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Robinhood Gets Almost Half Its Revenue from Bargain with High-Speed Traders

140 pointsby theslurmmustfloover 6 years ago

17 comments

dangover 6 years ago
<a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=17956740" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=17956740</a><p><a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=17998846" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=17998846</a>
tptacekover 6 years ago
Isn&#x27;t this the entire idea behind Robinhood? Obviously, they make money elsewhere (from interests on deposits?) but hasn&#x27;t it been clear for years that they were getting paid by internalizers for order flow?<p>Whoever you use to place stock market orders is also getting paid the same way. People have a funny idea of what a retail brokerage does. They do not execute orders on exchanges for you; that&#x27;s a specialized capability that long ago became its own kind of company. Retail brokerages specialize in picking up the phone when you call with a complaint or request, and in advertising to acquire users.<p>You shouldn&#x27;t care. The reason your order flow is valuable isn&#x27;t that Citadel is trying to screw you. Rather, they can (occasionally) quote you better prices than they do the market as a whole, because they know you&#x27;re not a giant investment bank or hedge fund about to roll over them like a freight train with a giant block order that will demolish every level of the order book. Internalizers can essentially arbitrage the difference. They&#x27;re required by law to meet or improve the NBBO.
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vasilipupkinover 6 years ago
this article is extremely misleading, creating what essentially is a fake controversy. I highly recommend reading this SEC guide to understand how it really works.<p><a href="https:&#x2F;&#x2F;www.sec.gov&#x2F;reportspubs&#x2F;investor-publications&#x2F;investorpubstradexechtm.html" rel="nofollow">https:&#x2F;&#x2F;www.sec.gov&#x2F;reportspubs&#x2F;investor-publications&#x2F;invest...</a>
httpzover 6 years ago
So other brokers charge you and sell your trade data and Robinhood just sell your trade data? I&#x27;ll just stick with Robinhood then..
anonuover 6 years ago
This is called pfof. Pay for order flow. It&#x27;s very common practice to sell retail flow or exhaust flow to the likes of citadel and a dozen others.<p>The buyers make money by either taking the spread on an order, reducing risk in their own portfolio or using the order to create impact and internalizing the tail.
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gammateamover 6 years ago
As someone that paid $25,000 in options commissions in 2015 even after negotiating down to 50 cents&#x2F;contract and no ticket charge, free options trading in exchange for my trade data is a fair trade<p>Now if only they&#x27;d give the option of Portfolio Margining instead of just Reg-T margining, I&#x27;d let the HFT&#x27;s pair-program with me in person.
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m0j0eover 6 years ago
As usual, Matt Levine provides great comments on this: <a href="https:&#x2F;&#x2F;www.bloomberg.com&#x2F;amp&#x2F;view&#x2F;articles&#x2F;2018-10-16&#x2F;carl-icahn-wants-to-fight-dell-again" rel="nofollow">https:&#x2F;&#x2F;www.bloomberg.com&#x2F;amp&#x2F;view&#x2F;articles&#x2F;2018-10-16&#x2F;carl-...</a> (second section)
swampthingover 6 years ago
At the beginning of the article, the authors cite 3 anonymous sources:<p>&gt; ... according to three people with knowledge of the matter, who asked not to be identified because the details are private...<p>Then, the end of the article mentions 3 VCs:<p>&gt; Two venture capitalists, speaking on condition of anonymity because the discussions were private, expressed concern that Robinhood&#x27;s ties to high-frequency traders might undermine its image and stymie expansion plans. A third said it was the reason he didn&#x27;t invest.<p>I wonder if this article is the product of some VC sour grapes.
thejgrover 6 years ago
Check out Robinhood’s Co-Founder’s blog post here <a href="http:&#x2F;&#x2F;blog.robinhood.com&#x2F;news&#x2F;2018&#x2F;10&#x2F;12&#x2F;a-letter-from-robinhood-co-founder-amp-co-ceo-vlad-tenev" rel="nofollow">http:&#x2F;&#x2F;blog.robinhood.com&#x2F;news&#x2F;2018&#x2F;10&#x2F;12&#x2F;a-letter-from-robi...</a>
wgerardover 6 years ago
I was under the impression that retail order flow is mostly useless to HFT and they make money on large institutional moves - retail investors just don&#x27;t affect the market enough for it to matter.<p>Is that a wrong assumption? If not, seems like maybe RH is just taking advantage of the rebate for not much benefit to Citadel?
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pg_botover 6 years ago
Hmm, I&#x27;m assuming this is illegal (otherwise someone would likely be doing it) but why doesn&#x27;t a high frequency trading firm make a competing application and just keep that order flow for themselves? Why not vertically integrate?
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krnover 6 years ago
Freetrade[1] is a crowdfunded European alternative to Robinhood.<p>[1] <a href="https:&#x2F;&#x2F;freetrade.io&#x2F;" rel="nofollow">https:&#x2F;&#x2F;freetrade.io&#x2F;</a>
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ForHackernewsover 6 years ago
Dumb money for sale.
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jhabdasover 6 years ago
Robinhood locked me out of my own account because I was &quot;traveling too long&quot;; demanded I show them proof of US residence (my verified Chase Bank account and US passport aren&#x27;t good enough). I&#x27;m not surprised they&#x27;re hurting the little guy.
apiover 6 years ago
Once again: if the product is free it usually means you are the product.
nodesocketover 6 years ago
ProTip: use LIMIT&#x2F;STOP orders when buying and selling. Sending MARKET orders to Robinhood guarantees you going to get a &quot;worse&quot; price compared to the spot price.
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pazimzadehover 6 years ago
I&#x27;m not sure I completely understand this article, but I&#x27;d like to take this opportunity to rant about my recent experience using Robinhood. Two weeks ago I noticed that Tesla stock dropped significantly after the SEC&#x27;s investigation into Elon Musk&#x27;s &quot;funding secured&quot; tweet led to Elon being ousted as chairman of the board. I thought the stock would recover from this, so I placed a market price order for TSLA shares on Sunday night (September 30th). Indeed, on Monday the stock rose +17% but lo and behold, my order never went through. The reason given was that the stock price had supposedly changed by at least 5% by the time the market opened. I suspect this is because Robinhood prioritizes orders from high speed trading firms over its own customers. Is this common practice, and can anyone recommend a service that doesn&#x27;t do this? Thanks in advance.
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