Yearly Archives: 2022

The Wheel Strategy
May 09, 2022
Other

The Wheel Strategy

Tony Zhang

As an equity investor, we are always seeking investment opportunities to maximize capital appreciation and income. Finding a balance between the two can be challenging and many times have significant tradeoffs. However, you can potentially add income to any equity position with options using two strategies to add an income...

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7 months ago
Educational Events
May 04, 2022
Concepts

Educational Events

Montréal Exchange

October 26, 2022 Webinar – Options Strategies for Bear Markets Time: 12:00 p.m. (ET) Speaker: Jessica Inskip Language: English Where: Online More...

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7 months ago
Splitting Shopify May Be a Boon to Options Traders
April 14, 2022
Other

Splitting Shopify May Be a Boon to Options Traders

Steve Sosnick

By now you almost assuredly know that Shopify (SHOP.TSX) announced a 10:1 stock split effective on a date to be announced.  With that announcement, SHOP joins Alphabet and Amazon in the club of internet stocks with high prices and pending stock splits. Although news of a stock split is generally considered a positive, let’s...

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8 months ago
Why options should be considered for investing in Bitcoin
April 05, 2022
Trading Idea

Why options should be considered for investing in Bitcoin

Montréal Exchange

Many cryptocurrency investors have bought Bitcoin and other altcoins under the assumption it will be held in their portfolio for many decades. The assumption for these “hodlers” is that the future of financial transactions will see Bay Street and Wall Street banks replaced with decentralized systems. For other investors,...

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8 months ago
Why and how to use an Options Calculator
April 04, 2022
Other

Why and how to use an Options Calculator

Montréal Exchange

The Montreal Exchange (MX) offers users an online tool to help understand and calculate the theoretical value of options. Known as the Montreal Exchange option calculator, users can take advantage of a free offering to better understand potential investment returns and risk management decisions. Montreal Exchange option...

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8 months ago
The Secret to Managing Losses and Hitting Home Runs
March 14, 2022
Other

The Secret to Managing Losses and Hitting Home Runs

Montréal Exchange

I have worked as a market strategist for the past 15 years alongside a few thousand retail and institutional investors in foreign currency, futures, equities and options. A common experience amongst self-directed investors is a repetitive string of small winners, followed by a few big losses that wipe out weeks or months of...

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9 months ago
The Importance of Trading Psychology
March 11, 2022
Other

The Importance of Trading Psychology

Montréal Exchange

As a market strategist for over the past 13 years, I’ve corresponded and provided market color to thousands of retail and institutional investors. In this post, I wanted to share what I have consistently found to be a distinguishable factor that sets successful traders apart. The difference that divides professional traders...

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9 months ago
Index Futures and Hedging
March 09, 2022
Other

Index Futures and Hedging

Futures First Academy

In our previous articles, we explored various aspects related to index futures including index arbitrage. In this article, we explore another possible use of an index future namely hedging. As global stock markets have skyrocketed since the deepest trough of the pandemic, the internet is flushed with articles citing...

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9 months ago
A Counterintuitive Approach to Expiration Dates & Strike Prices
March 07, 2022
Other

A Counterintuitive Approach to Expiration Dates & Strike Prices

Tony Zhang

The process to select expiration dates and strike prices for an options strategy is fairly simple, but sometimes counterintuitive. Selecting the optimal expiration dates and strike prices depends on a few factors, however there is an overarching method to selecting them for any strategy. In this post we will analyze expiration...

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9 months ago
An Options Strategist’s Guide to Buying Portfolio Protection
March 02, 2022
Other

An Options Strategist’s Guide to Buying Portfolio Protection

Tony Zhang

As the disconnect continues to widen between fundamentals, economics and where equity market valuations, many investors have raised the question, when is it time to hedge the growing downside risks? To help investors answer this question, we explore the mechanics and best practices for seeking downside protection for a...

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9 months ago
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