An order to buy or sell a security at a specific price or higher is known as a limit order. Sell limit orders will only be carried out at the limit price or a higher one, whereas buy limit orders will only be carried out at the limit price or a lower one. This requirement gives traders more control over the price levels they choose to trade in.

The date on which several derivatives contracts expire concurrently is referred to as quadruple witching. This occurs with four different kinds of contracts, including single stock futures, stock options, stock index futures, and stock index options. Four times a year, on the third Fridays of March, June, September, and December, there are quadruple witching dates. The final hour of trading on these days usually sees the most activity as traders try to close out their positions on these contracts.

Before a stock is launched on a public exchange, substantial blocks of shares are privately sold in an initial public offering (IPO) placement. Typically, the buyers are institutions eager to purchase sizable shares in the company, such as private equity firms, hedge funds, and other organizations. The price of a pre-IPO placement is typically lower than the price listed in the prospectus for the IPO because of the amount of the investments being made and the risks involved.

Innovations known as disruptive technologies fundamentally change how markets, industries, or businesses function. Because it has characteristics that are unmistakably superior to the systems or practices it replaces, disruptive technologies sweep aside their predecessors. Examples of recent disruptive technologies include ride-sharing apps, house-sharing accommodations, artificial intelligence and e-commerce. Vehicle, electricity, and television were revolutionary inventions in their own eras.

As we all know, 2022 has been a painful year, and it continues to be so. What works during a bearish market are a few strategies: shorts, inverse ETFs, holding cash positions and day trading. Today we take a look at ATXI and see how we day traded it. Watch this video to get the technicals. Good trading! Trading Risk Disclaimer All the information shared is provided for educational purposes only. Any trades placed upon reliance of SharperTrades, LLC are taken at your own risk for your own account. Past performance is no guarantee. While there is great potential for reward trading stocks, cryptos, commodities, options, forex and other trading securities, there is also substantial risk of loss. All trading operations involve high risks of losing your entire investment. You must therefore decide your own suitability to trade. Trading results can never be guaranteed. SharperTrades, LLC is not registered as an investment adviser with any federal or state regulatory agency. This is

The method through which new bitcoins are placed into circulation is known as bitcoin mining. It is an essential part of the construction and maintenance of the blockchain ledger and is also how the network confirms new transactions. The process of mining involves employing advanced hardware to tackle a very challenging computational arithmetic problem. The next block of bitcoins is distributed to the first computer to solve the issue, and the cycle repeats.

Charting pattern used in technical analysis that denotes a shift in trend and a change in momentum from earlier leading price action. It represents the decline of a stock or index, the subsequent recovery, the subsequent decline to the same or a somewhat lower level, and the subsequent rebound. The two bottoms together resemble the letter "W." A support level is the low that has already been touched twice.

One of the indices of the stock market used by investors as benchmarks is the Russell 1000 Index. It reflects the top 1000 American firms by market capitalization and is a subgroup of the wider Russell 3000 Index. The UK-based FTSE Russell Group, which owns and runs the Russell 1000, is a publicly traded company. The Russell 1000 is regarded as a large-cap investing benchmark index.

Well, bonds have been quite the talk of the town over the last week as they have been in a pretty heavy downward spiral.  But with the huge drop comes a rise in volatility and we LOVE volatility. Since this Bond market has gone down so far so fast, as contrarians, we are going to skew this Iron Condor slightly upward (meaning the Put side is closer to the stock price than the Call side). Meaning, we are betting that it will stay in a range but we will leave more room to the upside because we feel it is closer to reaching its lows than possibly bouncing back to some highs. Watch this video to get the trade details. Hope you enjoy it! Kal Trading Risk Disclaimer All the information shared is provided for educational purposes only. Any trades placed upon reliance of SharperTrades, LLC are taken at your own risk for your own account. Past performance is no guarantee. While there is great potential for reward trading stocks, cryptos, commodities, options, forex and other tradi

A bond that responsible investors would typically consider buying.

Any positive difference between the purchase price and sale price of an asset that was immediately reinvested in additional shares of that security or mutual fund at that security's net asset value.

