Wednesday, May 30, 2007

BuyWrite Index as a Timing Tool?

Adam at Daily Options Report has recently been talking about the CBOE S&P 500 BuyWrite Index (BXM) and related products in considerable detail – enough for me to finally take a look at it myself. Between the information on the CBOE site linked above, Adam’s comments and the insights of ETF-friendly blogger ‘Random’ Roger Nusbaum, you can find out just about anything you might wish to know about the BXM and products that utilized covered call strategies. Well, almost anything.

I got to wondering whether or not the BXM might be useful as a timing tool. After spending a little time at StockCharts.com, I put together several ratio charts that compare the SPX to the BXM. In a weekly ratio chart, appended below, I noted that for the last several years when the SPX to BXM ratio approaches 1.80 (or generally makes any 6-12 month high) and rolls over, this has usually provided some advance warning of a significant correction in the SPX over the next two to three months. What particularly caught my attention in the current chart is very high 1.836 moving average reading that appears to be just beginning to roll over.

This ratio is something worth watching; and the BXM and related products (BEP, MCN, and the newly minted ETN, BWV) are another way to think about harvesting volatility in what could be turning into a toppy market.

2 comments:

Anonymous said...

I had looked at the best and worst ETFs and CEFs to get pure volatility exposure (to VIX specifically), and it turns out that one of the best is the Dow call-write fund. Of course, I don't consider data on BWV to be relevant given its age, but it'll definitely be interesting to see if the ETNs provide better performance (though I think in some cases, more accuracy might mean weakly worse performance).

DPD has a good two years of data, so I somewhat trust that estimation.

-Michael J Bommarito II

Anonymous said...

GREAT blog, one of the few that I read often. Have learned a ton here, so thanks for your work!

would be interested to see this chart updated and get your current thoughts on it's applicability. Seemed to be moderately predictive based on what you show and market seems to be getting "toppy"

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