CMEInvestment Banking
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Get what investors say about CME next
1 investor call on CME in the last 90 days (1 bullish, 0 bearish). Follow CME free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what CME did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about CME
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-05 | Rupert MitchellFounder, Blind Squirrel Macro | Bullish | Wealthion | Exchanges and regulated data providers are the 'toll booths' in financials that survive AI-driven disruption… |
| 2026-06-18 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | CME has a durable franchise built over 24 years and the incoming CEO Lynn Fitzpatrick is well-positioned to… |
| 2025-08-17 | Adam ChandlerCo-portfolio manager, Claremont Global | Bullish | Business Breakdowns | CME's vertically-integrated clearing creates a near-monopoly with self-reinforcing network effects across… |
| 2025-07-15 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | CME benefits directly from the gamblification of markets (futures, options volume) and offers a more… |
| 2025-05-07 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Retail trading is a structural and growing revenue driver for CME, with platforms like Robinhood explicitly… |
| 2025-02-18 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | CME is breaking out of a 3-year consolidation to all-time highs after beating revenue and EPS estimates… |
| 2024-09-05 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chit Chat Stocks | Wide-moat derivatives marketplace with durable fee-based economics, 11.6% FCF-per-share CAGR since 2014, and… |
| 2024-03-12 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | The Julia La Roche Show | CME Group is an exceptional, highly profitable exchange business (24x PE despite 14x revenue) with durable… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 21 Oct 2026 | before the open | 3.02 vs 3.02 | +0.3% |
Notable options days
Sessions in the last 120 where CME’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-10-20 | ||||||
| 2026-10-12 | ||||||
| 2026-10-08 | ||||||
| 2026-09-08 | ||||||
| 2026-07-22 | ||||||
| 2026-07-21 | ||||||
| 2026-07-16 | ||||||
| 2026-06-25 | ||||||
| 2026-06-24 |
CME on the Wheel
CME passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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