Chapter Introduction

This chapter covers options on futures. The buyer holds a right and pays a premium; the writer holds an obligation and posts margin. The strategy units apply that asymmetry to hedging, speculation, and spreads.


What You'll Learn

UnitFocus
Option TheoryLong and short options, premium, payoff, and margin
Option Hedge StrategiesLong puts for sellers and long calls for buyers
Option Speculative StrategiesLimited-risk substitutes and synthetic positions
Option Spread StrategiesVertical, calendar, and arbitrage spreads

Chapter Strategy

Start every options problem by identifying the underlying futures position created at exercise. Then separate the option payoff from the cash-market position. An option hedge can set a futures-price-equivalent floor or ceiling, but the actual cash result can still change with basis.

Start Option Theory