Bernie Schaeffer photo

Bernie Schaeffer

Chairman and CEO,

Schaeffer's Investment Research

  • Founder, Chairman, and CEO of Schaeffer's Investment Research
  • Editor of Option Advisor
  • Author of The Option Advisor and Contributor to Numerous Media Outlets

About Bernie

Bernie Schaeffer is widely recognized as an expert on equity and index options, investor sentiment, and market timing and speaks frequently at industry gatherings. He has edited the Option Advisor newsletter since its inception in 1981 and is the author of The Option Advisor: Wealth-Building Techniques Using Equity and Index Options, along with numerous contributions to books and magazines. Mr. Schaeffer is the founder, chairman, and CEO of Schaeffer's Investment Research, Inc., a leading provider of research and analysis on the stock and options market. Timer Digest, which has been monitoring Mr. Schaeffer since 1984, consistently ranks him among the top ten out of 100 analysts for intermediate market timing. He is the recipient of the 2004 Trader's Library Trader's Hall of Fame Award for his numerous contributions to the field of trading. In 2003, Aaron Task of selected him as the market "Guru of the Year." Mr. Schaeffer has also 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.

Bernie's Articles

The Biden administration awarded $2.8 billion in grants to increase the United States’ stable of electric vehicle (EV) batteries and the minerals used to create them, a transparent countermeasure to reduce China’s chokehold on materials integral to clean energy, notes Patrick Martin, an analyst with Bernie Schaeffer's Chart of the Week.
When the market is looking bleak, bearish options strategies can help weather the storm of the stock market, explains Patrick Martin, managing editor at Schaeffer Investment Research, a leading advisory platform from options expert Bernie Schaeffer.
Bernie Schaeffer — an industry pioneer in options trading — first launched his Option Advisor newsletter back in 1981; his strategy incorporates technical, fundamental and sentiment-based strategies. Here's a look at pair of call recommendations for options traders.
Inflation and recession speculation has gripped Wall Street for much of 2022, and the broader market's selloff has undeniably underscored investors' fears, notes Jake Scott, deputy editor for Schaeffer's Investment Research, a leading advisory platform from Bernie Schaeffer.

Bernie's Books

Bernie Schaeffer

The Option Advisor: Wealth-Building Techniques Using Equity & Index Options

From the novice to the experienced investor, The Option Advisor offers a gold mine of information on how to achieve success in options trading.