Gordon Lewis

Gordon Lewis is the Chief Investment Strategist and editor for the popular daily newsletter – Options Trading Research. He’s also editor of our dynamic theme-based options trading service, Advanced Options Adviser, and one of the key analysts behind the highly successful Options Trading Wire.

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Gordon Lewis's Latest Posts

Update: August 14, 2017

| August 14, 2017

Important Announcement It’s with a heavy heart I write this email. After a few great years, the publishers have decided it’s time to retire the AOA. We made a huge impact on people’s lives, making trades, taking in profits… and sharing in the losses. Like life, there were ups and downs. I hope you found […]

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Update: August 7, 2017

| August 7, 2017

August 7, 2017   Portfolio Update Wow… The summer is HOT…. it’s supposed to be hot here in Phoenix (110 on Wednesday!).  But do you know what’s hotter than Phoenix in August? This market! In just the last two weeks, we’ve surged from 21,600 to over 22,000!  This latest surge has been well received by […]

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Trade Summary: July 31, 2017

| July 31, 2017

July 31, 2017   Trade Rationale This is going to be a quick trade today. I like the retailers.  Wal-Mart has been doing some great things to compete with Amazon… And Target has had its problems, but continues to battle. Options are cheap in both situations… Grab some call options and profit as these stock […]

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Update: July 24, 2017

| July 24, 2017

July 24, 2017   Portfolio Update It’s summertime… and market volumes are light. Because of the light volumes, we’ll see rapid moves in the market sometimes… so take profits quickly and cut losses quickly too.   Fast approaching is the September and October time of year (we’re about six weeks away).  If we get a […]

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Trade Summary: July 17, 2017

| July 17, 2017

July 17, 2017   Trade Rationale Alright, the summer is in full swing. Just last week I took a few days off and spent some time at the cabin to disconnect, and think. Right now, the summer is hot… but the economy is getting hotter.  The amount of construction, building, and growth we are seeing […]

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Update: July 10, 2017

| July 10, 2017

July 10, 2017   Portfolio Update We’re holding tight right now in the overall market.  After a steady climb in early June, we’ve flatlined. I think the market is trying to figure out its next move… but over the next 8 weeks, it’s going to be interesting, as summer vacations really impact trading volumes. I’m […]

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Trade Summary: July 3, 2017

| July 3, 2017

July 3, 2017   Trade Rationale I want to wish everyone a happy 4th of July! Today was a half day in the market… they take a lot of holidays on Wall Street, don’t they!  Market are closed now… and are closed tomorrow too, so look to make this trade early Wednesday morning. Right now, […]

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Update: June 19, 2017

| June 19, 2017

June 19, 2017   Portfolio Update Since the start of June, the market has been making new high after new high.   We’re climbing a wall of worry right now.  What I find interesting is the new highs are hitting during the summer slow season… and after the Fed hiking rates.  Normally a Fed rate […]

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Trade Summary: June 12, 2017

| June 12, 2017

June 12, 2017   Trade Rationale Summer is here! I don’t know if it’s the 110 degree heat in the desert, or the number of people heading to the lake… I’ve just got that summer feeling. And I’ve been looking at a bunch of summer stocks… like cruise lines. Believe it or not, both the […]

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Update: June 5, 2017

| June 5, 2017

June 5, 2017   Portfolio Update The market is breaking to new highs.  The move isn’t the strongest, so I’m not sure how long it will last.  That said, we need to keep a close eye on our open positions.  We’ve had a few big moves! Watch for a new trade next week. Let’s look […]

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Trade Summary: May 30, 2017

| May 30, 2017

May 30, 2017   Trade Rationale OK… it happened. Last week the Dow trekked above the 21,000 mark… and held its ground. It might be the early stages of a breakout… or it could be a big head fake.   I don’t want to wait and miss a move.  So, since this is a tiny […]

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Update: May 22, 2017

| May 22, 2017

May 22, 2017   Portfolio Update It’s been an ugly few weeks in the market. We’re in a choppy range with the sell in May crowd squashing any rallies we might get. I’m still waiting for the market to break one way or the other. News from the White House is pushing the markets (no […]

