During the mid/late-90s, electronic trading networks eSpeed (acquired by NASDAQ) and BrokerTec (acquired by NEX, which was then acquired by CME) rolled out central order limit booking (CLOB) for the inter-dealer trading of US Treasuries. Today, more than 80% of dealer-to-dealer Treasury volumes are electronic, the overwhelming majority of which is executed via CLOB. The […]
Tag Archives: market infrastructure
scuttleslops
[scuttleslops] Semiconductors and AI Infrastructure: AAPL, CRWV, NBIS, HPE, DELL, Analog Chips
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, [...]
Continue reading →[ZTS] Zoetis
[ZTS] Zoetis could use a booster shot
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts [...]
Continue reading →scuttleslops
[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The [...]
Continue reading →[APO] Apollo
Apollo and what even is private credit?
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. [...]
Continue reading →scuttleslops
[scuttleslops] AAPL, NVDA, TYL, FISV, APO, ROL
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC [...]
Continue reading →