Triple witching is when stock options, stock index futures, and stock index options contracts all expire at the same time on the same trading day. Triple witching occurs four times a year, on the third Friday in March, June, September, and December. Since three options classes with the same underlying securities expire on the same day, it might result in higher trading volume and unexpected price behavior in the underlying assets. Similar to triple witching, option expiration also experiences double witching and quadruple witching. Double witching happens when two classes of options on the same underlying security expire on the same day. Quadruple witching happens when four classes of options on the same underlying security expire on the same day.

A standout amongst others in a given field or peer group in terms of performance. Investing in businesses that outperform their peer groups in terms of sustainability and performance. Best-in-class is a sustainable investment style. The top performer among ESG investments Investments that are considered "best in class" in terms of environmental, social, and governance (ESG) standards are hand-picked and added to a portfolio. Companies are typically graded on several dimensions. The final score you get is determined by the relative importance given to each criterion, which can change from industry to industry. Companies that rank in the top 30%, 50%, or some other criterion in their respective industries will be considered qualified. Companies that pass both an ESG screen and a financial screen—which are often performed by separate teams of analysts using their own data and methods—are included in a top-tier ESG portfolio. The names that make it through both the ESG and finan

A two-way price quotation that represents the best possible price at which a security can be sold and bought at a specific moment is referred to as "bid and ask" (also known as "bid and offer"). A buyer's maximum price that they are willing to pay for a share of stock or other security is represented by the bid price. The least amount a seller will accept for the identical security is represented by the ask price. When a seller is prepared to sell for the highest price or when a buyer is prepared to accept the best offer on the market, a trade or transaction happens. One important measure of an asset's liquidity is the spread, which is the gap between the ask and bid prices. When there's more liquidity, often time the spread is narrower.

A financial market is said to be in a bull market when prices are rising or are anticipated to rise. The word "bull market" can refer to anything that is traded, including bonds , real estate, currencies, and commodities, however it is most frequently used to describe the stock market. The term "bull market" is normally reserved for prolonged periods in which a significant share of asset prices are rising. This is because prices of securities increase and fall practically continuously throughout trading. Bull markets frequently last for several months or even years. The opposite of a bear market . Bull-market basics Bull markets are characterized by high levels investor confidence and belief that recent gains will persist for the foreseeable future. Market trends are hard to anticipate. Psychological impacts and speculation can affect markets. There's no uniform bull market metric. Bull market definition: stock prices gain 20% or more from recent lows. Bull mark

A day trader is a type of trader who conducts a sizable number of short- and long-term deals to profit from intraday price movement in the market. Profiting from very brief price changes is the goal of a day trader. Leverage is another tool day traders can employ to boost returns. However, when done improperly, it can also boost losses. Day traders typically hold their positions from just a few minutes up to a few hours. Day trading positions are closed before the end of the trading day, to avoid overnight or after hours risk exposure as a result of disappointing earnings reports and/or negative news. Day trading is an advanced style of trading.

All of the available options contracts for a certain security are listed in an options chain, sometimes referred to as an option matrix. For each listed put and call inside a specified maturity period, together with their expiration and strike values, volume and pricing data are displayed. The chain will normally be divided into calls and puts and classified by expiration date.

The price at which fresh issues of stock are made available to the general public by an underwriter is known as the public offering price (POP). Underwriters must choose a public offering price that will appeal to investors because the primary objective of an initial public offering (IPO) is to raise capital. The soundness of the company's financial accounts, its level of profitability, prevailing trends in the marketplace, growth rates, and even investor confidence are all taken into account by underwriters when determining the public offering price.

The practice of evaluating the viability of a new service or product through study done directly with potential customers. Market research, often known as marketing research, enables a business to identify the target market and obtain consumer comments and other input regarding their interest in the good or service.

A gain is a general increase in the value of an asset or property. A gain arises if the current price of something is higher than the original purchase price. For accounting and tax purposes, gains may be classified in several ways, such as gross vs. net gains or realized vs. unrealized (paper) gains. Capital gains may additionally be classified as short-term vs. long-term in nature.

The term labor market, also referred to as the job market, describes the supply and demand for work, wherein employees supply the labor and employers satisfy the demand. It is a crucial part of every economy and is closely connected to the markets for capital, goods, and services.

A strangle is an options strategy in which the investor owns positions in both a call and a put option with different strike prices, but the same expiration date and underlying asset. If an investor believes the underlying asset will have a large price move in the near future but is unsure of the direction, a strangle is a suitable technique to address this scenario. However, a strangle is profitable only when the asset's price does fluctuate significantly. In contrast to a straddle, which employs a call and put with the same strike price, a strangle uses options with separate strike prices.

