Schaeffer’s Investment Research Inc. offers real-time option trading services to investors,
as well as a full array of print and multi-media educational offerings, including daily,
weekly and monthly newsletters. The SchaeffersResearch.com Web site provides financial news
and commentary, as it happens, throughout the market day, plus stock screeners, filters
and many other option tools to give investors an edge.
Our monthly Option Advisor, the nation's leading options newsletter and the company's
flagship publication, has been published since 1981. Every month, Bernie and his team
of analysts provide subscribers with 10 new suggested option trades, with commentary
accompanying each trade. Option Advisor also includes a monthly column by Bernie in
which he comments on the news and discusses longer-term market trends.
What sets Schaeffer's apart from the crowd? It's Expectational Analysis®, our three-tiered
methodology for analyzing stocks, stock sectors, or the market as a whole. It combines:
- Fundamental analysis, which deals with factors such as earnings, dividends, price-to-earnings (P/E) ratios, and projections of the strength of the economy.
- Technical analysis, which focuses on historical price patterns, volume characteristics, trends, and quantitative analysis in order to predict future price movements.
- And, finally, sentiment analysis, a clear-eyed, quantitative dissection and study of the beliefs and convictions of the market.
Our methodology is contrarian. One of the most important tenets of the Expectational Analysis®
approach is that the power of a contrarian indicator is much greater when the underlying
sentiment runs counter to the direction of the stock. For example, pessimism would be an
expected reaction to a downtrending market and would therefore not be a valuable contrary
indicator. On the other hand, skepticism in a rising market is a powerfully bullish combination,
seen until optimism reaches extreme levels.
About Bernie Schaeffer
Bernie Schaeffer is widely recognized as an expert on equity and index options, investor sentiment,
and market timing, and speaks frequently at industry gatherings.
Bernie's groundbreaking book, The Option Advisor: Wealth-Building Techniques Using
Equity & Index Options, was published in October 1997 by John Wiley & Sons. He also
contributed a chapter on sentiment analysis to three books from Bloomberg Press, New Thinking in
Technical Analysis: Trading Models from the Masters (2000), Investing Under Fire, Winning Strategies
from the Masters for Bulls, Bears, and the Bewildered (2003), and Breakthroughs in Technical Analysis:
New Thinking from the World's Top Minds (2007).
Timer Digest, which has been monitoring Bernie since 1984, consistently ranks
him among the top 10 out of more than 100 analysts for market timing. He is the
recipient of the 2004 Traders' Library Hall of Fame Award for his numerous
contributions to the field of trading. In 2003, Aaron Task of TheStreet.com
selected him as the market "Guru of the Year." Bernie won the 2002 BusinessWeek
Market Forecast Survey for most accurately forecasting year-end levels for the
DJIA, NASDAQ Composite Index, and the S&P 500. In addition, he received the
Best of the Best Award from the Market Technicians Association for his
contributions to sentiment/psychological analysis.
Today, Bernie and his staff are frequent commentators on financial markets and
their comments are often sought by national print and broadcast media outlets.
Their innovative views and insights are frequently seen on CNBC, CNN, ABC World News
Now, Fox News Channel, CBSMarketWatch.com, USA Today, Forbes, The Wall Street Journal, Barron’s, Stocks
Futures & Options Magazine and The New York Times.
It all started in 1981, with two people at a kitchen table producing the first issue of a
newsletter. The humble beginning has grown into an investment publications business with
more than 60 employees; daily, weekly and monthly newsletters; an award-winning Web site,
and more than 20 electronically delivered stock and options alert services. Schaeffer’s has
developed into a force on Wall Street with tens of thousands of subscribers. Our Web site,
SchaeffersResearch.com, has twice been recognized by Forbes.com as the “Best of the Web”
among all options Web sites.