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Do the people that sold naked calls that expire in the money have to settle up at the closing price on the day of expiry? |
Basically a short squeeze, but even more so.
- Person Z buys 10% of the float.
- They offer to loan it to short positions (with some sort of obligation to return it by a fixed date).
- The shot positions sell it back into the market.
- Person Z buys another 10% of the float.
- Go back to step 2
- Repeat until Z... |
What would happen to short positions if one entity own All the share and isn't selling? |
What would happen to short positions if one entity owns All the share and isn't selling? |
Thinking about the current situation where GME has been shorted by more than the existing float, I think I have a basic understanding of short selling as selling shares you've borrowed. I've seen a number of reasons proposed for why the holders of these short shares may be forced to cover their shorts, but I've also s... |
What is the actual reason the short sellers of GME can't just hold thier positions until the price goes back to normal? |
Thinking about the current situation where GME has been shorted by more than the existing float, I think I have a basic understanding of short selling as selling shares you've borrowed. I've seen a number of reasons proposed for why the holders of these short shares may be forced to cover their shorts, but I've also s... |
What is the actual reason the short sellers of GME can't just hold their positions until the price goes back to normal? |
Thinking about the current situation where GME has been shorted by more than the existing float, I think I have a basic understanding of short selling as selling shares you've borrowed. I've seen a number of reasons proposed for why the holders of these short shares may be forced to cover their shorts, but I've also s... |
Today, I am informed that my green card application is approved and I will receive my physical green card in the next week or so. I work as a graduate research assistant in a University at South Carolina. Before receiving my green card, I was on F-1 student visa. Will my taxes be increased after receiving green card? |
Will my taxes be increased after receiving green card? |
Edit:
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[The question this was closed as a "duplicate" of][1] while related and interesting, does not ask or answer the question I'm asking.
What it asks is what happens with regards to things like votes and dividends while there are outstanding long positions. One of the answers also covers what happens when a ... |
Can someone clear your bank account if they have your name, expiry date, and 16 digit card number but don't have the CVC? |
[This question][1] does a nice job of answering what it takes for short position to exist in the first place, how that can result in "owning" >100% of a company and what happens when shorts try to cover their potion with limited liquidity (i.e. how a short squeeze develops).
What I'm wondering is the different quest... |
What happens if a short position can't be covered? |
In general I understand the mechanism of the Gamestop event (short squeeze), but I am a bit confused as to why it happened only when Reddit investors got involved.
I would presume that anybody with enough money (and there are plenty of rich people on Wall Street) could have done the same.
Or there was something u... |
Could some of the other funds have done what Reddit did with Gamestop? |
[This question][1] does a nice job of answering what it takes for short position to exist in the first place, how that can result in "owning" >100% of a company and what happens when shorters try to cover their short position with limited liquidity (i.e. how a short squeeze develops).
What I'm wondering is the diffe... |
If someone at a hedge fund reveals the details of one of their positions to another person that doesn't work at the firm can the other person trade on, or disseminate, the information? |
If someone at a hedge fund reveals their firms position to someone else is it illegal to trade on or disseminate the information? |
> Will my taxes be increased after receiving green card?
No. However, there'll be a few changes in your tax forms, e.g. nonresident aliens are exempt from FBAR while [resident aliens](https://international.umw.edu/international-services/resources-for-living-in-the-u-s/immigration-and-tax-law-definitions/resident-of-... |
> Will my taxes be increased after receiving green card?
No. However, there'll be a few changes in your tax forms, e.g. nonresident aliens are exempt from FBAR while [resident aliens](https://international.umw.edu/international-services/resources-for-living-in-the-u-s/immigration-and-tax-law-definitions/resident-of-... |
per [nacha][1] , USA banks are suppose to be processing [ACH][2] fast, but I have not seen any improvement in ACH with either brokerage or bank accounts since year 2003.
What is the reason for no visible change in ACH fund transfer speed ?
or if any member has seen change in speed how quick ACH fund transfer?