Today we cover a day trade we picked up right out of the gate, for a whooping + 30% gain. Watch this video to get the technicals and what to expect moving forward. Good trading! Trading Risk Disclaimer All the information shared is provided for educational purposes only. Any trades placed upon reliance of SharperTrades, LLC are taken at your own risk for your own account. Past performance is no guarantee. While there is great potential for reward trading stocks, cryptos, commodities, options, forex and other trading securities, there is also substantial risk of loss. All trading operations involve high risks of losing your entire investment. You must therefore decide your own suitability to trade. Trading results can never be guaranteed. SharperTrades, LLC is not registered as an investment adviser with any federal or state regulatory agency. This is not an offer to buy or sell stocks, cryptos, forex, futures, options, commodity interests or any other trading securities.

One metric for estimating a company's value is the book-to-market ratio. The ratio contrasts the market value and book value of a company. The historical cost, or accounting value, of a corporation is used to determine its book value . The market capitalization of a company, which is the sum of its share price on the stock market and the number of outstanding shares, determines the market worth of that company. Book-to-market ratio Book-to-market compares book value to market value. Assets minus liabilities equal book value. A company's market value is its share price multiplied by its outstanding shares. Book-to-market ratio helps investors value a company. What Does Book-to-Market Mean If a company's market value exceeds its book value per share, it's overvalued. Analysts consider a corporation undervalued if its book value exceeds its market value. Book-to-market ratio compares a company's book value to its market value. The book value of a company is its histori

Technical analysis indicator based on the notion that the market has geometric and cyclical characteristics. A Gann fan is formed by a set of lines known as Gann angles. These angles are placed over a price chart to display possible levels of support and resistance. Technical analysts use the resulting image to help them predict future price movements.

A measurement of the supply and demand for liquid and tradeable assets. Depth of market (DOM) is based on how many buy and sell orders are active for a certain asset, like a stock or futures contract. The market is deemed to be deeper or more liquid the more of those orders there are. Since it contains a list of pending orders for a securities or currency, depth of market data is sometimes referred to as the order book. Which transactions can be processed is decided using the information in the book. Most internet brokers offer DOM data at no cost or a nominal price.

When two different classes of stock options or futures expire at the same time. Double witching generally happens on the third Friday of each month except for March, June, September, and December. Stock options, index options, stock index futures, and single stock futures are among the assets that may be considered double witching.

An expense ratio (ER), commonly referred to as the management expense ratio (MER), calculates the percentage of assets utilized for management and other operational costs in a fund. By dividing a fund's operating costs by the average dollar amount of its managed assets, an expense ratio is calculated (AUM). The assets of the fund are diminished by operating costs, which lowers the return to investors.

A collective or mutual fund where the money is predominantly invested in common and/or preferred shares. Stock funds can differ, depending on the fund's investing aim and objective.

The voluntary exchange of commodities or services between various economic entities. Because neither party is obligated to trade, a transaction will take place only if both parties believe it will benefit their respective interests. Trade can take on multiple connotations depending on the circumstance. For example, free trade refers to cross-border exchanges of goods and services that are unhindered by tariffs or other trade restrictions, where in financial markets, trades refer to the buying and selling of derivatives, commodities, or securities.

Price sensitivity of an option to changes in the volatility of its underlying asset. Vega is a measure of how much an option contract's price varies in response to a 1% change in the underlying asset's implied volatility.

A steep drop in price action followed by a quick recovery within a limited time period. When displayed on a chart, price activity looks like a "V". For those studying macroeconomics, in particular, a V-shaped recovery depicts the layout of a chart that indicates a period of recessions and a subsequent recoveries. Following a steep decrease in these measurements, a V-shaped recovery entails a fast increase in price, back to or near its upper levels prior to the decline.

A type of exchange-traded fund (ETF) that uses leverage to increase the return of a specific benchmark. Introduced in 2006, ultra ETFs have expanded to encompass a variety of ETFs with underlying benchmarks ranging from broad market indexes like the S&P 500, Nasdaq 100 and Russell 2000 to specific sectors (financial, technology, health care...), industries (semiconductors, biotech, oil and gas exploration and production...), geographical regions (Asia, Europe, Mexico...) and even short-sell holdings (inverse S&P 500, inverse Nasdaq 100, inverse Russel 2000...). Ultra ETFs are often referred to as leveraged ETFs or geared funds.

