“My relationship with the government is: Be in love with the governments, but do not marry them.” – Said Founder of Alibaba Jack Ma
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
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
With covid cases down 98% in two months and headed much lower, it is time for me to re-introduce the Mad Hedge Seminar at Sea. I firmly believe that the pandemic will be over by the summer, and what better way to celebrate than with an elegant Norwegian fiord cruise.
Come join me on Cunard Line’s luxurious Queen Victoria on a seven-day Norwegian Fiord Cruise.
For the first time in ten years, I am hosting a Seminar at Sea. I had planned to do this earlier but ran head-on into the pandemic. On the last Seminar at Sea, I and a group of subscribers crossed the Atlantic Ocean on the Queen Mary 2, passing over the Titanic wreck and tooting the ship’s horn.
The Queen Victoria departs Southampton, England at 12:00 noon on July 3, 2022, and returns to Southampton on July 10. There I will be conducting the Mad Hedge Fund Trader’s Strategy Update, a three-hour discussion on the global financial markets. You will have to get to Southampton under your own steam, which is about an hour south of Victoria Station by train.
I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious metals, Bitcoin, and real estate. I’ll highlight the best long and short opportunities. And to keep you in suspense, I’ll be tossing a few surprises out there too. Enough charts, tables, graphs, and statistics will be thrown at you to keep your ears ringing for a week.
Tickets are available for $499 for the seminar only.
Attendees will be responsible for booking their own cabins through Cunard., which is offering staterooms for this cruise for as little as $959 a person. To book your cruise please click here at https://www.cunard.com/en-us . The cruise you need to book is no. V216. The Queen Victoria has not sailed for two years and this will be one of the first post-pandemic voyages.
To get the details of the cruise please click here at https://www.cunard.com/en-us/find-a-cruise/V216/V216. The July 9 seminar will be held in the ship's owner’s suite while we are crossing the North Sea in of the most elegant accommodations afloat on the seven seas. For a video of the owner’s suite please click here at https://www.youtube.com/watch?v=vJhgleugNho
Just visit Cunard’s website at http://www.cunard.com/, or call them directly at 800-528-6273 to make your own arrangements.
The weather this time of year can range from balmy to tempestuous, depending on our luck. A brisk walk three times around the boat deck adds up to a mile. Full Internet access will be available for a price to follow the markets. Every dinner during the voyage will be black tie, so you might want to stop at Saks Fifth Avenue in Manhattan to get fitted for a second tux. I have arranged a few dinners with the captain for myself and will pass on any nuggets I gain in a future letter.
Don’t forget to bring your Dramamine and sea legs, although the 90,049 tonnes, 964.5-foot long billion-dollar ship is so big, I doubt you’ll need them. Her facilities include seven restaurants, thirteen bars, three swimming pools, a ballroom, and a theatre. I spend most of my time on these cruises writing deep research pieces, although I might take a few fencing classes.
Cunard is requiring covid vaccination cards of all passengers, and so am I. They may also require a negative covid test within three days of departure, as are most cruise lines these days. We’ll be sailing all the way up to 61 degrees, 81 minutes north latitude, about the same latitude as Anchorage, Alaska.
I look forward to meeting you and thank you for supporting my research. To purchase tickets for the seminar alone, please go to my online store at https://www.madhedgefundtrader.com/luncheons/.
Join Me for Lunch?
Global Market Comments
May 11, 2022
Fiat Lux
Featured Trade:
(JOIN ME ON CUNARD’S MS QUEEN VICTORIA
FOR MY JULY 9, 2022 SEMINAR AT SEA)
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
Mad Hedge Biotech and Healthcare Letter
May 19, 2022
Fiat Lux
Featured Trade:
(A RELIABLE STOCK THAT CAN WITHSTAND ANY GLOBAL SHOCKWAVE)
(JNJ), (PFE), (VTRS), (MRK), (OGN), (ABBV), (ABT), (NVO)
Investing is a long-term bet that requires patience and a strong risk appetite to enjoy eventual big wins.
