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Comment on Designing a Low Latency 10G Ethernet Core (2023)parent

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People used to make money buying in market A and selling in market B. Now HFT has mostly taken over that role, for instance

Who is "People"?

Well now, I cannot claim to know what everyone did at any point in time, but allow me to be very doubtful that anyone other than a dedicated arbitrager/market maker would do that.

Or at least, I cannot conceivably see how one would do that and turn a profit without being also a market maker.

The economics of arbitraging are just too tight.

You need to spot and act on a cross exchange spread that is wider that:

- The exchange fees, for which market makers have rebates. So even at equal technological footing, MM will have an advantage over "People".

- The cost of funding, for which you will need to post IM, and thus already be a professional investor with a good amount of capital.

- If that was "before HFTs", then it was before odd lots as well. Now I don't know what the average price of a US share is, but let's say a couple hundreds of dollars, times 100 lot size. These "People" better be filthy rich in cash.

- Arbitraging at a couple of price levels (which is already a lot), minus costs, would yield you a couple bips per trade. To make any kind of real money doing that, you better do it a trillion times per day, and thus lock a huge amount of money.

- The market risk over the arbitraging period

I don't think I have seen anyone turn a profit arbitraging naively in the last 15 years that were not some kind of market maker already, or some ad-hoc strategy on very ad-hoc EM markets.

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