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

A shift in the options pits may create additional tailwinds for drug maker Eli Lilly And Co. (LLY), explains Ferdanda Horner, an analyst with Bernie Schaeffer's advisory service, Schaeffer's Investment Research.
The shares of communications and networking concern Juniper Networks, Inc (JNPR) looks like they reached their peak late last month, coming in at a nearly three-year high of $29.77 on Aug. 25, notes Lillian Currens, deputy editor of Bernie Schaeffer's advisory service, Schaeffer's Investment Research.
Cannabis name Tilray Inc. (TLRY) is making headlines; the firm announced a deal to purchase $165.8 million in convertible debt from U.S. rival MedMen Enterprises (MMNFF), reports Fernanda Horner, contributing editor to Bernie Schaeffer's trading and options service, Schaeffer's Investment Research.
Bernie Schaeffer — editor of Schaeffer's Investment Research — has been a leading authority in stock, options and trading education for 40 years. Here, he updates his 2021 Top Pick, Charles Schwab (SCHW), which has gained 40% so far this year.

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.