The Biggest Opportunity of the Year Is Still On

[OP Ed. Note: This Editorial Was Drafted Without AI]

 

Yo Pit Crazies,

One week ago today I went live to discuss the trading opportunity of the year.

So you missed Micron Tech (MU) for $150 last year. There are more stocks that could do a moonshot.

You know why? Interest rates.

Rates did a funny thing today: They went down.

They went down on a hot PPI number.

Chips and oil are causing fits. But that also means there is demand and demand is growth. Bond prices jumped. Mark made the call of the year buying Ishares Lehman 20+ year government bond ETF (TLT) calls with TLT trading $77 now trading $80.

2 Month TLT Chart

That started a rally in the dividend paying stocks. In our presentation last week, I said this rally will happen, just thought it would be later.

It’s happening now.

Clorox is on the Mend

Clorox Inc (CLX) pays a 6% dividend. The stock got crushed because investors dumped their div paying stocks for 10 year T-bills. With rates drifting lower those stocks start to look interesting again. We just needed to see rates flatline. They are flatlining at $100 billion per year to finance the current deficit.

Iran Going to the Mattresses

With the election coming up Iran is shooting every ship in the Persian Gulf it can.

Now ask yourself… why.

Why would they indiscriminately destroy other countries’ ships?

They want to upset the election. I expect stocks to swing because of it. At least until election day.

Speaking of election day, Garrett Baldwin is heading up Option Pit election coverage to dissect what to expect, how to protect your portfolio, and show some targeted opportunities to make some money moves no matter what happens at the polls.

It’s going to go live November 2nd, 3rd and 4th.

We’ll have more info going out in the coming week.

In the meantime, if you want to see all those stocks cued up for a launch in 2027, click here.

I hope this was helpful,

AG

Andrew Giovinazzi

Andrew Giovinazzi

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About the Author

Andrew Giovinazzi

Andrew Giovinazzi

Former CBOE floor trader and CIO at Karman Line Capital. Author of ‘The Option Traders Hedge Fund’ with over 30 years of options trading experience.

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