When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more
7While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to a six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three-day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more
Mad Hedge Technology Letter
April 3, 2020
Fiat Lux
Featured Trade:
(THE MUST-HAVE APPS FOR NEW HOME WORKERS)
Here are a few hacks as millions enter the new world of digital nomadism – home as an office is now a sink-or-swim proposition.
I can tell you that after the 6.6 million unemployment claim number dropped like a bomb, many more people will be forced to get trained up as aspiring remote workers.
Sure, groceries stores are still hiring, but the health scare will funnel many future workers to stay in the confines and cleanliness of their own homes to generate income.
Another lasting effect will be supercharging the digital economy by forcing both supply and demand onto the internet.
Think about how much the cloud has helped us already and now the industry has developed to the point where digital nomads are using these services to underpin their daily operations.
First, I will make a few assumptions such as businesses have already discovered certain “can’t miss” services such as Microsoft Teams Office 365 that delivers us the beauty of Microsoft Word, Excel, PowerPoint.
G Suite’s array of highly powered instruments are another assumption I will imbed into this discussion as most people have integrated them into their lives.
These tools consist of Google Docs, a cloud-based Microsoft Word alternative; Google Sheets, a cloud-based Microsoft Excel alternative; Google Slides, a cloud-based Microsoft PowerPoint alternative; and Google Drive, a cloud storage app.
Google Docs and Google Drive are particularly useful collaboration software for remote teams who need storage and teamwork rolled into once set of services.
Many businesses are reliant on Facebook to sell their physical products, therefore, taking advantage of a News Feed Eradicator for Facebook will come in handy.
After the Facebook’s login, users are thrown into the insane vortex of streaming jargon that is now Facebook’s news feed and hours can be wasted for months on end.
Sure, it’s nice to catch up with a high school girlfriend, but that won’t generate outperformance.
Klokki for Mac is an automatic time-tracking app that will boost productivity by maximizing the thing we never have enough of - time.
With its ability to create custom tracking rules, you will be able to track time by automating this process.
Besides the Auto-Tracking technology, Klokki delivers the power of a massive tool packed in one small and beautiful Mac app that lives and breathes on your menu bar.
Also, these functions can be useful for upper management who can track employees who are now all working at home.
It’s not a secret that this migration to 100% digital work from home doesn’t sit well with many managers who thrive by micromanaging, this software puts the control back into the managers’ hands.
1Password is a name that's representative of password managers. It's been around since 2006, offering support for a growing list of devices.
Right now, you can access your 1Password and the software will store and fill your passwords.
Even for a company of 10 people, management will not want crucial passwords floating around gifting hackers an easy way into their fortress who then might destroy the inner workings of a business.
vidIQ is a robust tool for the creative companies out there since many media products have offshored onto YouTube to leverage uploading free videos to a monetizable audience.
Of course, Adobe photoshop is great for those who actually need to create the media content, but with the vidIQ Competitors Tool, you’ll get a unique peek behind the curtain at what your competitors are doing to rank highly and attract those golden views and subscribers.
That’s the beauty of data analytics and this hack will enable you to measure up your rivals.
You’ll be able to instantly track the video creators who are important to your channel, whether they are big influencers setting trends in your sub-sector, or channels delivering breakthrough content.
The Competitor Tool allows you to piggyback on the competition and leverage what they do right for your own YouTube strategy.
Weirdly enough, tracking others to keep tabs on the competition is important to understand the changing dynamics of the internet and sub-sectors in it.
And the best way to track your own keywords are by Google Alerts – if a news article trends with selected keywords then an email it sent with direct links to the relevant article.
Email Hunter is another app that is self-explanatory.
If you cannot find someone’s email, then plug in the name and this app will scrape the internet to find public places that could retrieve this information.
In a digital world where email is the best way to get to know a customer, this app is a diamond in the rough.
Since every company is now turning into a media company, cloud storage and ample space is needed to import and export big media files.
Services that are reliable are Dropbox, Box, Google Drive and many others.
Slack is a potent app that is email on steroids and is more widely used than ever. Another alternative is Microsoft Teams that has also been easily integrated into its set of products.
Lastly, video conferencing apps are the closest service that can provide a meeting to hash out those hard-to-quantify issues.
A company can almost not function if it doesn’t have Zoom and at the end of December last year, the maximum number of daily meetings conducted on Zoom was approximately 10 million, according to the company. In March this year, they recorded more than 200 million daily users.
Zoom is now ranked as the number two app in the UK and number one in the US, after its surge in popularity.
With these optimal apps supporting remote business, many will be able to survive this deep recession and even up-skill themselves and enjoy a fruitful recovery as they work from home.
