Hey… it’s Katie Schaeffer

May 11, 2026 

Happy Monday!  

If you don’t recognize my name, I’m Katie Schaeffer, daughter of Bernie Schaeffer and COO here at Schaeffer’s Investment Research. 

I wanted to personally reach out before I head to lunch, to share a few things with you. 

Let’s start with what we’re heading into this week… 

  • Stocks are hovering near record highs, driven largely by continued AI and mega-cap tech strength.
  • Inflation data this week is the market’s biggest focus, with traders watching closely for clues to future Fed rate cuts. First release is tomorrow at 8:30AM
  • Volatility risks remain elevated from geopolitical tensions and rising oil prices, even as overall market sentiment remains bullish. 

While most investors are getting steamrolled by this market, Vertical Options Trader continues to target consistent, high-powered returns. 

If that piqued your interest, then let’s dive in… 

Now, if you’ve tried to buy calls and puts to speculate on a stock’s direction, you may have found it sounds much easier than it really is. 

And in a market like we’ve seen in the first half of the year, it has proven to be even harder. But not to worry… there’s nothing wrong with you. 

Many traders have felt this way and experienced similar struggles, BUT I’m here to tell you… there are ways to control risk, reduce losses, and increase the likelihood of success when trading calls and puts… no matter the direction of the market. 

In addition to that, making triple-digit gains. 

Sounds too good to be true? Well, to a lot of traders, yes… but not to members of Vertical Options Trader. 

You see, a few years ago we accepted a handful of selected options traders into our service created around this idea of “little to no risk and maximum reward.” 

And the results were better than expected. Proving one thing… 

Growing a portfolio steadily with minimal risk while still maximizing profits is in fact possible! 

We’ve done it, and now we want to bring in another small set of investors to see how our “spread” strategy can change the way you trade for good. 

Before I go any further, Bernie always relies on one thing for our clients… actions. 

Here’s how just 2 of our most recent closeouts performed: 

📈 161% on Strategy 

📈 135.4% on iShares MSCI South Korea 

What’s even better about this service? 

Bernie picks out these trades single-handedly and he’s getting ready to deliver his picks for May and we want you in on them… 

As you may know, my father, Bernie Schaeffer, has over four decades of personal experience trading the options market…  seeing, and trading different market trends and variations… 

That’s why he’s the best at what he does. He knows how to pivot and move seamlessly through any market. 

And at a time when it was most needed, we deployed Vertical Options Trader built around a lesser-known trading strategy. 

Here’s how it works… 

Whether an underlying stock price is trending down or trending upwards, this strategy is set so you profit big regardless. 

In theory, it doesn’t matter precisely where the strike price is relative to the underlying stock, providing that the options that you write are cheaper than those that you buy. 

The purpose here is to basically reduce your overall investment in owning specific options contracts and therefore limit any potential losses.  

If the contracts you have bought expire out of the money and are worthless then the contracts you have written will be worthless as well. 

Making sure your losses are limited… regardless of which way the price of the underlying stock moves. 

So, your loss will simply be the difference between the money you invested in buying and the money you recouped through selling, your losses cannot be a dime higher than that. 

The ideal scenario that we optimize for Vertical Options Trader is that the underlying stock moves only moderately in price. 

Given the nature of the spread, the contracts you own may increase in value and enable you to make a profit while the contracts you have written never make it in the money and expire worthless: meaning you effectively profit on both aspects of the trade. 

Do you see how this could be a game changer for how you trade options… 

Your First Batch of Trades Could Arrive on Friday, May 15! 

With Vertical Options Trader, you’re entitled to at most 5 profit-primed trade recommendations each month, and each recommendation will hit your email on the third Friday of each month. 

All of that, for an entire year, costs current traders $1,995. 

But because you’re reading this right now, the price has dropped down to only $95. 

AND… 

BONUS GIFT

This is not just a 12-month subscription. 

I wanted to do something to make this offer truly special for you… so, I’d like to offer you LIFETIME access to Vertical Options Trader. 

That small one-time fee above would provide you with up to 60 trade recommendations every year. No renewal fees, no hidden costs. 

You’re entitled to EVERY trade setup we deliver through this trading program without paying another dime after today. 

Not many traders get that chance. But you do. 

Click below to finalize your discounted access…

Join Vertical Options Trader

Sincerely,

Katie Schaeffer

Chief Operating Officer 

Schaeffer’s Investment Research
📧service@sir-inc.com
📞 1-800-448-2080
🌍 1-513-589-3800 International

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© 2026 Schaeffer’s Investment Research 

5151 Pfeiffer Road, Suite 450
Cincinnati, Ohio 45242, United StatesTerms of Service 

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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