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Options desk: week plan, Mon Oct 19 – Fri Oct 23 2026

As of Mon Oct 19 2026, 3:50 PM EDT. Paper only: nothing here has a tested edge. Every real order is placed by hand by the trader in the Webull app; no agent places orders and the halt file stays.

Day by day

Mon Oct 19
  • desk Done today: lists pulled from all three sites, 266 names graded (5 A, 12 B), 17 paper picks in the journal.
  • build Done today: money-lane locator + guard; the Webull token works again (3:49 PM), so the live chain is back.
  • desk 4:15 PM: first mark at the bid, run by hand (mark_journal.py).
  • kalshi 6:00-8:30 PM: football odds probe (Pinnacle vs DraftKings vs a 10-book average).
  • earnings FITB BTO, STLD, WRB, CCK, SMMT, AGNC …
  • econ 10:00 AM NAHB/Wells Fargo Housing Market Index, October. Already out: 29, down 3 from 32.; ~11:30 AM Treasury auctions: 13-week bill ($95B) and 26-week bill ($82B); 4:15 PM Fed H.10 and H.15 releases. Commercial paper is at 1:00 PM.
Tue Oct 20
  • desk ~10:00 AM scan + grade, ~1:00 PM rescan, both by hand (after the opening spreads settle).
  • build Rerun the morning scan's Webull capital-flow step now that the token works (it returned 0 on Monday).
  • exit 4:15 PM mark: DRAM 49.5C is at its close-by day, so it closes at the bid unless it hit target or stop first.
  • kalshi ~3:00 PM: the last 4 live weather positions settle (live weather is paused).
  • earnings GE, NFLX, RTX, ISRG, CB, COF, GM …
  • econ 8:15 AM ADP weekly employment change; 8:30 AM Housing starts and building permits, September (Census); 10:00 AM Pending Home Sales Index, September (NAR); 10:00 AM State employment and unemployment, September (BLS) …
Wed Oct 21
  • desk ~10:00 AM and ~1:00 PM scans, 4:15 PM mark.
  • build Timers for the 10 AM / 1 PM scan and the 4:15 PM mark, if Monday's and Tuesday's hand runs worked (proposed day).
  • needs the trader Webull paper sandbox: wire it in only if the trader has applied for the sandbox keys (about 5 minutes of the trader's time).
  • earnings META AMC, TSLA AMC, LRCX AMC, PM BTO, TMO BTO, TXN AMC …
  • econ 7:00 AM MBA mortgage applications; 10:00 AM Usual Weekly Earnings, Q3 (BLS); 10:30 AM EIA crude oil inventories; ~11:30 AM Treasury 17-week bill auction (size not yet announced) …
Thu Oct 22
  • desk ~10:00 AM and ~1:00 PM scans. From today, Oct 23 contracts are under the 2-day minimum, so new picks expire Oct 30 or later.
  • exit 4:15 PM mark: close-by day for the 13 open picks that expire Fri Oct 23. First big batch of closed picks.
  • build Combined conviction score: one score per ticker from the score card fields (proposed day).
  • earnings PG BTO, UNP, VLO, LMT BTO, NEM, WDC AMC, BX …
  • econ 8:30 AM Initial jobless claims, week ending Oct 17 (DOL). Prior: 199K.; 10:00 AM Conference Board Leading Economic Index (LEI); 10:30 AM EIA natural gas storage; ~11:00 AM Kansas City Fed manufacturing survey, October …
Fri Oct 23
  • desk ~10:00 AM and ~1:00 PM scans, 4:15 PM mark.
  • desk Review checkpoint: count closed picks by grade and read A vs B vs zero (see below).
  • kalshi Sat Oct 24: college football probe, same three-way odds record.
  • earnings AXP BTO, SLB BTO, INFY BTO, FCNCA BTO, BAH, BCPC BTO …
  • econ 9:45 AM S&P Global flash US PMIs (manufacturing, services, composite), October; 10:00 AM UMich consumer sentiment, FINAL October; 4:15 PM Fed H.8 release

Every day: scans around 10:00 AM and 1:00 PM ET, after the opening spreads settle; the journal is marked at the bid around 4:15 PM ET. Build items marked "proposed day" are a plan, not a promise. Bold earnings names have an open pick.