A downtrend is a steadily declining of stock price, commodity value, or activity on any financial markets. A downtrend is made of a series of lower lows and lower highs over an extended period of time. The downtrend can last anywhere between a few days to several months, and even years.

Percentage of mutual fund holdings sold in a specific period of time.

The hanging man and the hammer are basically the same candlestick patterns. The main difference between the two is in the location where the pattern develops. The bullish version of the hammer appears at the bottom of a downtrend, whereas the hanging man, the bearish version of the hammer, appears at the top of an uptrend. When the hanging man appears at the top of an uptrend or after a series of green candles, and possibly in overbought conditions, this indicates that a reversal is about to occur. In this case the hammer pattern, known as hanging man, is a bearish reversal. However, further bearish confirmation is required. If the next day the price opens below the previous day close and the bears (the sellers) are taking the price down, this is the bearish confirmation that the reversal has occurred.

At the money (ATM) - When the strike price of an option matches the market price of the underlying security, this is known as being at the money (ATM). The delta of an ATM option is 0.50, which is positive for calls and negative for puts. ATM allows for the simultaneous use of call and put options. For instance, if the price of the XYZ stock is $30, both the XYZ 30 call option and the XYZ 30 put option are ATM. In contrast to in the money (ITM) and out of the money (OTM) options, ATM options have no intrinsic value but will still have extrinsic value or time value before expiration. In-The-Money Option Value There are two components to an option's overall value, generally known as the option price: the intrinsic value and the time value. If an option is immediately exercised at the strike price, then the option's intrinsic value is equal to the difference between the strike price and the price of the underlying asset. For example, let's say that both call option and put op

Today we take a look at the technicals for Bitcoin and Ethereum. The crypto market is starting to stabilize above recent lows. There were comments made on Thursday by the Security Exchange commission (SEC) chairman Gary Gensler, signaling that the SEC is supportive of the commodities regulator (CFTC) having Bitcoin oversight. This is a positive sign in the journey toward crypto regulations and market stability. In addition, Ethereum is rolling out their 2.0 version which is currently going well.  The full version of it won't be available until 2023. However, so far all the security concerns and other issues related to the merger has been set aside.  Let's see how the crypto market respond and continues to evolve moving forward. Watch  this video  to get the technical insights. Good trading! Trading Risk Disclaimer All the information shared is provided for educational purposes only. Any trades placed upon reliance of SharperTrades, LLC are taken at your own risk for your own

A computerized system that automatically matches buy and sell orders for securities on the market. ECN trading is particularly useful, when investors from different geographical regions want to carry out a secure transaction without the aid of a third party.

Discussion of the financial performance of a publicly traded company during a specific reporting period, such as a quarter or a fiscal year, between management, analysts, investors, and the media. An earnings report, which provides a summary of the company's financial performance for the time, typically comes before an earnings call.

Divergence occurs when an asset's price moves in the opposite direction from other data or from a technical signal, such an oscillator. Divergence signals that the price trend may be waning and, in extreme situations, may even result in a price reversal. Divergence can be both beneficial and bad. Positive divergence suggests that the asset's price may rise in the future. A move lower in the asset is indicated by negative divergence.

An investor-led initiative to ensure that the top business emitters of greenhouse gases take the necessary climate change measures, to help promote stronger climate disclosures and emission reduction plans.

Net income post-tax, showing the bottom line or profits of the business. Perhaps the most significant and carefully scrutinized statistic in a company's financial filings is its earnings. It displays a company's actual profitability in comparison to analyst forecasts, historical results, rivals' earnings, and peers' earnings in the same industry. Earnings are the primary factor in determining a public company's share price because they can only be applied in one of two ways: either investing them in the firm to boost future earnings, or paying dividends to owners.

A volatility-based technical analysis indicator displaying a moving average line in the center of the channel, along with channel lines above and below the moving average line. Keltner Channel indicator is comparable to Bollinger Bands, which set their bands using the standard deviation. The Average True Range (ATR) is used by Keltner Channels to determine channel distance instead of the standard deviation. Usually, two Average True Range values are established above and below the 20-day EMA for the channels. The ATR determines channel width, while the exponential moving average determines direction. With the use of channel breakouts and channel direction, Keltner Channels, a trend-following indicator, can be utilized to spot reversals and trend directions. When the trend is flat, channels can also be utilized to spot overbought and oversold levels.