... |
Story: *[Gamestop: 'Failing' firm soars in value as amateurs buy stock][1]*
My question is about the impact of such a "stick it to the man" approach that amateur investors on Reddit used. I understand that they took advantage of detecting firms shorting GameStop stock and drove the price way up in order to cause si... |
In Reddit vs. Wall Street, what are the ramifications of those who had money with the bankrupt firms? |
> Will my taxes be increased after receiving green card?
No. However, there'll be a few changes in your tax forms, e.g. nonresident aliens are exempt from FBAR while [resident aliens](https://international.umw.edu/international-services/resources-for-living-in-the-u-s/immigration-and-tax-law-definitions/resident-of-... |
> Will my taxes be increased after receiving green card?
Generically, no. However, there'll be a few changes in your tax forms, e.g. nonresident aliens are exempt from FBAR while [resident aliens](https://international.umw.edu/international-services/resources-for-living-in-the-u-s/immigration-and-tax-law-definitions... |
I've been shopping on-line for years and years so never had this problem. Recently while shopping on-line a store sent me an E-mail to say in short, "The transaction failed to verify, please send us a copy of your ID and a photo of the credit card you used for the payment." They suggest driver's license or passport. Wh... |
Can an on-line retailer request ID and a photo of the credit card? |
I've been shopping on-line for years and years so never had this problem: recently while shopping on-line, a store sent me an E-mail to say in short, "The transaction failed to verify, please send us a copy of your ID and a photo of the credit card you used for the payment." They suggest driver's license or passport. ... |
> What risk can come to me to provide the ID and photo of a credit card?
Identity theft.
> And is that a normal practice a business has to stop and verify the information?
When using PayPal?? **NO.** |
I understand what has brought so much attention to GameStop's stock is someone noticed that it has strong finances but was being heavily shorted, i.e., other people took heavy bets that the stock price would go down. I know how to look up financial statements from the [10-Q][1] and [10-K][2] filings, but I can't find ... |
How can I look up a public company's short-stock position? |
When it comes to ETFs, is their Market Cap the exact (or as exact as possible) sum of its holdings or does it somehow have its own intrinsic value that can be different than the sum of its holdings?
In other words, if a Market Cap of an ETF is $10B and its top holding is exactly 10% of its portfolio, does the fund a... |
Is ETF Market Cap Sum of Its Holdings? |
I used to be an amateur options trader and lost several thousand dollars over the past 2 years. Now I understand how the casino works and starting to make money and will make hands over fist money.
I understand how the wash rule works but here is my question.
Let's say I lost 150,000 dollars over the past 2 years.... |
When it comes to ETFs, is their Market Cap the exact (or as exact as possible) sum of its holdings or does it somehow have its own intrinsic value that can be different than the sum of its holdings?
In other words, if a Market Cap of an ETF is $10B and its top holding is exactly 10% of its portfolio, does the fund a... |
> Is ETF Market Cap Sum of Its Holdings?
There can be some mismatch, which opens the doors to [ETF Arbitrage](https://www.investopedia.com/articles/investing/032615/how-etf-arbitrage-works.asp) ([mirror](https://web.archive.org/web/20201203052441/https://www.investopedia.com/articles/investing/032615/how-etf-arbitra... |
> Is ETF Market Cap Sum of Its Holdings?
There can be some mismatch, which opens the doors to [ETF Arbitrage](https://www.investopedia.com/articles/investing/032615/how-etf-arbitrage-works.asp) ([mirror](https://web.archive.org/web/20201203052441/https://www.investopedia.com/articles/investing/032615/how-etf-arbitra... |
> Will my taxes be increased after receiving green card?
Generically, no. However, there'll be a few changes in your tax forms, e.g. nonresident aliens are exempt from FBAR while [resident aliens](https://international.umw.edu/international-services/resources-for-living-in-the-u-s/immigration-and-tax-law-definitions... |
If someone at a hedge fund reveals the details of one of their positions to another person that doesn't work at the firm can the other person trade on, or disseminate, the information?