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Trade Summary: May 15, 2017

| May 15, 2017

May 15, 2017   Trade Rationale The markets are doing much of the same… We were up… we were down… and now for the month of May, we are up again. Start of a rally?  I’ve got no idea… I think we might be in a holding pattern for a few weeks here as the […]

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Update: May 8, 2017

| May 8, 2017

May 8, 2017   Portfolio Update As I write this, the market is hovering around the 20,900 mark.   Could we flirt with new highs soon?  Sure. Could the entire market crumble and fall? Why not? Anything is possible… and to be honest, I don’t think either scenario is likely.  I think we’re in a […]

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Trade Summary: May 1, 2017

| May 1, 2017

May 1, 2017   Trade Rationale We had a bump in the markets last week.  Then after a quick rally, we started sliding again. If you look at a chart over the last two months, the market has been down as much as 3.25%… and right now, we’re down just over 0.75%. It’s not a […]

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Update: April 25, 2017

| April 25, 2017

April 25, 2017   Portfolio Update Hi everyone, sorry for the delay, I was traveling yesterday and couldn’t get this update out in time. The market hit a low of 20,400 just a few days ago…. then rallied a bit.  Yesterday’s move was quite amazing! Is the fall over? Only time will tell.  We continue […]

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Trade Summary: April 17, 2017

| April 17, 2017

April 17, 2017   Trade Rationale We’re six weeks into the market slide… and I don’t see it stopping.  Soon, we’ll be running into the “Sell in May” trade that many market timers live by. We could see market softness well into the summer… As you know, the consumer products will take a hit first, […]

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Update: April 10, 2017

| April 10, 2017

April 10, 2017   Portfolio Update The downdraft in the market has continued… though downdraft might be a bit of a harsh word.  Over the last two weeks, the market has traded in a tight range between 20,500 and 20,750. What’s interesting is the drop in the market fell to the 50-day moving average… which […]

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Trade Summary: April 3, 2017

| April 3, 2017

April 3, 2017   Trade Rationale We mentioned in our last update the Trump rally had stalled. Well, it’s official… it’s over.  In March, the markets closed lower, bringing to an end an amazing four month rally that had the markets setting new highs. Is that the end of it? Probably not.  Look, the markets […]

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Update: March 27, 2017

| March 27, 2017

March 27, 2017   Portfolio Update At our last update, we had a small pullback in the Trump rally.  Unfortunately, that downtrend has continued… we’re now at Day 8 of consecutive losses in the market. It’s not a good sign. The recent Fed hike, and the subsequent fail by the President to put together any […]

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Trade Summary: March 20, 2017

| March 20, 2017

March 20, 2017   Trade Rationale The markets have taken a pause in their rapid rise to a new level.  A few weeks in and we’re holding well above the 20,000 mark on the Dow.  I see this stabilization and base forming as a big positive. We’re setting up for another move… This time, I […]

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Update: March 13, 2017

| March 13, 2017

March 13, 2017   Portfolio Update We had a tiny pullback in the Trump Rally last week, but it was small. I’m expecting the market to stabilize here… but we need to watch the Fed very closely.  The Fed meets this week, and any increase in rates could jeopardize the rally.   I’m not expecting a […]

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Trade Summary: March 6, 2017

| March 6, 2017

March 6, 2017   Trade Rationale Once again, the markets continue trending higher… I feel like a broken record! Don’t fight this trend.  The bank stocks have been very strong.  Let’s take a position here, and run with the trend. What stocks do we want?   Let’s look for the biggest and strongest stocks out […]

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Update: February 27, 2017

| February 27, 2017

February 27, 2017   Portfolio Update Wow… The Trump Rally continues!   Just look at this chart… As you can see, the market is continuing to surge.  If it’s still up by the end of next week, we’ll probably deploy a few put positions to protect our downside.  The S&P is clearly overextended, and the […]

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Trade Summary: February 21, 2017

| February 21, 2017

February 21, 2017   Trade Rationale The markets continue trending higher… and the Trump rally continues.  We’re holding well over 20,000 on the Dow Jones Industrial Average… and commodities are strong too. Now this is an interesting set up in the market. The US Dollar is showing strength, climbing almost 6% in the last few […]