What to watch: earnings this week (names on tastytrade's curated lists)

DayBiggest by market cap · BTO = before the open, AMC = after the close (blank = not given)
Mon Oct 19
27 names
FITB · BTOSTLDWRBCCKSMMT on list (C)AGNC on list (C)WTFCZIONWAL · AMCBOKFCLF on list (C)FNB · AMC
Tue Oct 20
52 names
GE on list (C)NFLX on list (C)RTX on list (C)ISRGCBCOFMMM on list (C)NOCGM open B pickMSCI · BTOUAL · AMCHAL on list (C)
Also on our graded list: KEY (C), ALLY (C), ALK (C)
Wed Oct 21
91 names
META · AMC on list (C)TSLA · AMC on list (C)LRCX · AMCPM · BTOTMO · BTOTXN · AMCIBM · AMCABT on list (C)NEE · BTODHR · BTOT · BTO on list (C)CME · BTO
Also on our graded list: CSX (C), LVS (C), KNX (C), QS (C)
Thu Oct 22
132 names
PG · BTO on list (C)UNPVLOLMT · BTONEM on list (C)WDC · AMCSPOT · BTOBX open B pickCMCSA · BTONSCHONBE · AMC
Also on our graded list: NOK (C), BBD (C), PCG (C), TSCO (C), AAL (C), MXL (C), ITGR (C)
Fri Oct 23
24 names
AXP · BTOSLB · BTOINFY · BTO on list (C)FCNCA · BTOBAHBCPC · BTORITM · BTO on list (C)FLG on list (C)GNTXFHBGRCTMP

Source: tastytrade market metrics saved Oct 19 ~2:00 PM ET (expected report dates). Unverified against each company's own announcement. A separate web check (market calendars, secondary) puts GM before the open Tue (results ~6:30 AM), NFLX after the close Tue (~4:01 PM), META, TSLA and IBM after the close Wed, BX and PG before the open Thu, AXP and SLB before the open Fri. Earnings before an option's expiry caps a pick at grade B, because implied volatility usually drops right after the report.

What to watch: US economic calendar

DayTime (ET)EventLinkStatus
Mon10:00 AMNAHB/Wells Fargo Housing Market Index, October. Already out: 29, down 3 from 32.sourceCHECKED (date from TE at 14:00 UTC; the reading is on NAHB's page)
Mon~11:30 AMTreasury auctions: 13-week bill ($95B) and 26-week bill ($82B)sourceDate and size CHECKED; time UNVERIFIED (usual bill close)
Mon4:15 PMFed H.10 and H.15 releases. Commercial paper is at 1:00 PM.sourceCHECKED
Tue8:15 AMADP weekly employment changesourceCHECKED (TE 12:15 UTC)
Tue8:30 AMHousing starts and building permits, September (Census)sourceCHECKED
Tue10:00 AMPending Home Sales Index, September (NAR)sourceCHECKED
Tue10:00 AMState employment and unemployment, September (BLS)sourceCHECKED
Tue~11:30 AMTreasury 6-week bill auction ($95B)sourceDate and size CHECKED; time UNVERIFIED
Tue—Treasury buyback announcementsourceCHECKED (secondary, no time given)
Tue4:30 PMAPI crude inventoriessourceCHECKED (TE shows 8:30 PM, assumed UTC)
Wed7:00 AMMBA mortgage applicationssourceCHECKED (TE 11:00 UTC)
Wed10:00 AMUsual Weekly Earnings, Q3 (BLS)sourceCHECKED
Wed10:30 AMEIA crude oil inventoriessourceCHECKED (TE 14:30 UTC)
Wed~11:30 AMTreasury 17-week bill auction (size not yet announced)sourceDate CHECKED; time UNVERIFIED
Wed1:00 PMTreasury 20-year bond reopening auction ($13B) (CUSIP 912810UX4)sourceCHECKED
Thu8:30 AMInitial jobless claims, week ending Oct 17 (DOL). Prior: 199K.sourceDate CHECKED from Newsquawk and TE (12:30 UTC). The DOL's own schedule was not fetched.
Thu10:00 AMConference Board Leading Economic Index (LEI)sourceCHECKED
Thu10:30 AMEIA natural gas storagesourceCHECKED (XTB)
Thu~11:00 AMKansas City Fed manufacturing survey, OctobersourceDate CHECKED; time UNVERIFIED (the KC Fed page gives no time)
Thu~11:30 AMTreasury 4-week and 8-week bill auctionssourceDate CHECKED; time UNVERIFIED
Thu1:00 PMTreasury 5-year TIPS auction, new issue ($26B) (CUSIP 91282CRR4)sourceCHECKED
Thu4:30 PMFed H.4.1 balance sheetsourceCHECKED
Fri9:45 AMS&P Global flash US PMIs (manufacturing, services, composite), OctobersourceCHECKED (TE 13:45 UTC; XTB 2:45 PM UK time). S&P's own calendar returned 403.
Fri10:00 AMUMich consumer sentiment, FINAL OctobersourceCHECKED. The primary source says "Final". XTB's "Preliminary" label is wrong.
Fri4:15 PMFed H.8 releasesourceCHECKED

The Fed is in its pre-meeting quiet period all week (FOMC meets Oct 27-28; quiet period Sat Oct 17 – Thu Oct 29), and the Fed's October calendar lists no speeches or testimony Oct 17-29, so expect no Fed policy speakers. Next week's anchors: durable goods + new home sales Tue Oct 27, FOMC decision Wed Oct 28 2:00 PM, Q3 GDP + September PCE Thu Oct 29. No shutdown or schedule change found for this week. Checked = seen on a fetched page for this date; "secondary" = a market calendar, not the agency itself (yellow); unverified = usual schedule only. Web check done 3:55 PM ET Oct 19; full list with all 21 sources in the repo.

