Subject: S7-32-10: Webform Comments from Victor Fercea
From: Victor Fercea
Affiliation:

Aug. 20, 2023

First, I would like to express my gratitude for the
opportunity to comment on your proposed rule-changes. Second, I would
like to congratulate the Commission on stepping up and regulating
security-based swaps, as it is its responsibility owing to Title VII
of the Dodd-Frank Wall Street Reform and Consumer Protection Act. I
believe that requiring SBS entities to register with the Commission
will provide greater transparency for their activities, will even the
field for market participants and will reduce systemic risk within the
financial system. As noted within the Proposal, this is the first time
that the Commission has proposed rules using its authority under
Section 10B. Certainly too late, but a step in the right direction has
its merits, and I appreciate it.

The essence of my comment is the following: in order for the market to
be fair, any trade or investment that affects the market must be
public information. It must be reported, analyzed, and investigated,
if need be. Any participant that infringes upon the fairness of the
market must be sanctioned. Nobody should be above the market, there
should be no privileged positions or participants.

As noted within the Proposal, building up a large security-based swap
position could be indicative of potentially fraudulent and
manipulative purposes. If, on the other hand, such positions have no
fraudulent or manipulative purpose, then disclosure of information
would do the market participants no harm. Transparency reduces risk
with no negative effect for complying market participants.

The proposed rule changes are backed by market events and various
opportunistic strategies in the credit derivatives market, leading to
the conclusion that such events `may adversely affect the integrity,
confidence and reputation of the credit derivatives market, as well as
markets more generally` (2019 Joint Statement of the SEC Chairman,
CFTC and U.K. Financial Conduct Authority). I’ve personally reached
the same conclusion after investing in the U.S. market, for the last
two and a half years. While I may not have been investing for a long
time, I have already encountered such events as those mentioned
beforehand, which affect my confidence in the market and my
willingness to invest in it. The value of the companies I invest in is
manipulated through derivatives that are not even disclosed, let alone
analyzed or investigated. 

The lack of coherent regulation and enforcement has led to an entire
system allowing the extraction of money by those privileged from those
without the same privileges. Regulation must be adopted an enforced in
order for all market participants to have a level playing field. There
is no reason for exemptions favoring some market participants and it
is not coincidence that those participants are powerful enough that
their failure would constitute a systemic risk. Naturally, they oppose
any changes that shift the market to a more balanced state, they will
use the resources at their disposal to maintain the status quo, but in
doing so, they condemn the U.S. market, as no investor would ever
willingly invest their money in such a market. Given the global
changes and competition, as well as the shift to decentralization, the
course of action proposed by the Commission must be taken in order to
maintain the U.S. market in its current position: 

As an individual investor, I do my due diligence and choose carefully
to invest in companies that I believe have bright futures and improve
humanity. In doing so, I believe it is fair to have access to all
relevant information, including information on derivatives of the
underlying security which end up affecting the price per share and the
value of my investment. Reporting of short positions, lending
operations and other derivatives is necessary and contributes to the
tenet of a free and fair market. Exempting some market participants
from disclosure of any positions they undertake is unfair and leads to
a corrupted environment where no one should invest their hard-earned
money.

Reading through other comments on the proposed rule changes, namely
those advanced by market participants that would like to preserve the
status-quo, I cannot help but ask myself why they would fight against
the prohibition of fraud, manipulation or deception. They seem to
believe that fraud, manipulation and deception are necessary in order
to provide the market with liquidity, for market efficiency and price
discovery, serving as an important tool for managing portfolio risk.
They are straight up implying that fraud, manipulation and deception
are tools needed to manage investment portfolios and that transparency
would adversely impact the market.

Such corrupted participants must be brought to light, they must
disclose their positions and, if such positions are outside of
regulatory constraints, they must deal with those positions
accordingly. No market participant should be allowed to break the
rules and asking them to disclose their positions would not be an
issue for them, except for the very case where they are, indeed,
already breaking the rules and are not willing to provide information
to the Commission that would confirm that. 

Such an attitude comes on the backdrop of numerous events and
incidents where those with the power to break the law have don it and
accepted any subsequent (and much later applied) fines as the cost of
doing business. Their view of what a fair and equitable market should
be is so warped that they are willing to fight regulation that would
only limit (not entirely eliminate) their capacity of corruption by
the simple means of making some of their trades public information.
Market participants should be accounting for their own risk, should
manage that risk accordingly and not ask the regulators to accept
fraud, manipulation and deception at the expense of other market
participants.

I express my endorsement for the proposed rule S7-32-10 and urge you
to enact and enforce it as soon as possible.