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Update: February 13, 2017

| February 13, 2017

February 13, 2017   Portfolio Update The market stays strong and our retail stocks are starting to shine! Two recent trades are up and in the money… The Trump Rally continues!  Hold tight to our positions. Let’s look at the portfolio…   Portfolio Highlights Just a quick note:  We won’t update every open position every […]

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Trade Summary: February 6, 2017

| February 6, 2017

February 6, 2017   Trade Rationale In the last few weeks, we’ve seen a number of big events transpire… we welcomed a new president to the White House… crossed above 20,000 on the Dow… then fell below the 20,000 mark… and now we’re back above 20,000! Economic data continues to look strong… and the recent […]

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Update: January 30, 2017

| January 30, 2017

January 30, 2017   Portfolio Update It was a huge week in the markets… we crossed above the 20,000 mark on the DOW which created a huge storm of excitement in the news media. The funny thing is, most professional market participants don’t watch the DOW… they watch other market indices. The Trump rally is […]

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Trade Summary: January 23, 2017

| January 23, 2017

January 23, 2017   Trade Rationale This week, all eyes have been on Washington with the inauguration. We still haven’t crossed 20K on the Dow, but the news organizations are keeping a close watch on the markets! Economic data continues to look strong… corporate profits are strong (with more expected over the next few weeks… […]

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Update: January 17, 2017

| January 17, 2017

January 17, 2017   Portfolio Update I hope everyone enjoyed the long holiday.   With the markets closed Monday, it was a perfect time to take a breather from the mad rush of the new year. The market continues to hold strong, and seems to be gaining power as we get closer and closer to […]

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Trade Summary: January 9, 2017

| January 9, 2017

January 9, 2017   Trade Rationale We’re off to the races this new year. The news of the week… Dow 20,000 Watch. Every tick higher makes a new headline.  Every dip back makes haters call for the fall. Look, Dow 20K is a big deal.  It’s a big psychological point.  Once we break through it… […]

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Update: January 3, 2017

| January 3, 2017

January 3, 2017   Portfolio Update Happy New Year everyone… and welcome to 2017! Over the last few days, I’ve spent some time looking at the markets and trying to figure out where we’re going from here.  What are we seeing right now?   We have a strong willed market that is pushing to new […]

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Trade Summary: December 12, 2016

| December 12, 2016

December 12, 2016   Trade Rationale This week we’re looking at something new.  As I look to the new year, I see a few watershed events… the changing of the calendar, the inauguration of a new president… and the end of the fourth fiscal quarter for businesses. What I did was look at the top […]

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Update: December 5, 2016

| December 5, 2016

December 5, 2016   Portfolio Update We’ve only had 4 losing days in the last three weeks since the election.  The Trump rally is strong and is helping our portfolio of options trades. How long will this last? It’s anyone’s guess… but we’re heading into the end of year Santa Claus rally.  After that we […]

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Trade Summary: November 28, 2016

| November 28, 2016

November 28, 2016   Trade Rationale The housing market is taking off… and I expect the number of homebuyers to climb into the new year.  Everyone’s going to be setting new year’s resolutions… and many new families and millennials will be looking to buy their first home. It’s a natural time of the year and […]

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Update: November 21, 2016

| November 21, 2016 | 0 Comments

November 21, 2016   Portfolio Update The last two weeks have been very exciting for the markets. The surprise win by Donald Trump for President whipsawed the markets by hundreds of points, then set up a massive rally.  We had an almost 1,000 point rally in the Dow… which pushed a number of our options […]

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Trade Summary: November 14, 2016

| November 14, 2016

November 14, 2016   Trade Rationale Wow, what a ride it’s been in the markets over the last week.  The surprise election results sent us on a huge rollercoaster ride. In this case, I’m thinking about the big winners over the next few months, given Trump’s political leaning… There are a bunch of areas that […]

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Update: November 7, 2016

| November 7, 2016

November 7, 2016   Portfolio Update This is a huge week.  The election is tomorrow, and finally, after 2 years of double speak, we’ll elect a new president.  Here’s the thing, the markets are afraid of Trump.  He’s an unknown as a politician… and as the polls have tightened, the winner is no longer a […]