Open paper picks (A and B) and their exit dates

GradeContractWhyEntry at ask (cost)Take profit, bidStop, bidClose by
ADRAM 49.5C exp 10/21up from call buyers, bull delta; IV rank 26$0.51 ($51)≥ $1.02≤ $0.262026-10-20
ACORZ 13P exp 10/23down from put buyers, put flow, bear delta; IV rank 40$0.26 ($26)≥ $0.52≤ $0.132026-10-22
AIREN 26P exp 10/23down from put flow, bear delta; IV rank 50$0.61 ($61)≥ $1.22≤ $0.302026-10-22
AMARA 7P exp 10/23down from put flow, bear delta; IV rank 31$0.16 ($16)≥ $0.32≤ $0.082026-10-22
ANVO 38P exp 10/23down from put buyers, bear delta; IV rank 28$0.32 ($32)≥ $0.64≤ $0.162026-10-22
BBMNR 21P exp 10/23down from put flow; IV rank 17$0.46 ($46)≥ $0.92≤ $0.232026-10-22
BBX 103P exp 10/23down from put flow; IV rank 50; earnings 2026-10-22 before expiry$1.45 ($145)≥ $2.90≤ $0.722026-10-22
BCCJ 80P exp 10/23down from bear delta; IV rank 23$1.24 ($124)≥ $2.48≤ $0.622026-10-22
BCVNA 56P exp 10/23down from put flow; IV rank 42$0.88 ($88)≥ $1.76≤ $0.442026-10-22
BEWZ 43C exp 10/23up from bull delta; IV rank 97 (expensive)$0.37 ($37)≥ $0.74≤ $0.182026-10-22
BGM 80P exp 10/23down from put buyers, put flow; IV rank 53; earnings 2026-10-20 before expiry$1.35 ($135)≥ $2.70≤ $0.682026-10-22
BKO 93P exp 10/23down from put buyers, bear delta; IV rank 65 (expensive)$0.47 ($47)≥ $0.94≤ $0.232026-10-22
BPEP 135C exp 10/23up from call buyers; IV rank 26$0.69 ($69)≥ $1.38≤ $0.342026-10-22
BVZ 43.5P exp 10/23down from put buyers; IV rank 75 (expensive)$0.28 ($28)≥ $0.56≤ $0.142026-10-22
BHPQ 29P exp 10/30down from put flow; IV rank 47$0.51 ($51)≥ $1.02≤ $0.262026-10-29
BJOBY 4.5P exp 10/30down from put flow; IV rank 69 (expensive)$0.16 ($16)≥ $0.32≤ $0.082026-10-29
BPYPL 54P exp 10/30down from put flow; IV rank 59; earnings 2026-10-27 before expiry$1.30 ($130)≥ $2.60≤ $0.652026-10-29

From the Oct 19 journal (entries 1:57-2:31 PM ET, Cboe prices ~15 min delayed). 1 close by 2026-10-20 · 13 close by 2026-10-22 · 3 close by 2026-10-29. Exits are checked once a day at the 4:15 PM mark, so an intraday touch is not seen. Fidelity's flow scans cannot tell a hedge from a bet.

Review checkpoint, Friday

≥ 14 of ~40
  • Fact from the close-by dates: at least 14 of Monday's 17 picks will be closed by the Thu Oct 22 mark (1 on Tue, 13 on Thu); 3 run to Oct 29 unless they hit target or stop.
  • Estimate: picks added Tue and Wed with Oct 23 expiries also close Thu, so if each day adds picks at Monday's rate, Friday could be near 40 closed. Unverified; depends on how many A/B names each day produces.
  • The test: does A beat B, and beat zero, after the spread and fees? Monday had only 5 A picks, so A will be thin by Friday; read it as a first look, not a verdict.

Kalshi this week

  • Mon 6:00-8:30 PM: football odds probe, Pinnacle vs DraftKings vs a 10-book average.
  • Tue ~3:00 PM: the last 4 live weather positions settle; live weather is paused.
  • Sat Oct 24: college football probe.
  • Then: decide whether to cancel the Odds API subscription (it renews around Nov 16).
  • All week: the paper desks keep running; the judge rule needs about 30 days.
  • Waiting on the owner: the board's first goal for the Kalshi machine.

Ideas / TODO