1. It's not like knowing Apple has to delay the release of the new iPhone by a month because Tim Cook told them
2. Hedge funds aren... |
In California, let's say I sell a property for $100,000, paying a $6000 commission.
Is my 1031 exchange amount $100,000 or $94,000? |
Can I remove commissions from my 1031? |
I have a relationship with an individual in the US who owns a company that hopes to go public one day. I believe in his venture and would like to take part as an investor. However, I am not a US citizen and as such I am obviously not an accredited investor in the US.
Would there be any way for me to purchase shares ... |
Can I purchase shares of a privately held company as a non-accredited, non-US citizen? |
When a public company offers new shares, does it have to notify SEC by filing a report?
For example, if the company just gives its employees some shares, does it have to report it to SEC?
|
I have a single family home that used to be my personal residence for several years and then I converted to a rental property for the last 10 years. My last tenant’s lease expired at the end of 2019 at which point I renovated the kitchen and did a few other fixes to get it ready for sale and sold it in early 2020.
... |
Rental Property or Second Home? Tenants lease expired at end of year then I sold beginning of following year |
I currently make $75K and my employer offers a 3% match on my 401K. I have now been offered an exceptional job making $120K but there is no retirement plan offered. In CA by 2022 all employers will have to offer some sort of retirement plan or they will have to offer the Calsavers retirement option if they do not wan... |
These are the questions I'd ask myself:
1. Does my current contribution drop me into a lower tax bracket?
2. Would any hypothetical contributions at the higher salary drop me into a lower bracket?
If the answers to either of those (especially #2) is *No*, then -- since 3% of $120K is "only" $3600, and you're get... |
> Where in GME's 2019 public filings are there short-stock positions reported?
Nowhere. They are NOT PART OF GME's PUBLIC FILINGS. Why? The are not part of the finances or anything related to the GME internals. It is OTHERS that are borrowing the stock and selling it (a.k.a. short), the company has zero information ... |
Does the (non-resident alien) owner of an LLC (electing as a partnership) pay income taxes on (non-US) profits? |
Recently the GME stock moved in an extreme way, though there is more to it, these steps appear to have happened:
1. A hedge fund had a large short position
2. Many retail investors bought the stock, forcing the price up
3. The hedge fund closed its short position, the expected loss is over 5 billion USD
This is... |
Where did the money go in the recent GME short squeeze? |
Can you give some examples? Are hedge funds also market makers?
|
Who are the market makers in options trading? |
I currently make $75K and my employer offers a 3% match on my 401K. I have now been offered an exceptional job making $120K but there is no retirement plan offered. In CA by 2022 all employers will have to offer some sort of retirement plan or they will have to offer the Calsavers retirement option if they do not wan... |
Somebody told me I can move my rollover IRA account from one financial company to another. I am wondering can I do this with existing investments? I have bought some stocks and mutual funds in my rollover IRA account. I don't want to sell all of them to switch if possible. |
can I move a rollover IRA account with bought stocks, mutual funds from one company to another? |
Yes, you can. But.
The stocks? No problem.
Brokers might offer only certain classes of another company's mutual fund. Ask your current broker about the specific funds you'd like to move. Be sure the paperwork says you are moving assets "in kind". Meaning the asset moves as a stock/fund and not cashed out. |
Someone on the Quantitative Finance BB provided a very good answer for this:
[Without Bloomberg, how can retail investors know how many shares have been shorted daily?](https://quant.stackexchange.com/questions/60794/without-bloomberg-how-can-retail-investors-know-how-many-shares-have-been-short). |
> Where in GME's 2019 public filings are there short-stock positions reported?
Nowhere. They are NOT PART OF GME's PUBLIC FILINGS. Why? The are not part of the finances or anything related to the GME internals. It is OTHERS that are borrowing the stock and selling it (a.k.a. short), the company has zero information ... |
Consider a life insurance contract designed for independent workers who have little salary and are afraid to lose their retirement opportunity: for example, they will always be obliged to work even after age 64 in order to get money. So the proposed insurance product will help them to not lose this retirement opportuni... |
I'm leaving a job where I have a Fidelity 401k. I plan to rollover my Fidelity 401k into an IRA after I leave the job.