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Trade Summary: October 31, 2016

| October 31, 2016

October 31, 2016   Trade Rationale This week I’ve been looking at oil prices and I think this entire market has stabilized and is poised to move higher. After reaching below $30 earlier in the year, we’ve spent the last few months trading between $40 and $50. With increasing global economic activity and stable prices, […]

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Update: October 24, 2016

| October 24, 2016

October 24, 2016   Portfolio Update Individual stocks are moving on earnings, but the overall market has been pretty tepid the last couple weeks.  Barring anything unforeseen, the next potentially market-moving catalyst will be the FOMC meeting the first week of November.  Rates are expected to remain steady, however we could find out more info […]

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Trade Summary: October 18, 2016

| October 18, 2016

October 18, 2016    Trade Rationale The search for yield is an ongoing process, or at least it has been since interest rates hit rock bottom.  Most fixed income products, such as bonds, just aren’t paying a high enough yield to satisfy the needs of most investors.  CDs are even worse. The low yield of […]

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Update: October 10, 2016

| October 10, 2016

October 10, 2016   Portfolio Update First, a quick programming note:  I’ll be traveling next Monday, so next week’s new trades will come out on Tuesday. Stocks have been quiet so far in October.  Once the September FOMC meeting came and went, there hasn’t been a whole lot for investors to focus on.  Of course, […]

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Trade Summary: October 3, 2016

| October 3, 2016

October 3, 2016   Trade Rationale The US election is a month away, which of course is going to dominate the news for all of October and beyond.  Like most major events, there are also trading opportunities that can be found due to the election.  Rather than try to pick a winner, which carries risks, […]

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Update: September 26, 2016

| September 26, 2016

September 26, 2016   Portfolio Update The markets have been more interesting of late, but overall performance has been pretty stable.  For instance, after all the news items over the past couple weeks, the S&P 500 is still holding its year-to-date gains at around 6.5%.  We’re still looking at a full year return between 5%-10% […]

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Trade Summary: September 19, 2016

| September 19, 2016

September 19, 2016   Trade Rationale The biggest risk for stock investors these days is interest rate risk.  Higher interest rates could lead to a selloff in stocks, depending on the magnitude and frequency of the rate hikes.  Basically, anything but the most conservative increase in rates could lead to investors quickly heading for the […]

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Update: September 12, 2016

| September 12, 2016

September 12, 2016   Portfolio Update We finally had some action at the end of last week, with the major stock indexes dropping around 2% in a day. At the same time, volatility jumped over 30% – although it was very low to begin with.  Some may have thought this was the beginning of a […]

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Trade Summary: September 6, 2016

| September 6, 2016

September 6, 2016   Trade Rationale With September finally here, we can start to expect a little more action in the markets.  While there’s never any guarantees when it comes to stocks, September has always been the most volatile month from a historical perspective.  As such, picking the right trades becomes even more crucial. This […]

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Update: August 29, 2016

| August 29, 2016

August 29, 2016   Portfolio Update The last couple weeks have brought a tad bit more action, but the overall theme has still been wait-and-see.  Stocks have generally moved up or sideways, with no real big days recently.  Investors have become increasingly complacent with volatility levels at very low levels (considering what could be on […]

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Trade Summary: August 22, 2016

| August 22, 2016

August 22, 2016   Trade Rationale Stocks are hitting new highs, but the overall market action has been pretty tepid.  Investors are stuck in wait and see mode while they wait for vacations to end and typical Fall activity to pick up.  Still, there are always stock picking opportunities in this environment if you look […]

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Update: August 15, 2016

| August 15, 2016

August 15, 2016   Portfolio Update Well, August tends to be a slow month for stocks – but it’s been even slower than I would have imagined.  Typically, August is a huge vacation month as families get ready to send their kids back to school.  But this time around, it really does feel like half […]

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Weekly Update: August 11, 2016

| August 11, 2016

Weekly Update:  August 11, 2016   What To Watch It’s been two weeks since our last update but it sure seems like we didn’t miss anything. It’s been about as low a volatility environment as you’ll ever see. At least part of it is August, which is the last big month of vacations until the […]

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Trade Summary: August 8, 2016

| August 8, 2016

August 8, 2016   Trade Rationale August has been very quiet so far, which isn’t unusual for this time of year.  Stocks are sitting at all-time highs, which is good news for bulls, but day to day action is definitely on the slow side.  There isn’t much in the way of momentum plays right now.  […]

