This is cool but in my view $CME has now cemented itself as worst in class the last few yearshttps://twitter.com/HideNotSlide/status/1296587579815534597 …
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Thoughts on
$ICE after its Elli Mae acquisition?
ICE hit all time highs after the deal as the “analog to digital” narrative keeps chugging along. Im long the name but consider the stock in “show me” mode; they took on record debt to buy EM and need to show they can get enough value from mortgage digitization.
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Like CBOE major investments in data and analytics but fundamentally NDAQ screens best among basic exchanges, obv. MKTX the GOAT
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