A correction in the investment world is typically thought of as a price decrease of 10% or more from a security's most recent peak. Corrections can affect both an index measuring a collection of assets as well as individual assets like a stock or bond. A correction can affect an asset, index, or market for a short while or for extended periods of time—days, weeks, months, or even longer. The typical market decline, however, only lasts three to four months on average.

Investigative technique used by security analysts to gather information and learn more about a specific company. According to the mosaic theory, an analyst must gather all relevant information—public, private, and non-material—about a firm in order to ascertain the true market value of its securities and to provide customers with recommendations based on that knowledge.

Average maturity is the sum of the declared maturity dates of the portfolio's debt instruments for a bond fund , additionally known as average weighted maturity. Generally speaking, the fund is more sensitive to fluctuations in interest rates, which results in larger price fluctuation, the longer the average maturity. A portfolio with a shorter average maturity is typically less volatile and sensitive. Understanding Average Maturity Debt funds engage in various fixed income or debt instruments, each having varied maturity. The maturity date of a bond shows the particular future date on which an investor receives their principal back, i.e. the borrowed cash is fully repaid. Average maturity is the weighted average of the fund's debt securities' current maturities. The weights represent the percentage of each security in the portfolio. Average maturity, which is computed in days, months, or years, aids in determining the average time to maturity of all debt securities owned

An investor's margin account receives a margin call when its value drops below the limit set by the broker. Securities purchased using borrowed funds—typically a mix of the investor's own cash and funds borrowed from the investor's broker—are held in the margin account of an investor. An investor who receives a margin call from their broker is required to add more funds or securities to their account in order to bring it up to the maintenance margin, which is the minimum value that must be maintained in order to avoid a loss. When a margin call happens, the investor has two options: either add funds or marginable securities to the account, or sell part of their existing holdings.

A portion of company's profit that is allocated among all outstanding shares of common stock. The profitability of a corporation is shown by EPS.

A portfolio's investments that includes a wide variety of assets as part of the risk management approach. To reduce exposure to any one asset or risk, a diversified portfolio combines a variety of different asset classes and investment vehicles. This strategy is justified by the idea that a portfolio made up of various asset classes will, on average, produce superior long-term returns and reduce the risk of any given holding or security.

The term Z refers to a Nasdaq-listed security designation that defines a variety of entities. This is one of several fifth-letter identifiers that come after a company's ticker symbol. It denotes that the stock is distinct from individual issue of common or capital stock.

IVERIC bio (ticker: ISEE) announced today positive top line data from their Zimura GATHER2 phase 3 clinical trial. The ticker was in our focus list, so we were able to get an early start of the day trading action. Watch this video to get the technicals and what to expect moving forward. Good trading! Trading Risk Disclaimer All the information shared is provided for educational purposes only. Any trades placed upon reliance of SharperTrades, LLC are taken at your own risk for your own account. Past performance is no guarantee. While there is great potential for reward trading stocks, cryptos, commodities, options, forex and other trading securities, there is also substantial risk of loss. All trading operations involve high risks of losing your entire investment. You must therefore decide your own suitability to trade. Trading results can never be guaranteed. SharperTrades, LLC is not registered as an investment adviser with any federal or state regulatory agency. This is not

The agreed-upon set amount of money that an issuer will give bondholders. Most frequently, it is expressed as a percentage of the bond's face value. One of the market's self-regulating mechanisms, interest rates decline during economic turbulence and increase during expansions.

A momentum indicator that evaluates a security's closing price in relation to a range of its prices over a specific time period. By changing that time period or using a moving average, the oscillator's sensitivity to market fluctuations can be reduced. It uses a 0-100 limited range of values to provide overbought (above 70-80) and oversold (below 20-30) trading signals.

Preference shares, also known as preferred stock, are shares of a company's stock that pay dividends to shareholders ahead of dividends on common stock. Preferred investors are entitled to receive payment from corporate assets before common stockholders in the event that the company declares bankruptcy.

