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Thank you. Is it correct that if you have a margin account at IB and IB failed, which I of course agree is highly unlikely, you cannot eliminate the risk by owning stocks, bonds or ETFs as they are not held in the name of the individual account holder. You would not be able to point at those...

Just to be clear. So in case of bankruptcy, it does not matter whether your are in cash, stocks, ETFs or treasuries, you can only claim the deposit insurance?

Do you have a margin account or a cash account? It is my understanding that investing the cash in treasury bills will not help you if you have a margin account as the treasury bills will not be held in your name.

By street name you mean the name of the brokerage? I am not sure you are right if the account is a margin account. Can anyone chip in?

But if you have a margin account instead of a cash account, it is my understanding that the ETF or treasury is not held in your name, but I may be mistaken?

A brokerage can be exposed to a bank run if it relies on a bank or banks to hold customer cash and securities in custody. This is because a bank run can occur when depositors or investors lose confidence in a bank and rush to withdraw their funds all at once, causing a liquidity crisis for the...

The stock price of Schwab and IB declined quite a lot during the two days of the SIVB meltdown. Why will Schwab and IB not experience a bank run like SIVB? Why might they experience a bank run? Keep it factual and to the point please and let numbers speak louder than words. Thank you.

Are you sure the 25% is not just the postponed corporate tax so capital gains tax has to be paid on the remaining balance? Ah just read this so you are right: Dividends paid to private individuals will not be subject to personal income tax.

IB seems solid when you go through the balance sheet.

Your current broker?

Why don't you move to Sweden? If you trade through an investeringssparkonto ISK (for instance through Degiro) the tax is around 0.5% of capital for 2022. It will be higher in 2023 (maybe around 1%) because it depends on the interest rate, but still effectively much, much lower than what you...

I think we/I should look for a hopefully long term record of their neutral long value short growth strategy fund performance to be able to evaluate whether AQR has produced a valuable product. This is what they started out with at the end og the 90s so a long term record must exist.

FDIC says Silicon Valley Bank 'first FDIC-insured institution to fail this year' Silicon Valley Bank, Santa Clara, California, was closed today by the California Department of Financial Protection and Innovation, which appointed the Federal Deposit Insurance Corporation, or FDIC, as receiver...

I agree of course that the performance of for instance a neutral long short fund should not be compared to the market return. However, AQR still need to deliver a positive return sizeable enough to justify the risk. My question is: Have AQR on average achieved that? Are they worth what investors...

Earlier today: "JPMorgan analyst Steven Alexopoulos lowered the firm's price target on SVB Financial to $177 from $270 and keeps an Overweight rating on the shares. While the company's mid-quarter update pointed to an incremental $5B of deposit outflows anticipated during Q1, on the surface...

Agree a neutral long short fund or otherwise uncorrelated fund or low vol fund can deliver below market returns and still achieve its goal. But have AQR done that over a significant period of time? Very low return or no return is of course not good enough irrespective of whether the market...

Cliff Asness is a billionaire. So obviously he is very successful. AQR was founded 25 years ago. Today there are 1,000 employees. AQR successfully convinced institutional investors that value and momentum strategies would beat the market based on academic studies published in academic...

We need an increase in prie increments and first and foremost a level playing field where sub pennying is not allowed.

As I wrote: "I do not have much experience with options. ... If I am long an in-the-money stock put option at expiry..."

But it is my understanding that Revolut now operates as a normal bank with a normal bank licens. Deposits are covered by deposit insurance. I therefore assume that clients have got a unique bank account as opposed to pooled funds and thus a clear way to verify ownership of funds. Before you...