Outlet profile

Schaeffer's Investment Research

U.S. financial/investment advisory — market-focused, not politically oriented

Owned byPrivately held; founded and led by Bernie Schaeffer, who serves as CEO and chairman

FundingSubscriptions and fees for options trading alert services, newsletters, educational courses, and premium analytical products

On the administrationmostly neutral

Background

Bernie Schaeffer founded the firm in 1981, the same year he launched the flagship Bernie Schaeffer's Option Advisor newsletter, one of the earliest retail-facing options advisory publications in the United States. The firm grew alongside the expansion of the U.S. options market, developing a proprietary framework called 'Expectational Analysis,' a contrarian approach that looks for divergences between investor sentiment, technical trends, and fundamentals. Schaeffer's has remained privately held and self-funded throughout its existence, generating revenue through tiered subscription products ranging from free market commentary to premium real-time trade alerts. By the 2010s the company had broadened into digital delivery — email and text-based trade alerts — and online education. The firm estimates annual revenues in the range of $25–50 million and employs roughly 50 people. Because it is a financial advisory and research publisher rather than a journalistic news organization, it has no formal editorial page and carries no disclosed political affiliation; its market commentary references government policy only when relevant to trading conditions. No significant regulatory actions or major editorial controversies have been publicly reported against the firm.

Sources

Profile compiled 2026-08-03; refreshed when ownership, funding, or the administration changes.

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