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Trade Summary: July 25, 2016

| July 25, 2016

July 25, 2016   Trade Rationale Major equity indexes are hitting new highs, but that doesn’t mean all sectors or industries are overbought.  In fact, basic materials are still trailing behind the overall market (with the exception of precious metals).  There is an opportunity to scoop up some undervalued names in this sector. Our strategy […]

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Update: July 18, 2016

| July 18, 2016

July 18, 2016   Portfolio Update Not only have investors moved on from Brexit, they basically have forgotten all about it.  Major US stock indexes are reaching new highs, and nothing seems to be able to derail the current enthusiasm towards equities.  In fact, the S&P 500 is up over 7% for the year. Granted, […]

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Trade Summary: July 11, 2016

| July 11, 2016

July 11, 2016   Trade Rationale So the turmoil from Brexit left the markets about as quickly as it showed up… at least in stocks.  US stocks are basically acting like nothing has happened, with the S&P 500 just reaching new highs. On the other hand, interest rates were definitely impacted by the uncertainty in […]

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Update: July 5, 2016

| July 5, 2016

July 5, 2016   Portfolio Update It’s been an eventful couple weeks since our last update, although you may not know it looking at current index levels.  That’s because the market plunged during the Brexit turmoil but has already recovered since investors figured out it’s not that big of deal in the US. That’s not […]

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Trade Summary: June 27, 2016

| June 27, 2016

June 27, 2016    Trade Rationale Well unless you’ve been living in a cave this past week, then you know the big news these days is Brexit and its impact on the financial markets.  Not only did the UK vote to leave the EU come as a pretty huge surprise, but the markets also have […]

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Weekly Update: June 16, 2016

| June 16, 2016

Weekly Update:  June 16, 2016   What To Watch Before we get to the update, I have a quick administrative announcement.  Next week our office is closed for summer vacation.  As such, we won’t have any updates or trades until the following week.  We’ll do a trade early in the week when we reopen, just […]

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Update: June 13, 2016

| June 13, 2016

June 13, 2016   Portfolio Update Hello volatility!  It had been a very calm – you may even it call it bullish – June so far.  At least until today.  Investors decided today was the day to get spooked about Brexit and what it may mean for global stocks.  The VIX jumped over 20% and […]

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Trade Summary: June 6, 2016

| June 6, 2016

June 6, 2016   Trade Rationale The overall market still appears to be somewhat directionless, but at least there’s been a bullish undertone lately.  It’s always easier to trade (and make money) in a bull market.  It’s not that you can’t make money in a bear market, but it’s harder to compete with fear than […]

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Update: May 31, 2016

| May 31, 2016

May 31, 2016   Portfolio Update Summer is pretty much in full force, but investors haven’t walked away from the market just yet.  The stock market has performed well lately on stronger economic news, and has also gotten a boost from oil.  All eyes will be on the Fed as an important June FOMC meeting […]

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Trade Summary: May 23, 2016

| May 23, 2016

May 23, 2016    Trade Rationale Earnings season is pretty much done and the market is looking like it’s ready to take the summer off.  Now, we’re more than likely to get some action over the summer at some point.  But right now, I wouldn’t be surprised to see a whole lot of sideways action. […]

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Update: May 16, 2016

| May 16, 2016

May 16, 2016   Portfolio Update We had a pretty decent up day today for the first time in awhile. It’s mostly been back and forth action for the last couple weeks.  The big news today was the Berkshire Hathaway (BRK) $1 billion stake in Apple (AAPL).  That’s an investment the world’s largest company surely […]

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Trade Summary: May 9, 2016

| May 9, 2016

May 9, 2016    Trade Rationale The general direction of the stock market has been more sideways than up this year, but I guess we can still call this a bull market.  I mean, we’re not in a bear market, right?  Anyhow, stocks aren’t just going up in unison. It’s definitely taking a more hands […]

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Update: May 2, 2016

| May 2, 2016

May 2, 2016   Portfolio Update It’s been an interesting year for trading, with some out of the ordinary situations (on a macro level).  Individually, you never know what may happen with a stock, but overall correlations tend to follow patterns. This year, that’s not necessarily the case. For instance, most of the major stock […]