In a world filled with uncertainties and gambles in the ever-evolving stock market trends, risk-averse investors are on the lookout for secure and stable options.
After all, who wouldn’t want to invest their hard-earned cash in a stock that can survive even the most intense macroeconomic shocks?
The name that easily fits these criteria in the biotechnology and healthcare sector is Johnson & Johnson (JNJ).
Reviewing JNJ’s five-year price movements from 2017 until 2022, a steady bullish trend of roughly 46% growth can be seen.
This trend has continued amid the slowdowns, with the stock delivering consistent growth and recovery despite serious dips.
In early 2020, when the COVID-19 outbreak wreaked havoc on the global economy, JNJ tanked along with other stocks. However, the company steadily showed signs of recovery mere weeks following the outbreak.
By 2021, JNJ managed to record a substantial increase of 11.4%. More importantly, it was able to sustain that trend throughout the year.
In March 2022, when the Ukraine-Russia crisis disrupted the economy, several businesses in the industry once again crashed due to supply chain and logistical issues. Amid these disruptions, JNJ still managed to stay on its growth path and develop contingencies to protect its assets.
Widely known as a global healthcare titan, JNJ holds a market capitalization that is hovering close to roughly half a trillion dollars.
As the parent company of the top-rated brands like Benadryl, Listerine, and Neutrogena, JNJ’s market operations are trifurcated into three main segments: MedTech, Pharmaceutical, and Consumer Health.
In November 2021, the company disclosed its plans to spin off its consumer arm into a separate publicly-traded company.
Similar to the move of Pfizer (PFE) with its Viatris (VTRS) spinoff and Merck (MRK) with Organon (OGN), JNJ’s goal is to reclassify a number of its international OTC drugs from its Consumer Health branch to form part of the pipeline of the new spinoff company.
Needless to say, the company’s notably diversified portfolio provides its with a competitive advantage in this highly volatile market.
Meanwhile, its other two segments are also contributing to JNJ’s growth. Its Pharmaceutical branch recorded a 6.3% increase in revenue in the first quarter of 2022, while its MedTech segment grew by 5.9%.
In total, JNJ’s sales for the first quarter of 2022 rose by 5% to reach $23.4 billion. This also boosted the company’s earnings per share to $2.67.
Riding the momentum of its strong first-quarter showing this year, JNJ once again demonstrated why it is hailed as a Dividend King.
The company hiked its quarterly dividend by 6.6% to $1.13 per share, making this the 60th consecutive annual dividend increase.
Considering that the company has been paying out dividends since 1963, this latest increase is indicative of how safe JNJ is for investors who want to multiply their cash while earning a regular income via dividends.
Moreover, JNJ is a clear frontrunner in the healthcare world and continues to work on innovative solutions to keep it ahead of its competitors.
Taking a closer look at the broader competitive field of healthcare industry players that are considered similarly sized, like AbbVie (ABBV), Abbott Laboratories (ABT), and Novo Nordisk (NVO), JNJ has the most significant market capitalization.
In this aspect, the company is the largest among its direct rivals. Therefore, it essentially reinforces its capacity to raise finances.
Given its perpetual bullish climb since its trade initiation back in 1982 and its addition to the Dow Jones Industrial Average (DJI), JNJ stock has been long known to hold strong credibility.
Actually, JNJ and Microsoft (MSFT) are the only two American companies with an AAA credit rating, a grade above the United States government itself.
This means that JNJ has such a strong sense of certainty in debt repayment that it holds a lower probability of default than the US government—an entity allowed by law to print money.
Overall, JNJ has proven to be an excellent option for risk-averse investors searching for growth and profitability.
It has strong financial fundamentals and a commanding market position, making it a highly stable and secure investment.
Moreover, its diverse portfolio minimizes the risk exposure of the company. All these make JNJ a great buy. Hence, it would be a wise move to buy the dip.
Mad Hedge Bitcoin Letter
May 10, 2022
Fiat Lux
Featured Trade:
(ROCKING THE BOAT AT MICROSTRATEGY)
(MSTR), (BTC)