CME
4 tracked calls · 1 long · 3 short · last 90d: 1L/3S
first called by zerohedge 1mo ago
LONG4w ago
“I think if I would look at ICE and CME, those are two of the amazing businesses and they're they rarely trade below 20 times earnings. I think ICE is like 15 times and CME is 18 times. I would 100% fo”Monetary Matters · The Monetary Matters Network
Grab shares of CME Group while this highly consistent cash generator trades at a rare discount of just 18 times earnings.
CMELONG@ $233.51
$271.34+16.20%
since call Jul 2
peak +16.2%
SHORT1mo ago
“A twenty-year exchange monopoly meeting its first real competition”Citrini
CME's 20-year near-monopoly on US interest rate futures is facing its first credible competition from Coinbase and Kalshi perps, threatening pricing power and multiples
CMESHORT@ $219.62
$271.34-23.54%
since call Jun 26
SHORT1mo ago
“Because I think the market looked at it and said there is a legitimate threat that these guys are old, they're boomer, they're legacy.”RASMR · SoskaKyle
Legacy exchange operators slow to adopt perps face structural threat from Hyperliquid
CMESHORT@ $221.93
$271.34-22.26%
since call Jun 26
SHORT1mo ago
“*CME SUES CFTC OVER KALSHI'S PUSH INTO PERPETUAL FUTURES TRADING”zerohedge
CME's lawsuit against the CFTC over crypto perps signals defensive desperation as its exchange monopoly faces structural disruption
CMESHORT@ $251.15
$271.34-8.04%
since call Jun 18
peak +7.1%