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Trade Summary: April 25, 2016

| April 25, 2016

April 25, 2016    Trade Rationale The market has stabilized and we’ve been experiencing neutral to slightly bullish action for the past several days/weeks.  However, technology has been lagging behind the rest of the market somewhat, especially if you remove some of the biggest names from the equation. I believe we’re going to see some […]

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Update: April 18, 2016

| April 18, 2016

April 18, 2016   Portfolio Update The stock market is finally acting like it’s a bull market – or at least a bullish to neutral market.  Stocks may be a bit overbought (based on valuations) but it’s nothing too egregious.  More importantly, the major indices are finally positive on the year (for the most part).  […]

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Trade Summary: April 11, 2016

| April 11, 2016

April 11, 2016    Trade Rationale It’s earnings season starting today, so time for the action to pick up in the stock market.  At least we hope… it’s been pretty boring lately, which also means less opportunity when you’re buying options.  However, quarterly earnings releases tend to help alleviate the lack of movement. Right out […]

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Update: April 4, 2016

| April 4, 2016

April 4, 2016   Portfolio Update The financial markets have certainly stabilized over the last several weeks, especially the equities markets.  Overall volatility is way down, and we’re seeing a definite turn towards complacency.  This trend is likely to continue until some kind of market moving news comes out.  That being said, earnings start next […]

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Weekly Update: March 31, 2016

| March 31, 2016

March 31, 2016   What To Watch Another quiet week just passed us by with the market reaching complacency levels very similar to the first half of last year. There’s simply not a lot of action in the broad market right now. Investors are essentially in wait-and-see mode until bigger news hits the wire. The […]

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Trade Summary: March 28, 2016

| March 28, 2016

March 28, 2016   Trade Rationale The financial markets have definitely quieted down over the past few weeks, which isn’t a bad thing considering how volatile the first month and a half of the year was.  It’s been more of a stock picker’s market lately, and good themes can make all the difference in your […]

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Update: March 21, 2016

| March 21, 2016

March 21, 2016   Portfolio Update The bulls seem to be in control, at least for now.  The market has certainly stabilized over the last several weeks, especially in terms of volatility.  Today, the spot VIX price was at 14 – the lowest it’s been all year. The S&P 500 and DJIA are positive for […]

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Trade Summary: March 14, 2016

| March 14, 2016

March 14, 2016    Trade Rationale We’re kind of at an interesting spot here with no obvious signal on market direction.  We’ve made up almost all the lost ground from earlier this year.  And, we’re back to the point where the market was mostly moving sideways for much of last year.  Can we expect more […]

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Update: March 7, 2016

| March 7, 2016

March 7, 2016   Portfolio Update The last couple weeks have been quite a bit more enjoyable if you’re bullish.  Stocks have settled in after reversing higher off the lows of the year.  The days of big moves and high volatility seem to be over with for now.  We’re not entirely out of the woods, […]

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Trade Summary: February 29, 2016

| February 29, 2016

February 29, 2016    Trade Rationale With the market calming down, we can start focusing on themes other than safety and value.  We can turn our attention from directional strategies and delve into more specific, market independent themes.  This week, I want to look at the energy sector. More specifically, I want to take a […]

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Buying A Call Option On United States Oil $USO

| February 26, 2016 | 0 Comments
Buying A Call Option On United States Oil $USO

Buying A Call Option On United States Oil $USO                                        Crude oil is once again making headlines as it struggles to hold onto the $30 per barrel mark.  The world’s most popular commodity has dropped 17% year-to-date and has everyone trying to pick a bottom. Is a drop in the price of oil good for the […]

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Update: February 22, 2016

| February 22, 2016

February 22, 2016   Portfolio Update It took almost a month and half from the start of the year, but investors are finally starting to calm down and buy stocks.  That’s not to say we’re out of the woods just yet.  But, at least volatility is back down to more reasonable levels.  In fact, VIX […]

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Trade Summary: February 16, 2016

| February 16, 2016
Trade Summary: February 16, 2016

February 16, 2016   Trade Rationale Friday put a halt to the slide in the equities markets, but there’s still plenty of damage that’s been done.  The S&P 500 is down 7% on the year which is bad enough, but the Nasdaq 100 is even worse off, down 11%.  Crude oil still takes the cake […]

