Daily Commentary: April 07, 2025

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Waiting For That Capitulation

Posted by Pete Stolcers on April 07
www.oneoption.com

This market drop is severe and we are going to see a bounce.

PRE-OPEN MARKET COMMENTS MONDAY – I believe that this market decline is mechanical. Funds are adjusting their risk exposure and after a move of this magnitude, quant models are all out of whack. Rising margin calls are adding selling pressure and option IVs are sky high.

You don’t get these opportunities more than once every couple of years. You do need to be an options trader.

I am looking to sell naked out of the money puts on stocks I like and I want to take advantage of inflated option IVs. I am willing to take assignment.

I am watching for a capitulation low and this could be the day. It has to look just like the image below and the buying off of the low needs to be relentless. No pauses, just straight up. If we don’t have that, you can still sell the puts, it just means that we will be waiting another day or two for the pattern.

Be patient. I view trading from the short side as very risky here and I am willing to stay sidelined until I see that pattern. In the mean time, I will be selling some OTM puts on stocks with RS.

Support is at SPY $480 and resistance is at the close from Friday.

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