Yahoo Finance article from last month: https://finance.yahoo.com/news/5-things-need-to-happen-before-the-market-turns-around-145106875.html

Topics covered:
1) 0:00 Announcements
2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000)
3) 4:30 Stock Review – Energy: XLE (ETF), OIH (ETF), XOP (ETF), DVN, APA, OXY, FANG, HP, DRQ
4) 8:50 Stock Review – Commodity Related: CF, LXU, SQM, CCJ, ATI, CENX
5) 12:30 Stock Review – Watch List/General Ideas/Commentary: CLH, HRMY, SWCH, PRCT, PING, PANW, BROS
6) 16:00 Stocks near buyable ranges: SM, EOG
7) 17:00 Conclusion/Summary

Market Summary:
A few members have asked me if most of the bad news (interest rate hikes, inflation, etc.) is already priced in the market. Of course, no one knows, but my direct answer is we will see the technicals improve when the market is ready for a new, sustained uptrend. Last month, I wrote an article for Yahoo Finance talking about the 5 things I need to see before I’m more confident in a new uptrend (you can find it in link above). The most important factor is for the price action of stocks to improve and to see more consistency from the big institutions. For example, Tuesday of this week was a strong up day for the Nasdaq Composite on decent volume, but Wednesday saw most of the gains given back on heavier volume. The point here is that in a healthier market, we would see more consistency.

The conclusion is the same: Stay defensive and be patient until market conditions improve. In this video, I review many stocks that I’ve discussed recently. For the sake of time, I can’t review all the stocks, so please make sure to use the same guidelines on any stocks/ETFs not covered. Use the 21-day as your guide (especially for pullback buys) and use any Friday decisive close below the 10-week moving average as a suggested stop. Again, please don’t overthink the macro picture. You’ll drive yourself crazy. Just be patient until we see better health. Thank you and good luck for the remainder of the week.

Unusual Option Activity
4/20/22 Mosaic (MOS) opening sales of 2,000 September $48 puts for $1.42 to $1.40
4/20/22 Cameco (CCJ) buyers of the September $28 calls here for $5.50 to open, over 2500X
4/20/22 Cameco (CCJ) the June $29 calls now also seeing buyers 1800X for $3.60
4/20/22 EQT Corp (EQT) with 1000 Jan $45 calls bought for $8.22 and spread w/the $55 calls for $4.87 as bullish flow continues
4/20/22 Nutrien (NTR) buyer of another 1000 June $115 calls for $6.40 today
4/20/22 Schlumberger (SLB) with 1000 July $42.50 calls bought today up to $3.90 with earnings on 4-22
4/20/22 Zillow (Z) buyers of the May $47 calls for $3.75 to open today, over 1250X
4/20/22 Freeport McMoran (FCX) with 1,500 September $45 puts sold to open this morning near $3.60
4/20/22 Applied Materials (AMAT) with 1000 January 2024 $110 calls opening today up to $31.40
4/20/22 Applied Materials (AMAT) also a buyer of 500 May $121 calls for $5 today
4/19/22 Devon Energy (DVN) with over 2,500 October $40 puts sold to open near $1.75
4/19/22 Marathon Oil (MRO) with 2,400 Sept $29 calls bought up to $2.86 to open, follows large July call buys last week
4/19/22 Apache (APA) with 1000 October $27.50 puts sold to open today for $1.10
4/19/22 Apple (AAPL) with over 12,750 May $162.50 puts sold to open from $5.25 to $5
4/19/22 Apple (AAPL) also with 10,000 April 29th (W) $172.50 calls sold to open for $1.20
4/19/22 Salesforce (CRM) with 1325 July $150 puts sold to open for $3 today
4/19/22 Microsoft (MSFT) with 1200 November $205 puts sold to open for $4.65 this afternoon
4/18/22 Apache (APA) late buyers of 2000 June $45 calls for $3.50 to open
4/18/22 Nvidia (NVDA) with 1000 May $200 calls bought for $24.75
4/18/22 Exxon (XOM) with 1000 June 2023 $85/$65 bull put spreads opening for $6.80
4/18/22 Chevron (CVX) similar to Exxon seeing 1000 June 2023 $175/$130 bull put spreads open for $16.50
4/18/22 Cameco (CCJ) with 4000 Sept $32 calls bought for $4.60, spread with the $40 calls that may be adjusting back
4/18/22 Mosaic (MOS) with 1,500 May 13th (W) $80 calls bought up to $5 to open, earnings on 5-2
4/18/22 Salesforce (CRM) with 5000 July $165 puts sold to buy the $200/$230 call spread for a net $1.04
4/18/22 Eli Lilly (LLY) with 800 July $270 puts sold to open today for $7.90 to $7.80
4/18/22 Biotech ETF (XBI) with over 20,000 May $95 calls bought up to $1.10 while the June 2023 $110/$120 call spread bought 2000X
4/18/22 Energy ETF (XLE) with 4,000 May $74 ITM calls and 5,500 May $76.50 ITM calls being bought today
4/18/22 Energy ETF (XLE) also a buyer of 10,000 June $84 calls for $2.71 as the $80 calls adjust higher
4/18/22 Apple (AAPL) with 1,500 June 2024 $160 puts sold to open for $23.45 today
4/18/22 Apple (AAPL) also the May $165 calls being sold to open today for $5.60/$5.70, over 22,500X
4/18/22 Devon Energy (DVN) with over 1300 June $55 puts sold to open today from $2.37 to $2.33
4/18/22 Whiting Petroleum (WLL) similar to Devon seeing the May $75 puts sold to open today for $1.90