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Update: February 8, 2016

| February 8, 2016

February 8, 2016   Portfolio Update We can’t seem to break the bear market environment we’ve been in for most of this year.  Investors don’t seem at all ready to get back into stocks (or most other asset classes for that matter).  And, volatility has either been increasing or holding steady for the past several […]

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Trade Summary: February 1, 2016

| February 1, 2016

February 1, 2016   Trade Rationale The equity markets have stabilized to some extent, but the energy markets are still in flux.  Crude oil is down 17% for the year despite already sitting at multi-year lows.  Natural gas is also down 9% year-to-date, further muddying the picture for fossil fuels. You may think cheap oil […]

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Update: January 25, 2016

| January 25, 2016

January 25, 2016   Portfolio Update Well, it hasn’t exactly been a promising start to the year for bullish stock investors.  On the other hand, at least things have stabilized somewhat after a period of fairly extreme volatility.  Investors have settled down to some extent, although there’s still a fair amount of risk on the […]

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Trade Summary: January 19, 2016

| January 19, 2016

January 19, 2016    Trade Rationale Well, suffice it to say that things haven’t improved since our first trades of the year two weeks ago.  In fact, the S&P 500 is down 8% already on the year.  And, it’s the worst opening to a year in history.  Pretty ominous, right? Believe it or not, I’m […]

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Update: January 11, 2016

| January 11, 2016

January 11, 2016   Portfolio Update Ouch.  That’s not the way we wanted to see 2016 start, at least if you’re a stock investor.  The year has opened with the worst start in history (in terms of a 5-trading day period).  The S&P 500 is down 6.5%, the Dow is also down 6%, and oil […]

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Trade Summary: January 4, 2016

| January 4, 2016

January 4, 2016    Trade Rationale Happy New Year!  Hope you all had a nice, relaxing holiday, because we’re getting 2016 started off with a bang.  As I write this, the S&P 500 is down over 2% to start the year.  The selling is coming after a huge drop in Chinese stocks overnight.  Basically, it’s […]

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Options Trading Strategies After The Fed Meeting

| December 18, 2015 | 0 Comments
Options Trading Strategies After The Fed Meeting

Options Trading Strategies After The Fed Meeting Well, we can pretty much shut down for the year now, right?  Arguably the biggest event of the year has come and gone, and it’s time for holiday vacation.  No, I’m not talking about the release of the new Star Wars movie, although that’s certainly a huge deal […]

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Unusual Options Activity In Market Vectors Junior Gold Miners ETF $GDXJ

| December 16, 2015 | 0 Comments
Unusual Options Activity In Market Vectors Junior Gold Miners ETF $GDXJ

Unusual Options Activity Market Vectors Junior Gold Miners ETF $GDXJ  As many of you know, unusual options activity can be a valuable indicator as to what traders are thinking, and more importantly, where these stocks are heading in the short-term. This is something professional options traders pay a lot of attention to, and for good reason…  Unusual […]

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Update: December 14, 2015

| December 14, 2015

December 14, 2015   Portfolio Update Editor’s Note:  Our offices will be closed for the holidays for the final two weeks of December.  There will be nothing published during that time.  We’ll get things restarted in January with a new trade theme. Hope you all have a happy holiday season! It’s been a fairly rocky […]

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Options Trading Strategies For Oil

| December 11, 2015 | 0 Comments
Options Trading Strategies For Oil

Options Trading Strategies For Oil If you’ve been following the financial news lately, you’ve likely seen a lot of talk about oil.  This time however, it’s not because the price of crude is skyrocketing.  Instead, it’s because oil’s price per barrel has hit multi-year lows. In fact, West Texas Crude Oil is at the lowest […]

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Unusual Options Activity In Technology Select Sector SPDR ETF $XLK

| December 9, 2015 | 0 Comments
Unusual Options Activity In Technology Select Sector SPDR ETF $XLK

Unusual Options Activity In Technology Select Sector SPDR ETF $XLK  As many of you know, unusual options activity can be a valuable indicator as to what traders are thinking, and more importantly, where these stocks are heading in the short-term. This is something professional options traders pay a lot of attention to, and for good reason…  Unusual […]

