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Posted by Martin October 14, 2023
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Trading SPX Crumbs

I tried many strategies trading SPX and none worked to my satisfaction. Then I decided to trade “SPX crumbs”. And you may ask, what is SPX crumbs? It is a trade with a very small premium trading standard verticals like spreads, Iron Condors or broken wing butterflies.

In the past trades I tried to maximize premiums. I was timing the market. When it was bullish, I opened a put spread and usually with delta 30 or sometimes even delta 40 or 45. This worked well in trending markets. And of course, it worked well until it didn’t. And since 2022 we were in a bear market and volatile market. And this trading stopped working. So, I was looking at something that would work better.

I came up with trades traders may consider not worth it. Why? Because according to a common knowledge, I will be “risking too much to make very little.” In the past, I have read on the internets and in forums that if I traded a $10 (or $1000) wide spread and make only $20 premium, that it was bad. The risk reward was too bad. But I found it not bad if you take into account probabilities. And I realized that picking up crumbs from the table is worth it if I can do it again and again and sleep well. So, yes, that $20 (after fees) is a crumb not worth it to you, but very valuable to me.

Here is a list of trades I took so far last month and in October. Despite markets moving up and down like crazy, all trades ended up winners:

SPX Crumbs Report

If I can repeat this process again and again every month, I will make quite good income (as of today, the projected income would be almost $30,000 a year, given the winning streak will continue). And those little crumbs will add up over time.


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Posted by Martin October 13, 2023
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Markets want inflation going down. They say it is not going down. But it is!

Allegedly, the markets want inflation to go down and we are now bearish because it is not doing what we want. That’s what investors say by turning bearish again after inflation data we received on Wednesday and Thursday.


But no matter how you slice it, inflation is going down. These fluctuations month to month do not matter. All the wobbly spooky mood of Wall Street over a short term fluctuations are not necessary and to be honest – plain stupid. But if you have been in the markets for long enough, you know that it is how Wall Street acts. The old adage says that the markets discount future (or it looks at the price 6 to 18 months ahead). But based on the investors behavior they do not foresee anything beyond the tip of their own nose.

So the bearishness on Wall Street continues. Today, the market will most likely finish red and we may see a continuation on Monday too.


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Posted by Martin October 12, 2023
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Inflation fear inflated

So the most recent inflation data (September CPI report) indicated that all the fears out there on Wall Street is overblown. But that is what you would expect from investors who normally (when the markets rise) claim to be long term value investors but start haphazardly selling their “long-term” investments as soon as it drops a few points.

What we saw from the CPI report so far was that wages inflation is a bit sticky but easing, rent inflation is stickier but easing too, and economy and the labor market are still very strong pointing to the soft landing. But naysayers, and there is plenty of them, will tall you otherwise. And some of the FED officials are already admitting that the current 5.25% rate level is restricting enough to keep the economy from overheating but not damaging it and sending it into a recession. Good news for the markets although they still do not see it that way. But even the biggest pessimist will come to this realization one day.

The good news is that the core CPI inflation rates (excluding shelter) rose just 2.0% each during September. These two measures of inflation are already at the Fed’s 2.0% target! Price inflation has turned out to be remarkably transitory after all.

On another note, we just found out that there is $1 trillion more savings sitting on the sidelines waiting to be invested than anyone expected. How can you miss a trillion dollars?


That being said, we are at the beginning of correction recovery and a new bull market.

Today, the investors are digesting (of course) the CPI report. The markets opened lower but we see a few bullish signals on the charts. The market may be flat to bullish today. We may even end in green by the end of the day.


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Posted by Martin October 11, 2023
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This dragging market is wearing me out

We had an impressive rally this year, so far. But then the markets stalled on all sorts of old fears – inflation, interest rates, higher for longer, and so on. We lost over 5% in September and October isn’t looking any better.

We are in a recovery mode for sure. Naysayers will keep posting their rants about recession but that is not coming (at least not yet). It will eventually come but not this year and most likely not the next year either (it may come at the end of the next year, but I do not see any fundamental reasons for it). Recession is when people lose jobs, companies stop hiring and their earnings dwindle. But the labor market is strong (which brings fears of pricing pressure and high interest rates) and earnings are holding well and rising again (just look at the most recent Pepsi’s earnings). There are no signs of a recession at all. At least not yet.

The market futures went up in expectations of a PPI report which came in hotter than expected and the last three days strong rally dwindled again. Wednesday’s trading will be weak and we may even close down. But the rally will continue.