I like Fidelity. But most of my portfolio is invested in Vanguard ETFs, and I plan to continue investing in them.
Should I rollover my Fidelity 401k to a Vanguard IRA? Or should I stick with a Fi... |
Should I rollover my Fidelity 401k to a Vanguard IRA? |
Recently the GME stock moved in an extreme way, though there is more to it, these steps appear to have happened:
1. A hedge fund had a large short position
2. Many retail investors bought the stock, forcing the price up
3. The hedge fund closed its short position, the expected loss is over 5 billion USD
This is... |
Yet another GME question I'm afraid. Straightforward...
The GME-related hedge fund(s?) in question lost about $5 billion.
Thus, they have to send a cheque for $5 billion<sup>†</sup> to their broker(s), and/or other wise have to "give someone" five billion bucks.
My main question:
* Has this all been paid **... |
Can (did already) the GME-related hedge funds cover the $5 billion? |
Some preliminary thoughts:
A single member LLC is considered a disregarded entity for US federal income tax purposes. So for such purposes, you are treated as the owner of the underlying business.
The territorial source of business income is relevant, of course, but the first question you need to ask is whether t... |
Trying to answer ***one part only*** of your tricky question:
First, consider a "totally normal LLC, owned by some American citizen living in Denver". So Frank Mountaintop, of Denver, owns the LLC.
We will refer to that as a POLLC. (Plain Old LLC.)
> Let's also assume the profits OF Frank's POLLC are not inc... |
Yet another GME question I'm afraid. Straightforward...
The GME-related hedge fund(s?) in question lost about $5 billion.
Thus, they have to send a cheque for $5 billion<sup>†</sup> to their broker(s), and/or other wise have to "give someone" five billion bucks.
My main question:
1. Has this all been paid *... |
> So the proposed insurance product will help them to not lose this retirement opportunity.
I think you are talking about a whole life insurance. This product combines insurance against the risk of death with a retirement savings vehicle.
> What are the risks that the insurer face when buying the product?
I th... |
Consider a life insurance contract designed for independent workers who have little salary and are afraid to lose their retirement opportunity: for example, they will always be obliged to work even after age 64 in order to get money. So the proposed insurance product will help them to not lose this retirement opportuni... |
**62.5%** *increase* in salary vs **3%** *decrease* in 401k...
Brother, sounds like you need to start doing for yourself on that one. Congratulations.
(To clarify: if you were to hypothetically "match" your OWN contributions up to 3%, are you still net positive with the greater salary * ? Then your... |
my mom has a german retirement portfolio called "Riester-Rente". Portfolio is mix of bonds and an international fund (DE0008491051).
**Long explanation:**
> As part of legal compliance, they need to make sure your portfolio
> value is never below what you paid in. Therefore if the market drops
> like 40%, the... |
Family bought a house with cash under my name, what shall be reported in Tax return? |
My mom has a german retirement portfolio called "Riester-Rente". Portfolio is mix of bonds and an international fund (DE0008491051).
**Long explanation:**
> As part of legal compliance, they need to make sure your portfolio
> value is never below what you paid in. Therefore if the market drops
> like 40%, the... |
I used to be an amateur options trader and lost several thousand dollars over the past 2 years.
I understand how the wash rule works but here is my question.
Let's say I lost 150,000 dollars over the past 2 years.
I know you can deduct 3000 a year for losses in the market. My question is this
If I gain 150... |
My mom has a german retirement portfolio called "Riester-Rente". Portfolio is mix of bonds and an international fund (DE0008491051).
**Long explanation:**
> As part of legal compliance, they need to make sure your portfolio
> value is never below what you paid in. Therefore if the market drops
> like 40% in c... |
My mom has a german retirement portfolio called "Riester-Rente". Portfolio is mix of bonds and an international fund (DE0008491051).
