John Lothian's Daily Futures & Securities Industry Newsletter

 

July 22,  2002

 

Lead Stories

 

The SEC News Digest

OPEN MEETING - WEDNESDAY, JULY 24, 2002 - 2:30 P.M.
The subject matter of the open meeting scheduled for Wednesday, July 24, 2002, will be:

The  Commission  will  consider whether to  adopt  rules  governing customer  margin for security futures.  The rules would be  adopted jointly  with the Commodity Futures Trading Commission pursuant  to Section  7(c)(2) of the Securities Exchange Act of  1934  (Exchange Act),  which, among other things, requires that the customer margin requirements  for security futures be consistent  with  the  margin requirements for comparable option contracts traded on any exchange           registered pursuant to Section 6(a) of the Exchange Act and provide for  initial and maintenance margin levels that are not lower  than the  lowest  level  of margin, exclusive of premium,  required  for comparable exchange-traded options.

http://www.sec.gov/news/digest/07-19.txt

 

NYSE: Fasten Your Seatbelts
The head of the New York Stock Exchange cautions that Wall Street may face a bumpy ride when the markets open Monday.

http://news.lycos.com/news/story.asp?section=LycosBusiness&storyId=54018

 

WorldCom Files Chapter 11 Bankruptcy
Scandal-ridden WorldCom Inc. filed for Chapter 11 bankruptcy last night to stave off creditors.

http://www.newsday.com/business/ny-bzwor222795959jul22.story?coll=ny%2Dtop%2Dheadlines

 

Stocks Stabilize After Initial Plunge
Wall Street stabilized at least temporarily in early trading Monday following Friday’s big plunge. The Dow Jones industrials and other market indicators were narrowly mixed.

http://www.newsday.com/business/ny-biz-stoxup0722.story?coll=ny%2Dtop%2Dheadlines

 

Why options reforms are gaining

http://www.suntimes.com/output/business/cst-fin-options22.html

 

SEC Expansion Awaits Funds, Markets Fret

http://story.news.yahoo.com/news?tmpl=story&u=/nm/20020720/bs_nm/economy_sec_dc_1

 

Day Trading Circus Over, Just Not Entirely

http://story.news.yahoo.com/news?tmpl=story&u=/nm/20020720/wr_nm/bizdaytraders_dc_2

 

18 reasons to trade Euronext.liffe's Schatz

http://www.liffe.com/products/ir-publications/schatz.pdf

 

The Power of Politics and the World of De-Regulation, Over-Regulation and No-Regulation, eyeforenergy

http://www.atmarkets.org/inc/linkcount.asp?id=-2059327751&url=http%3A%2F%2Fwww%2Eatmarkets%2Eorg%2Fcontent%2Fdcwatchheadlines%2Easp

 

Altegris Amicably Secedes from Man Financial                                               

LA JOLLA, Calif. (HedgeWorld.com)—After eight years of serving as a unit of the Man Financial Group*, Jon Sundt’s alternative investment team has spun-off ...

http://www.hedgeworld.com/news/read_news.cgi?section=strt&story=strt3170.html

 

USDA Recalls 18.6 Million Pounds of ConAgra Beef Due to E.Coli Scare (Dow Jones)
... and consumers are growing accustomed to recalls, resulting in little major movement at the CME....

http://story.news.yahoo.com/news?tmpl=story&u=/dowjones/20020719/bs_dowjones/usda_recalls_18_6_million_pounds_of_conagra

_beef_due_to_e_coli_scare

 

Short selling needs regulation  - FT.com site, Jul 21, 2002 - By David Varney
Short selling - selling future options in expectation of a fall in prices - by hedge funds and the aggressive institutional...

http://search.ft.com/search/article.html?id=020721001589&query=futures+trading+exchange&vsc_appId=totalSearch&state=Form

 

Exchange News

 

Trading Starts 15 Minutes Earlier on 29 July 2002

http://www.tiffe.or.jp/press/20020729kokogyo.html

 

TIFFE Executive

http://www.tiffe.or.jp/what/index1.html

 

New Zealand Stock Exchange gets smart on market surveillance
New Zealand Stock Exchange (NZSE) has installed Computershare's Smarts electronic surveillance system as its steps up efforts to track insider traders and market manipulators.

http://www.finextra.com/fullstory.asp?id=6238

 

CBOE introduces large order e-trading
The Chicago Board Options Exchange (CBOE) has launched a new Large Order Utility (LOU) system enabling the instantaneous execution of large-sized orders that previously were not eligible for electronic execution.

http://www.finextra.com/fullstory.asp?id=6235

 

Annual Changes To The Nasdaq Financial-100 Index

http://www.exchange-handbook.co.uk/news_story.cfm?id=39029

 

Deutsche Börse: 14 New Exchange-Traded Funds In XTF Segment

European ETF Market Now Has More Products On Offer Than U.S. - All 18 Dow Jones STOXX 600 Sector Indices Tradable As ETFs For First Time - XTF
Leading Segment For Exchange Traded Funds In Europe

http://www.exchange-handbook.co.uk/news_story.cfm?id=39027

 