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Posted by Martin September 27, 2023
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Technical view: iShares Ultra Short-Term Bond ETF (ICSH)

Technical view

ICSH is in stage #1. BlackRock’s ultra short-term bond ETF is not necessarily an investment for dividend growth or capital appreciation. But I think I should mention it here for one specific reason and that is that I use this ETF to park my cash in. For years, I was looking for a stock that can work as a cash account, hold value, and pay decent dividends (or interest). ICSH fulfills this goal. If you look at the chart above, it looks choppy, but if you look at the chart below, you will see that this fund holds value. But don’t get fooled by the choppiness. If you look at the drops, the fund declines by 20 cents only! That is merely a 0.40% drop! Compare it to stocks that can lose 20% just because of a not so good earnings report! During Covid plunge, ICSH lost 2.93%. Many other stocks lost 20% or more. Apple lost 30.3%!
Of course, you may always keep your unused funds in cash, but then they keep sitting in your account doing nothing. I didn’t like it, mainly during low interest rates. Brokers paid 0.002% APY in your cash. And since I use margin for my trading, I need to keep large amounts of cash in reserves. And I didn’t like that these reserves are doing nothing.
So, ICSH does:

  • Holds value. The price fluctuation is minimal and acceptable. Today, these fluctuations are lower than the current inflation.
  • It pays dividends. It is not much, only about 0.21 per share, but at current prices it represents 3.80% yield. Not bad for this type of stock!
  • It is cheap. Its expense ratio is 0.08 (compare it to ARK, for example).

Technical view weekly

The long-term weekly chart may look scary, but the movements you see are only about 0.2% range. It is an acceptable money preserving vehicle.

Technical view weekly

And when we zoom to 2022 bear market, the fund only lost $0.65 or -1.28%. To me this is perfectly acceptable, and I will keep using this fund as my money storing vehicle with peace of mind that I won’t wake up the next day seeing that the position lost 20% overnight because of bad earnings.

The stock is now BUY

This post was published in our newsletter to our subscribers on Sunday, September 24th, 2023. If you want to learn more about our stock technical analysis subscribe to our weekly newsletter.

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Posted by Martin September 25, 2023
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August 2023 $100 Challenge account review

August was a horrible month for our Challenge account. We lost a significant net-liq value due to the correction. One part of the losing strike this month was due to REIT stocks which we are accumulating in our portfolio, namely MPW, and these stocks were hammered this year (not just the MPW but almost all REITs are getting slammed). That actually makes them a good opportunity to invest in them. When people are dumping these stocks (usually due to their short-sight), it is always a good opportunity.

Our goal is to not only grow the account but also generate income from dividends and monetizing our positions by selling options around those positions. And we are again on track with this goal and strategy.

It takes patience and stick to the strategy. The markets will not be always favorable to us. Nor FED being always friendly with zero rates policy. One must adjust investing and trading to be inline with the market, but one must not stop investing or you would miss the best time in the market.


Accumulation phase

The account is still underperforming our goal but the spread between the goal and current value started narrowing fast. We are still investing in stocks of our interest and building equity positions. We also started selling put spreads against indexes to generate income.


August 2023 Challenge account review


April 2022: $1,233.00 $350.56
May 2022: $1,336.00 $428.82
June 2022: $1,439.00 $459.70
July 2022: $1,542.00 $641.27
August 2022: $1,645.00 $653.32
September 2022: $1,748.00 $617.92
October 2022: $1,851.00 $829.46
November 2022: $1,954.00 $1,003.01
December 2022: $2,057.00 $1,152.65
January 2023: $2,160.00 $1,221.22
February 2023: $2,263.00 $1,286.04
March 2023: $2,366.00 $1,392.45
April 2023: $2,469.00 $1,461.53
May 2023: $2,572.00 $1,779.13
June 2023: $2,675.00 1,729.60
July 2023: $2,778.00 $2,159.90
August 2023: $2,881.00 $1,576.40


$100 Challenge account review

From the chart above, the red dot (line) indicates the current account value, compared to the blue line (plan). Our account is underperforming our goal. We will keep buying assets and monetize them once we accumulate enough shares.

August 2023 Overall Challenge account review

The chart below indicates our account value compared to the overall goal and plans to grow the $100 investment into a $75,000 portfolio. As of today, we are still at the beginning of our journey.

Year 0: $100.00 $100.00 $100.00
Year 1: $1,300.00 $1,336.00 $459.70
Year 2: $2,500.00 $3,016.96 $1,779.13
Year 3: $3,700.00 $5,303.07 $1,576.40
Year 4: $4,900.00 $8,412.17  
Year 5: $6,100.00 $12,640.55  
Year 6: $7,300.00 $18,391.15  
Year 7: $8,500.00 $26,211.96  
Year 8: $9,700.00 $36,848.27  
Year 9: $10,900.00 $51,313.64  
Year 10: $12,100.00 $70,986.56  


$100 Challenge account review goal


August 2023 Challenge account Income


Total Invested in Stocks $2,053.33
Stocks Unrealized Profit -$66.28
Stocks Realized Profit -$57.18
Strangles Income -$1,316.00
Spreads Income $207.97
Dividends Income $82.07
Deposits Total (lifetime) $2,800.00
Cash $62.57
Net-Liq $1,576.40


If you want to see what investments we take and what trades and strategies we will use to grow this small account, join our program today and grow your money. We engage in safe investments, select strategies to maximize winning trades and grow our portfolio. And you can do it too, today! We do not provide quick rich promises, gambling, or reckless strategies. We want our portfolio to grow steadily and preserve our capital while maximizing returns.