**Long explanation:**
> As part of legal compliance, they need to make sure your portfolio
> value is never below what you paid in. Therefore if the market drops
> like 40% in c... |
I'm leaving a job where I have a Fidelity 401(k). I plan to rollover my Fidelity 401(k) into an IRA after I leave the job.
I like Fidelity. But most of my portfolio is invested in Vanguard ETFs, and I plan to continue investing in them.
Should I rollover my Fidelity 401k to a Vanguard IRA? Or should I stick with ... |
Should I rollover my Fidelity 401(k) to a Vanguard IRA? |
The main platform I use for the investment made the following announcement followed by several dozens of tickers that it applies to:
> Due to low levels of liquidity, *** has made some changes to how a
> number of stocks can be traded on the platform. As communicated
> previously, we have disabled the ability to o... |
What are the short term effects for a retail investor if the broker suddenly decided to allow close only for some positions? |
I have W2 from my previous employer and present employer with an old address and I don't live there anymore.
Do I need to get them reissued with my primary address details?
Thank you |
I have W2s from my previous employer and present employer with an old address and I don't live there anymore.
Do I need to get them reissued with my primary address details?
|
I was living with my parents with no rent. They claimed as dependent on their tax forms in 2019 and before.
I never received stimulus checks in 2020, and IRS customer care told me it is due to I was claimed as a dependent.
But, I was filling my tax return on FreeTaxUSA portal, and there was the option of "Recove... |
1. I invested my entire net worth of 1 million dollars in stock XYZ on Jan 1st.
2. The price of XYZ doubled by Dec 30th. I sold all of my shares on that day.
4. My net worth is now 2 million, of which 1 million is short term capital gains.
5. On Dec 31st, I invested all of the 2 million on XYZ again because the pric... |
What would the IRS do if my portfolio went to near zero but I owe them tax? |
E.g., if I purchase stock A on 2020-10-30, loan it to my broker from 2021-02-01 to 2021-11-20 and sold it on 2021-12-01 making a capital gain of X USD, will that count as long-term or short-term capital gain?
This is just an example with random dates. I'm interested to know in the general case: if I loan securities... |
If I loan securities to my broker, can this turn long-term capital gains/losses into short-term capital gains/losses? |
Say a stock price is $10. I own a number of stock and one evening decide to sell because of bad news, so I place an order outside of trading hours, anticipating it will execute the next morning.
1. Create a sell limit order, limited at say $5.
2. Create a market sell order
A few questions:
* Are orders queued,... |
> Will my taxes be increased after receiving green card?
Typically, no. However, there'll be a few changes in your tax forms, e.g. nonresident aliens are exempt from FBAR while [resident aliens](https://international.umw.edu/international-services/resources-for-living-in-the-u-s/immigration-and-tax-law-definitions/r... |
I'm having trouble finding an answer to this and given all the turmoil in the markets recently, I'm having a hard time understanding what constitutes manipulation.
Question: Is it illegal to purchase a billboard and advertise a specific stock ticker?
Example: Someone from r/wallstreetbets claims to have purchased... |
Is it illegal to advertise stock tickers on billboards/social platforms/etc? |
> Are orders queued, such that a market order made later in the evening would get executed
> after my sell limit order?
Yes and no. Orders are Queued - but there are passive and active orders. Market orders are active and executed the moment they come in. Limit orders are passive and rely on SOMEONE ELSE HITTING T... |
A disgruntled former employee has our business EIN. How can I check to see if any accounts have been opened using our number? |
I have a state subsidized health plan through Covered CA (California, US). My income fluctuates quite a bit from year to year, but I always do my best to guess what it will average out to be, and if I'm a bit off I've never really paid attention to what it did to my taxes. But this year is different because I have unre... |
ACA health insurance: What will happen if my income ends up being way higher than I have on record? |
> If Hedge Fund doesn't have the money and goes bust, "what happens"?
> Who loses, a brokerage? Individual traders? Government bail out?
Then their broker is liable for the shortfall. 'You' don't ever buy and sell shares. Your broker does the buying and selling with other brokers, on your behalf. And they have to g... |
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