London Stock Exchange: New Exchange Service To Benefit Private Client Brokers

http://www.exchange-handbook.co.uk/news_story.cfm?id=39026

 

Tokyo Stock Exchange: Deliverable Bonds And Conversion Factors Of JGB Futures (5-year, 10-year & 20-year) As Of July 22, 2002

http://www.exchange-handbook.co.uk/news_story.cfm?id=39025

 

New York Board of Trade Preps to Go Live With Wireless Handhelds

http://www.wallstreetandtech.com/story/electronicTrading/WST20020718S0009

 

Regulatory News

 

SEC's Pitt Downplays Fears of Restatements Wave (Reuters)
U.S. Securities and Exchange Commission Chairman Harvey Pitt, battling a crisis in market confidence, on Friday said he
expected most companies would meet an SEC deadline next month to certify their companies' most recent financial results.

http://story.news.yahoo.com/news?tmpl=story&u=/nm/20020719/ts_nm/financial_sec_pitt_dc_3

 

Defiant SEC chief has no regrets (FT.com)
... and Senator John McCain, the influential Republican, arguing that the SEC chief's past as a lawyer and lobbyist for the
accounting industry has compromised his current...

http://biz.yahoo.com/ft/020719/1027089294943_1.html

 

NASD Prepares Action Against Salomon's Grubman (Dow Jones)

http://story.news.yahoo.com/news?tmpl=story&u=/dowjones/20020722/bs_dowjones/nasd_prepares_action_against_salomon_s_

grubman

 

Reports

 

Bond Talk Today's Events

http://www.bondtalk.com/global.cfm?S=todaysevents

 

Miscellaneous News

 

Louis Dreyfus Energy Services to License Caminus Software Suite (PR Newswire)
Caminus Corporation, the leading provider of software and services to energy market participants worldwide, today announced that
Louis Dreyfus Energy Services, the US energy trading subsidiary of the Louis Dreyfus Group, has licensed Caminus' Nucleus
software suite to conduct straight through processing of physical and financial gas transactions

http://biz.yahoo.com/prnews/020722/nym035_1.html

 

Canadian Trading and Quotation System appoints General Counsel (Canada NewsWire)
The Canadian Trading and Quotation System Inc. today announced the appointment of Mr. Timothy Baikie to the position of
General Counsel and Corporate Secretary for CNQ. Mr. Baikie has been a consultant to CNQ over the past three months and has
played an instrumental role in shaping the rules and policies of CNQ as it seeks to be the first market for emerging companies to be
recognized by the Ontario Securities Commission.
http://biz.yahoo.com/cnw/020719/cnq_appnts_gencounsel_1.html

 

Officials Rethink WTC Plans
Plans for the devastated World Trade Center site may be changed to feature less commercial development

http://news.lycos.com/news/story.asp?section=LycosCulture&storyId=54015

 

New Yorkers Oppose New Trade Center Plans (Reuters)
... said Tessa Molina of Basking Ridge, New Jersey, whose late husband worked for brokerage firm Cantor Fitzgerald on the 105th
floor of the North Tower....

http://story.news.yahoo.com/news?tmpl=story&u=/nm/20020721/ts_nm/attack_newyork_wtc_dc_3

 

Private exchanges pick up where the e-marketplace leaves off, ComputerWorld

http://www.atmarkets.org/inc/linkcount.asp?id=-1766355002&url=http%3A%2F%2Fwww%2Ecomputerworld%2Ecom%2Eau%2FIDG2%2ENSF%2FAll%2F03E1F94F78828017CA2

56BFA000B61DC%21OpenDocument%26n%3DSections%26c%3DeBusiness

 

Bunge Increases Grain Position With Bid of $830 Million for Cereol (Dow Jones)
... making it a much bigger rival of Archer-Daniels-Midland (NYSE: ADM - News) Co . and Cargill Inc. in one of the most lucrative
parts of the grain-processing industry.

http://story.news.yahoo.com/news?tmpl=story&u=/dowjones/20020722/bs_dowjones/bunge_increases_grain_position_with_bid_o

f__830_million_for_cereol

 

Better than Stuffing Cash in Your Mattress (Morningstar.com)
Safe, short-term investments that still pay decent income.

http://biz.yahoo.com/ms/020722/78327_1.html

 

Controlled Risk (Forbes Magazine)
...Then buy the QQQ (the exchange-traded fund-...

http://biz.yahoo.com/fo/020719/controlled_risk_2.html

 

Poaching trial a test of gentlemanly conduct (FT.com)
..." trial between Icap and Cantor Fitzgerald, arch-rivals in the interdealer broking sphere....

http://biz.yahoo.com/ft/020719/1027089294854_1.html

 