A service that allows investors to purchase mutual fund shares on a regular basis, typically by bank account deductions.

Person or organization that holds and controls more than 50% of the outstanding shares of a corporation. A person or operating entity with a majority stake in the business has enormous power, especially if their shares have voting rights. The ability to vote on certain corporate issues, such as who should serve on the company's board of directors, is granted to shareholders who hold voting shares.

A brief pause of trading for a specific security or securities on one or more exchanges. Trading can be suspended in preparation of a news announcement, to rectify an order imbalance, owing to a technical problem, due to regulatory concerns, or because the price of the securities or index has moved quickly enough to warrant a halt based on exchange rules. Open orders may be cancelled and options may still be exercised when a trading halt is in place.

Scalping is a trading strategy designed to trade and make money off of small movements in the price of a specific company stock. Traders that use this approach are called scalpers. Scalpers execute anything between five and tens of trades in a single day in the assumption that minor changes in stock price can produce larger combined profits rather than just a larger ones. If a tight exit strategy is adopted to prevent large losses, many little profits can readily compound into large gains at the end of day.

A long straddle is an options trading strategy in which the trader buys both a long call and a long put with the same expiration date and strike price on the same underlying asset.

An advanced option strategy that is popular among traders who want consistent returns without spending too much time preparing and executing trades. It can deliver a high likelihood of return as a neutral position for those who have learned to execute it appropriately. Two credit spreads must be made in order to build an iron condor. A credit spread is formed by selling one option (put or call) and then buying another that is more out of the money. The profit is calculated as the difference between the premiums collected for the sold option and the cost of the purchased option. When the options expire, this profit is achieved by either purchasing back the position for a profit or keeping the entire premium.

Rebalancing is the process of getting a portfolio's asset allocation values back to the levels specified by an investment strategy. These levels are meant to correspond with an investor's risk tolerance and potential rewards. Asset allocations are subject to adjustment over time as market performance affects asset values. Rebalancing is the process of regularly buying or selling assets in a portfolio to restore and maintain the initial, desired level of asset allocation.

Tape reading is an old method used by day traders to examine the price and volume of a certain asset. Stock prices were communicated over telegraph lines on ticker tape that included a ticker symbol, price, and volume from around the 1860s through the 1960s. As personal computers and electronic communication networks (ECNs) gained popularity in the 1960s, these technologies were phased out.

The standard technique for determining how well a strategy or model would have performed ex-post. Backtesting examines the performance of a trading strategy using past data to determine its viability. If backtesting is successful, traders and analysts might feel confident using it in the future. Realizing the Value of Backtesting Backtesting is a method for simulating trading strategies with historical data in order to generate outcomes, examine risk, and determine profitability prior to risking real money. A successful backtesting method gives investors confidence that the approach has solid underpinnings and will likely generate returns when put into practice in the real world. A well-executed backtest that produces inferior results, on the other hand, will cause traders to reconsider the approach. A trading strategy can be backtested as long as it can be measured. In order to get their ideas into a testable form, some traders and investors may hire programmers and coding experts. A

According to Lipper Analytical Services of New York, the Lipper Mutual Fund Industry Average measures the performance of all mutual funds. According to the type of mutual fund, such as an aggressive growth fund or an income fund, the performance of all mutual funds is graded quarterly and yearly. The goal of mutual fund managers is to outperform both the industry norm and similar funds in the same category.

Bullish technical pattern. Opposite to the regular head and shoulders pattern, generally used to forecast beginning of a downtrend, the inverted head and shoulder, also known as a "head and shoulders bottom," is used to forecast the beginning of an uptrend. The pattern displays the following features. First, the price of the security falls though a lateral support line (left shoulder). Next price rises just below that support line (now resistance) to retest it, then falls again to a new low (head). From that point price establishes an oversold and solid base, moves upward toward the test prior lateral resistance line (right shoulder) and breaks above it. From that point on, resistance become support and price continues to climb.

A corporate move aimed to reduce the number of existing shares of stock into fewer (higher-priced) shares. A reverse stock split, also referred as stock consolidation or stock merger, divides the existing total number of shares by a number. For example a 1-for-3 reverse split will give one share for every three shares that a qualifying shareholder owns, reducing the number of outstanding shares while increasing their price value by three folds. A stock split, in which a share is divided into many parts, is the opposite of a reverse stock split.