return a gift to property owners by the UK government?
September 2, 2025 at 3:31 PM
Why does everyone focus on nominal inflation over decades and not the annual returns?
Is a 1% inflation-adjusted annual return a gift to property owners by the UK government?
Is a 1% inflation-adjusted annual return a gift to property owners by the UK government?
MarketAxess revenue growth slowed from 17% to 10% and Tradeweb's was 23% in credit e-trading in recent years
August 27, 2025 at 11:18 AM
MarketAxess revenue growth slowed from 17% to 10% and Tradeweb's was 23% in credit e-trading in recent years
But MarketAxess annoyed the big dealer banks and when other platforms started to grow and innovate with new trading protocols, they started to lose out with 85% share falling to 40%.
August 27, 2025 at 11:18 AM
But MarketAxess annoyed the big dealer banks and when other platforms started to grow and innovate with new trading protocols, they started to lose out with 85% share falling to 40%.
Covid 19 work from home increased the pace of e-trading further as did ETFs and portfolio trading
August 27, 2025 at 11:18 AM
Covid 19 work from home increased the pace of e-trading further as did ETFs and portfolio trading
MarketAxess had led the emergence of electronic trading in US corporate bond markets. It was also 85% of all these electronic volumes - a dominant player with strong ties to Blackrock
August 27, 2025 at 11:18 AM
MarketAxess had led the emergence of electronic trading in US corporate bond markets. It was also 85% of all these electronic volumes - a dominant player with strong ties to Blackrock
But the inverse Cramer took over. MarketAxess stock fell 65% and Tradeweb boomed
August 27, 2025 at 11:18 AM
But the inverse Cramer took over. MarketAxess stock fell 65% and Tradeweb boomed
New piece out - When electronic trading platforms get disrupted. MarketAxess won the battle. Tradeweb won the war 🧵
August 27, 2025 at 11:18 AM
New piece out - When electronic trading platforms get disrupted. MarketAxess won the battle. Tradeweb won the war 🧵