Jun 28, 2019
OPTIONS 101
When to roll covered calls?
What do you do when the stock moves toward your strike?
Do you close? Do you roll? If you roll, when do you do it?
Thoughts on best practices when the
stock approaches your short call
strike?
THE BUZZ
Takeaways from this year’s OIC conference:
From Eric - Mark did awesome...
May 31, 2019
THE BUZZ
Recent market recap: The rise & fall & rise again of volatility.
We’ve seen volatility make a resurgence followed by a fairly dramatic retreat since our last episode. Thoughts on the current market conditions? Thoughts on volatility at these current levels? Is the Fed done for the foreseeable future?
Earnings...
Jun 28, 2018
Options 101: Calendar & Diagonals
- This strategy combines a longer-term bullish outlook with a near-term neutral/bearish outlook.
- Variations?
- Profit/Loss and breakeven
- Volatility, time decay and assessment risk
- Calendars vs Diagonals - when should you use one over the other?
- Using long dalendars during earnings
The...
Feb 20, 2018
The Buzz:
- Looking back at one of the craziest weeks in market history.
- What are everyone's thought on the historic developments in the market last week? Specifically the VIX surge and SPX selloff.
- What was the outlook in the Swan offices last week? How did the DRS perform?
- What were ORATS clients asking about last...
Jan 24, 2018
Tricks of the Trade: Using options in retirement accounts.
- What are the limitations of trading options in a retirement account?
- What strategies can you utilize?
- Stock replacement strategy: what is it?
- Long-term stock replacement strategy with a covered call, aka fig leaf strategy.
The Buzz: What do informed advisors...