Price & Market BehaviorCore researchlive in productionNew

Borrow FTD Squeeze

Updated annualData needs: highlong only
JFE
2024
J. of Financial Economics
Beschwitz, Honkanen & Schmidt (2024) *Journal of Financial Economics*:
Citation only, paper link pending.

In plain terms

When THREE things fire together — expensive borrow, SEC threshold list, heavy FINRA short-volume — the stock sharply mean-reverts UP over 5 days.

How it works

Beschwitz, Honkanen & Schmidt (2024) JFE "Costly Arbitrage and the Short-Squeeze Premium." Novel finding: when all three short-side stress signals fire simultaneously — top-decile borrow-rate Δ, Reg-SHO threshold inclusion, and elevated FINRA short-volume ratio — the next 5 trading days mean-revert sharply higher. The 3-table confluence is what makes this distinguishable from generic short-interest crowding. Reported: 18% annualised, Sharpe 1.6 post-cost, 5-day hold, LONG-only.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Stock borrow rates

    Daily borrow-fee curve from prime-broker feeds.

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • SEC reg sho threshold

    A data feed this strategy reads, refreshed on its normal schedule.

  • Finra short volume

    A data feed this strategy reads, refreshed on its normal schedule.

Expected edge

Reported return
18% ann. (Beschwitz-Honkanen-Schmidt 2024 JFE)
Reported Sharpe
1.6 post-cost, 5d hold
Tested over
2010-2022

Reported: 18% annualised, Sharpe 1.6 post-cost, 5-day hold.

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For informational and educational purposes only. Not financial advice. Learn more