As a member, you will have access to the following features:



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Posted by Martin September 20, 2023
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Technical view: Realty Income, Inc. (O)

Technical view

O is in stage #4. Realty Income (O) is a dividend darling of many investors, and it has paid and increased dividends for more than 25 years. The company went public in 1995 and survived many downturns the biggest in 2000, 2009, and 2020. It increased the dividend during those periods of time. It also survived high interest rates back in 1995 (the FED rate was 6% in 1995) and it survived the rates in 2000 and 2009 too. Yes, the stock declined during those years but if you were not panicking and bought, you ended

Technical view weekly

Keep reading O Technical View:

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Posted by Martin September 18, 2023
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August 2023 SPX put credit spreads trading review

August 2023 SPX trading was slow. Since I trade mostly bullish trades, during bear markets or corrections I sit aside and wait. Time to time, I open a bearish trade but in corrections or during high volatility, the bearish trade may quickly turn against me and I do not want to have too many bearish trades that need my attention or rolling back into bullish trades. So this month, I was mostly on the sidelines.

I also switched to broken wing butterfly trades. These trades offer better opportunity than plain spreads. They are initially sold for credit and they have a high chance of expiring worthless while providing some downward protection. Even if the trade goes completely against us, there is a good chance to repair it for credit. If you follow our trade signals, we had a call broken wing butterfly (BWB) that got completely against us.


Our SPX account is up +1,271.58% since the beginning of this program, and we have $25,680 in unrealized gains.


Initial SPX trade set ups


I dedicated a $3,600 initial amount that will be used to trade SPX PCS (now BWB) strategy per week. Today, the account is up at $48,711.95. However, due to the recent bear market, many trades are still open, and the funds are tied to those open trades. The trades need to expire or be closed for a profit to release the funds.

Our SPX strategy is designed as directional options trading. We are selling credit put spreads to collect premiums, and hopefully, these spreads expire worthlessly, or we repurchase them for a small debit.

We use a set of indicators, trend prediction (primarily based on moving averages, volume profiles, and trend forecasting), and market sentiment that generates bullish signals. The trading is based on a “trend-following strategy.” We open the trade if we have a bullish signal and a bullish trend. If we do not have a signal, we stay away. We also trade credit call spreads when we have bearish signals. In a choppy market, we stay away from or trade very short expirations (usually 1 or 2 days or up to 7 days), but the trading is muted as we need a trending market.


Here you can see all our 2023 trades:

SPX PCS account value
Click on the picture above to see the entire list.

Last month trading


Overall, the strategy resulted in a +1,271.58% gain last month.

Initial account value (since inception: 12/07/2021): $3,600.00
Last month beginning value: $48,711.95
Last month ending value: $49,376.95 (+1.37%; total: +1,271.58%)
The highest capital requirements to trade this strategy: $19,995
Current capital at risk: -$15,680
Unrealized Gain: $25,680 (-163.78%)
Realized Gain: $4,986 (-31.80%)
Total Gain: $30,666 (-195.57%)
Win Ratio: 54%
Average Winner: $707
Average Loser: $771

As you can see, our account currently shows a realized gain of $4,986, and we have an additional $25,680 unrealized gains.


SPX PCS account value
SPX PCS account value

SPX PCS account vs SPX net liq
SPX PCS account vs SPX index net liq

SPX PCS account vs SPX performance
SPX PCS account vs SPX performance

If you want to receive trade alerts whenever we open a new SPX put credit spread or a hedge trade, you can subscribe to our service:



Note that if you wish to subscribe to multiple levels, you can only subscribe to one level and send us an email that you want to be added to other levels.

Also, if you like this report, hit the like button so I know there is enough audience wanting to see this type of report. If you have any questions or want to see anything else about my SPX trading, do not hesitate to contact me or comment in the comments section. Thank you!


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Posted by Martin September 13, 2023
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Technical view: Amazon, Inc. (AMZN)

Technical view

AMZN is in stage #2. The stock is recovering from last year’s carnage. In 2022 it almost reached lows from 2020 Covid lows. It was a great buying opportunity. But for the entire 2023 it was rallying and erasing the losses. If you were bold enough to buy when everyone else was panicking, you are sitting on nice gains. The stock rallied 60% from the 2022 lows. And the company is a great business. On the surface, it may look like a boring bad enterprise – what is good about a grey boring internet selling portal? eBay does it too! But there is a difference between the two. There is very powerful advertising on their portals, powerful cloud service (gaining steam again), and much more.

Technical view weekly

Keep reading AMZN Technical View:

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Posted by Martin September 06, 2023
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Technical view: Aflac Incorporated (AFL)

Technical view

AFL is in stage #2. The stock performed very well during the bear market. We had a decline but it recovered very nice and it wasn’t as deep as what we saw in 2020. Today, the stock is also pulling back from a strong rally which may provide a good opportunity.

Technical view weekly

Keep reading AFL Technical View:

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