Traders Are Nervous … Or Are They?

The Option Pit VIX Traffic Light Is Yellow: Volatility Is Going To Make Wild Moves.

Hey Traders,


As we head into the FOMC meeting and press conference on Wednesday, there sure is a lot of fear in the market …


Or is there?


While VIX is over 20, some of the action traded Tuesday speaks volumes (get it?) about what might occur in the next few days.


For a short period of time, the market looked like it was going to fall apart on Tuesday.


The Nasdaq 100 (Ticker: NDX) was down over 2%.


The S&P 500 (Ticker: SPX) was down over 1% …


The Dow Jones Industrial Average (Ticker: DJI) was the only index that didn’t look completely sick.


Which is why I was surprised when I saw the option volume for VIX options expiring a week from Wednesday (the 22nd).


Check out the trading:



There was almost NO call buying for December expiration!


The 25-strike calls did less than 30,000 contracts, and the 30-strike calls barely did 20,000.


Meanwhile, the December 21-strike,  20-strike, 19-strike, and 18-strike puts were all very active…


On a day the S&P 500 was down over 60 points, puts outpaced calls 1 to 1.2!



This is unusual, and shows traders are setting up to fade the Fed, at least in volatility terms.


The 18-strike puts traded almost 80,000 contracts. They are going to cost about $0.25.


I think that is a good value …


Your Only Option,


Mark Sebastian

Mark Sebastian

Mark Sebastian

Mark Sebastian is a former member of both the Chicago Board Options Exchange (CBOE) and the American Stock Exchange (AMEX), where he spent years mastering the art of options trading in the most competitive environment imaginable. As Chief Investment Officer at the hedge fund Karman Line Capital, Mark manages sophisticated options strategies for institutional clients. He is the author of two highly regarded books on options trading: ‘The Option Traders Hedge Fund’ and ‘Trading Options for Edge.’ Mark is a frequent guest on major financial networks including CNBC, Fox Business News, Bloomberg, and First Business News, where he provides expert commentary on market volatility and options strategies.

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About the Author

Mark Sebastian

Mark Sebastian

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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