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Trade Summary: December 7, 2015

| December 7, 2015

December 7, 2015   Trade Rationale It’s December already!  Yes, it came as a surprise to me as well.  I’m really not sure where most of this year went.  Nevertheless, 2016 is almost upon us.  So, it’s time to look to next year for our next trade theme. Actually, this should be plenty straightforward.  I’m […]

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Options Trading Strategies To Avoid For 2016

| December 4, 2015 | 0 Comments
Options Trading Strategies To Avoid For 2016

Options Trading Strategies To Avoid For 2016 Hard to believe but 2016 is right around the corner.  While the financial markets don’t really care what calendar year it is, we as investors tend to like to group market conditions by the year. For instance, 2015 will most likely be the year of tepid growth and […]

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Unusual Options Activity In Best Buy $BBY

| December 2, 2015 | 0 Comments
Unusual Options Activity In Best Buy $BBY

Unusual Options Activity In Best Buy $BBY  As many of you know, unusual options activity can be a valuable indicator as to what traders are thinking, and more importantly, where these stocks are heading in the short-term. This is something professional options traders pay a lot of attention to, and for good reason…  Unusual options activity can […]

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Update: November 30, 2015

| November 30, 2015

November 30, 2015   Portfolio Update Since our last update, we’ve already had Thanksgiving, Black Friday, and now Cyber Monday come and go (well mostly).  It sure seems like this year is going by quickly!  We’re already in the heart of holiday shopping season and there are just a few more weeks of work/school before […]

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Options Trading And The New Normal

| November 27, 2015 | 1 Comment
Options Trading And The New Normal

Options Trading And The New Normal As we approach the end of the year, we can start to piece together what kind of year it’s been for US stocks.  There are basically two different stories to tell in 2015. There was the August correction and subsequent rebound.  And, there’s been a whole bunch of range-bound […]

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Unusual Options Activity In Disney $DIS

| November 25, 2015 | 0 Comments
Unusual Options Activity In Disney $DIS

Unusual Options Activity In Disney $DIS  As many of you know, unusual options activity can be a valuable indicator as to what traders are thinking, and more importantly, where these stocks are heading in the short-term. This is something professional options traders pay a lot of attention to, and for good reason…  Unusual options activity can “tip […]

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Trade Summary: November 23, 2015

| November 23, 2015

November 23, 2015    Trade Rationale One of the interesting things about this year has been the lack of breadth in stock gains.  That is, gains in US stocks are not wide ranged, but rather concentrated in a few big names.  In some cases, certain sectors have missed the gains entirely (such as energy). I […]

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Options Trading For The Holiday Season

| November 20, 2015 | 0 Comments
Options Trading For The Holiday Season

Options Trading For The Holiday Season It’s just a week away from Thanksgiving… hard to believe.  The unseasonably warm weather could be making us forget just how close the holidays are.  We’re that much closer to prime shopping season. The holiday shopping season is closely monitored by the investment world as well.  Many companies make […]

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Unusual Options Activity In JP Morgan $JPM

| November 18, 2015 | 0 Comments
Unusual Options Activity In JP Morgan $JPM

Unusual Options Activity In JP Morgan $JPM As many of you know, unusual options activity can be a valuable indicator as to what traders are thinking, and more importantly, where these stocks are heading in the short-term. This is something professional options traders pay a lot of attention to, and for good reason…  Unusual options activity can […]

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Update: November 16, 2015

| November 16, 2015

November 16, 2015   Portfolio Update After making a strong comeback from October into early November, US equities pulled back last week on interest rate and economic concerns.  In fact, the S&P 500 fell through the 200-day moving average and nearly hit the 50-day moving average.  However, stocks reversed today to finish 1.5% higher, possibly […]

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Finding Value With Options Trading

| November 13, 2015 | 0 Comments
Finding Value With Options Trading

Finding Value With Options Trading There are many different reasons to invest in stocks.  For example, some buyers are looking for growth, others income.  Ultimately everyone is looking to make money… but how we get there is clearly open to interpretation. One popular method of investing is value investing.  That is, when investors look for […]

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