Job cuts likely as bond issues beat a retreat (FT.com)
Bond teams at investment banks, once the bright spot of capital markets, are preparing for a round of cost-cutting as the issuance of
new bonds dries up.

http://biz.yahoo.com/ft/020722/1027089317667_1.html

 

Nigeria set to leave OPEC - report...

http://c.moreover.com/click/here.pl?j43084930

 

The Stock Game: Brokers vs. the S&P 500
Explanation : Each Sunday, local financial advisers pick a stock in a sector determined by the editors of the Business section. Their choices will be printed here in the investing pages. Investing in equity securities is inherently risky.

http://www.rgj.com/news/stories/html/2002/07/21/19737.php

 

The crash of 2002
NEW YORK (CNN/Money) - The Dow Jones industrial average sank to its lowest level in nearly four years Friday in a selloff that only further highlighted the drastic loss of confidence in the stock markets in the United States.

http://www.alltheweb.com/go/4/H/news/http/money.cnn.com/2002/07/19/markets/markets_newyork/index.htm

 

Citigroup Deals Helped Enron Disguise Its Debts as Trades (Dow Jones)
Citigroup Inc. (NYSE: C - News) arranged an unusual financing technique for Enron Corp. ( ENRNQ) that enabled the
energy trader to appear rich in cash rather than saddled with debt, Monday's Wall Street Journal reported, citing internal
documents of both companies.

http://story.news.yahoo.com/news?tmpl=story&u=/dowjones/20020722/bs_dowjones/citigroup_deals_helped_enron_disguise_its

_debts_as_trades

 

Reuters powers E*Trade Japan equity service
E*Trade Japan has selected Reuters to deliver a new real-time Japanese language equity service for individual investors.

http://www.finextra.com/fullstory.asp?id=6239

 

Sidney J. Weinberg on Corporate Governance

http://www.gs.com/news/articles/news_article_1027103763.html

 

John's Comments

 

The CME's Emini S&P contract set a new Open Interest record on Friday, with 327,751 contracts open.

 

************

 

"Trade the $5 Dow Day" is scheduled for Thursday, July 25. 

 

Here are some of the dynamics of the $5 Dow versus the emini S&P:

 

The non-member exchange fees to trade a $5 Dow are $2.14, versus non-member fees of $2.32 for the emini S&P. This is just one factor in quantifying your trading costs, but the $5 Dow exchange fees are less costly.

 

Based on current prices, the contract value of the $5 Dow at 8000 is $40,000. The contract value of the emini S&P at 839.00 is $41,950.  Pretty even.

 

The tick value of the $5 Dow is $5. The tick value of the emini S&P is $12.50.  Smaller tick value means it is easier to step in front and be the best bid or offer.

 

The $5 Dow trades on a/c/e, the emini trades on Globex. a/c/e traded 529,642 contracts on Friday and Globex traded 977,378 contracts.  Both systems handle significant volume on a daily basis. 

 

Quote deals:

 

Free Real Time Dow Quotes

http://www.cbot.com/investor/

 

Real-time streaming quotes, news and charts.

https://equotes.cme.com/wlcs/commerce/productmarketing.jsp

 

All I am asking equity indices traders to do is spend 15 minutes or one trade time frame trading the $5 Dow on Thursday and lets see if we can double the volume record for the contract and get the CBOT to give us a "Fee Holiday" for the $5 Dow for the following Thursday. 

 

***************

 

Emini S&Ps - 1 million?????

 

When will the emini S&Ps trade 1 million contracts in a single day?  If you send me your guess and your guess for the total volume of emini S&P trades that day you could win a free CME Globe T-Shirt, courtesy of The Price Futures Group.

 

Globe T-Shirt

http://www.cme.com/about_cme/gift_shop/giftitem.cfm?categoryID=000D2A37-57C0-1A6F-8DB0809DEFD80000

 

This is an $8 value!  One entry per newsletter recipient. Contest only open to those who receive the John Lothian Newsletter directly.  Click here to sign up so you can enter the contest.  All entries must be received by Friday, July 26 by noon.

 

Regards,

 

John J. Lothian

 

The Price Futures Group, Inc.

Electronic Trading Division

Chicago Board of Trade Building

141 West Jackson Boulevard, Suite 1340A

Chicago, IL 60604

Phone: 1-800-713-0215 or 312-648-2426

Fax: 312-902-6437

Web site: www.pricegroupetd.com

E-Mail: JLothian@pricegroup.com

 


Disclaimer: This letter is strictly the opinion of its writer, and not necessarily those of The Price Group and its management, and is intended solely for informative
purposes and is not to be construed, under any circumstances, by implication or otherwise, as an offer to sell or a solicitation to buy or trade in any commodities or
securities herein named. Information is obtained from sources believed to be reliable, but is in no way  guaranteed.  No guarantee of any kind is implied or possible
where projections of future conditions are attempted.

 

Futures and options trading involves risk.  Past results are no indication of future performance.