Mad Hedge Biotech & Healthcare Letter
April 3, 2020
Fiat Lux
Featured Trade:
(THE BIOGEN PARTNERSHIP THAT MAY SAVE YOUR LIFE)
(BIIB, (VIR)
The global economy has been dealt a massive blow because of the coronavirus disease (COVID-19), which has now spread across 181 countries -- and it’s showing no signs of stopping anytime soon.
The recent situation report reveals that COVID-19 has caused over 53,975 deaths and more than 1,030,000 confirmed cases worldwide.
To add to that, the International Monetary Fund recently disclosed their concerns that the pandemic could push the world economy on the brink of a depression. What’s worse is that the fear brought by this possibility is already mirrored by major stock indexes across the globe.
Amid the economic turmoil, the Trump administration came up with an emergency package worth $2 trillion in an effort to help companies particularly in the aviation and healthcare sectors.
However, that won’t be enough in the long run, not even by a little bit.
This is why several biotechnology companies have been scrambling to find a vaccine and a treatment for this quickly spreading disease.
In March, Biogen (BIIB) announced its decision to team up with Vir Biotechnology (VIR) to join the race in looking for a cure for COVID-19.
Due to the urgency of the situation, both companies took an unusual move to simply start working together before even finalizing the details of the agreement. What they only have at the moment is a signed letter of intent.
What we know so far is that Biogen will take charge of the cell line and process development along with the manufacturing of Vir’s monoclonal antibodies.
Vir is a biotech company developing treatment for infectious diseases; its partnership with Biogen will help the smaller biotech to manufacture its COVID-19 drug candidate on a bigger scale. It’s also interesting that the company’s current CEO served as Biogen’s CEO up until 2016.
Prior to this deal, Vir has long been regarded as a biotech company with a strong financial position.
In the third quarter of 2019, the company raked in $320.2 million in cash, cash equivalents, as well as short-term investments. Vir’s balance sheet shows roughly $22.5 million in terms of long-term liabilities. Its recorded $1.4 million in revenue for the quarter.
In terms of its COVID-19 efforts, the company started working on a potential cure in January. Basically, Vir is looking into its library of antibodies to find which one could be used to neutralize the novel coronavirus.
This is actually promising since the company already succeeded in utilizing the same technique for Middle East Respiratory Syndrome (MERS) and Severe Acute Respiratory Syndrome (SARS), which are also caused by coronaviruses.
Apart from its COVID-19 efforts, Vir’s pipeline includes a number of potential vaccines and treatments for tuberculosis, HIV, and Hepatitis B Virus (HBV).
If you’re planning to buy this stock, make sure to do so before its lock-up period expires on April 8 to maximize your money’s worth.
Between the two companies though, Biogen has been gaining more attention as a more attractive investment since it’s a blue-chip stock selling for cheap these days.
Biogen is a frontrunner in the multiple sclerosis and spinal muscular atrophy space. The giant biotech is also a leader in the development and manufacturing of biosimilars, which are cheaper versions of biologically based therapies.
Its pipeline also has a number of high-value clinical assets particularly for hard-to-treat neurodegenerative diseases like Alzheimer’s and Parkinson’s.
Its acquisition of Nightstar Therapeutics and recent partnership with Sangamo Therapeutics (SGMO) have also transformed Biogen into one of the red-hot players in the emerging gene therapy market.
Biogen is also sitting on $4.5 billion in cash with a relatively reasonable debt-to-equity ratio of 48.2.
Hence, this giant biotech has no issues paying a dividend and can also be considered more or less immune to the threats of COVID-19. This makes it a stock capable of weathering the ongoing pandemic and even the resulting economic crisis.
Looking at the pipeline of the company, Biogen currently has over 25 drug candidates. Five are already in Phase 3. Meanwhile, its win against Mylan’s (MYL) for its blockbuster Tecfidera ensures that Biogen won’t face competition for this moneymaker until 2028.
However, all eyes are focused on its Alzheimer’s drug Aducanumab.
Since the company’s announcement of this treatment, investors have been on a rollercoaster ride with Biogen withdrawing and eventually going back in.
If it gains approval, Biogen shares will definitely soar. If the drug gets rejected, then the stock will suffer from short-term losses.
According to the Alzheimer’s Association, there are 5.8 million people afflicted by the disease in the United States alone. Needless to say, this represents a lucrative market for Biogen.
With a healthy balance sheet overall and a steady near-term outlook, Biogen is an attractive stock for bargain hunters looking to add a pretty cheap large biotech stock in their portfolio.
The indiscriminate wave of selling brought about by the pandemic has clearly opened a once-in-a-lifetime opportunity, particularly for patient investors. The fact that Biogen is part of Buffett’s own portfolio doesn’t hurt its case either.
“I'd rather Apple cannibalize Apple than somebody else cannibalize Apple.” – Said CEO of Apple Tim Cook
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more
7While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to a six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three-day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more