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Mad Hedge Fund Trader

Is Estonia Your Office?

Tech Letter

Digital nomads are frequently typecast as tech-savvy Millennials remotely working via an Internet connection while living as an expatriate. 

However, they come in all shapes and sizes. 

The charming Baltic country of Estonia is offering a visa targeted at Non-EU passport holder digital nomads, and other countries will likely copy this progressive type of visa.

Estonia’s revolutionary visa allows digital nomads to work in Estonia all year round.

This visa also includes 90 days of travel in the Schengen Zone of mainland Europe which could be a vital negotiating point in a new era of closed borders and stringent immigration policies.

U.S. citizens are currently banned from entering Europe with no end in sight, thanks to the pitiful handling of the unfortunate health crisis.

This visa origination stems from the Central and Eastern European countries losing their educated youth as they book it out of Latvia, Lithuania, Hungary, and Poland as soon as they first realize that salaries are orders of magnitude higher in Germany.

Estonia has no choice but to pull from Non-EU countries.

More importantly, jacking up the volume of tech workers is becoming an existential issue for many sovereign countries as developed countries reap the monetary rewards from such new cutting-edge technology.

The Baltic nation of Estonia was an architect of tech innovation in the past, rolling out Skype before Facebook and Twitter even existed.

Skype is now owned by Microsoft who acquired them for $8.5 billion in 2011 which is peanuts compared to today’s market valuation.

Skype was entirely comprised of local Estonian developers who achieved this in the early 2000s.

Quite a feat for such a small population.

These digital nomads create communities that harness an enormous flow of tech know-how.

Tallinn, Estonia has erupted into a top 10 digital stronghold attracting hordes of digital nomads.

If technical issues arise, help is on the way!

The message is that simple.

Estonia does not care if you drink kombucha lattes or if you eat green tea ice cream.

Their main concern is if you know how to use a computer well or not - plain and simple.

The global tech talent shortage is a leading issue in many megacities, and this is just the beginning of a world led by digital nomads.

Although the recent wave of Silicon Valley layoffs has offered some slack to the labor market, the onus is on Estonia to convince tech talent to relocate to Tallinn.

The world has moved on from outdated visa policies and Estonia understands it needs to evolve to survive.

Expect more exotic residence visas targeting immigrants who bring value-added computer skills in topics such as machine learning, software engineering, and fintech.

The Estonian government has been bold and is, in some ways, acting with a start-up mentality itself.

This young, audacious government looks to scale up as fast as possible. The visionary policy is seen as the solution to maneuvering around long-lasting social problems.

These pro-growth tech policies could invigorate local youth offering them a lifeline in their own country.

Rebranding itself as the digital nomad epicenter is a risky move that most governments wouldn't dare to do.

It's easy to ignore the brain drain in the Baltics while I am based in the Bay Area.

Silicon Valley has been drawing in the Rolls Royce of tech talent from Estonia for generations.

One of our IT guys is from Estonia himself so I can vouch for the quality there.

How can diminutive Estonia engineer tech growth?

They must learn how to crawl before they can walk.

If this visa experiment gains momentum, it could be a game-changer while nudging the Baltics closer into the developed West’s orbit of influence, reinvigorating the local birth rate, and spurring a rise in income levels.

A win-win situation, but easier said than done.

As for me, I won't be taking a Wizz Air flight to Estonia to work in a coffee shop anytime soon.

I prefer Incline Village, Nevada, and Zermatt, Switzerland, as my go-to digital nomad hideouts.

If it's not broke, don't fix it.

digital nomads estonia

IS THIS YOUR NEW REMOTE OFFICE?

https://www.madhedgefundtrader.com/wp-content/uploads/2020/07/estonia.png 574 936 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-24 11:02:562020-07-24 15:47:35Is Estonia Your Office?
Mad Hedge Fund Trader

July 24, 2020 - Quote of the Day

Tech Letter

"We are unicorn hunters." - Said Founder and CEO of SoftBank’s Masayoshi Son

https://www.madhedgefundtrader.com/wp-content/uploads/2018/10/masayoshi.png 424 362 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-24 11:00:192020-07-24 11:16:36July 24, 2020 - Quote of the Day
Mad Hedge Fund Trader

July 24, 2020 - MDT Pro Tips

MDT Alert

While 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

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-24 09:25:382020-07-24 09:25:38July 24, 2020 - MDT Pro Tips
Mad Hedge Fund Trader

July 24, 2020

Diary, Newsletter, Summary

Global Market Comments
July 24, 2020
Fiat Lux

Featured Trade:

(TAKING OFF FOR VACATION),
(TESTIMONIAL)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-24 09:06:512020-07-24 09:27:29July 24, 2020
Mad Hedge Fund Trader

Taking Off for Vacation

Diary, Newsletter

With any luck, by the time you read this, I will be setting up my tent next to a High Sierra lake somewhere over 9,000 feet.

For I will be leading 40 Boy Scouts on a 50-mile hike around the Desolation Wilderness next to Lake Tahoe. The vertical climb for this ambitious route is 6,300 feet, which we will cover in seven days. Bears are everywhere, so we will be hanging our food from trees at night.

Usually, I am hanging out at my chalet in Zermatt, Switzerland this time of year, watching climbers descend from the Matterhorn. However, because of our poor response to the Coronavirus, Americans are banned from Europe for the foreseeable future. We are just too dangerous to let in.

My pack weighs in at a featherlike 50 pounds, including five pounds of medical supplies and a fifth of Jack Daniels, for medicinal purposes only. Gentleman Jack is excellent for sterilizing animal bites, large cuts, and gunshot wounds, and has saved my life many times.

With 40 kids under my control ranging in age from 11-17, what could possibly go wrong? At least they don’t have rattlesnakes and poison oak in the High Sierras.

The hike should take no more than 40 hours, which will give me plenty of time to think of great trades for the second half. Hopefully, I will come back refreshed, invigorated, and 20 pounds lighter.

I deserve the time off.

I have worked the hardest of my career over the last six months, going battle with the pandemic and the worst market crash in history. I knocked out 164 trade alerts, triple the normal rate. As a result, I have pulled in a stunning 28.83% profit so far in 2020, and 68.19% over the past 12 months. I know that many of you have made much more. These are the best numbers I have pulled in during 50 years of trading.

While I am communing with nature over the next two weeks, I will be sending you in daily installments FOR FREE the print edition of my best-selling book, “Options Trading for Beginners.” If you are one of the many recent new subscribers, this will give you the tools with which you can max out your profits in the coming months.

Thank you for supporting my research. Once back, I will do whatever I can to maintain your trust and continue to bring in some blockbuster numbers.

 

 

https://www.madhedgefundtrader.com/wp-content/uploads/2020/07/john-thomas-hiking-e1595595425372.png 450 344 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-24 09:04:492020-07-24 09:27:08Taking Off for Vacation
Mad Hedge Fund Trader

Testimonial

Diary, Newsletter, Testimonials

I want to take this opportunity to share an experience that has been immensely valuable to me and could be to you as well...

Over the holidays last December, a long-time buddy of mine and I were golfing Quail Creek in Green Valley, AZ. As a career money manager, he mentioned the name of John Thomas, the Mad Hedge Fund Trader. It didn’t take him long to convince me to buy Tesla in late December, based on John’s recommendation in his email, “Diary of a Mad Hedge Fund Trader” After all, Mr. Thomas had been driving the cars for 11 years and had visited the Fremont factory countless times. Soon thereafter, anyone who follows Tesla (TSLA) stock knows what happened then. 

Then, in late January, John drew upon his experience as a biochemist to identify the companies that would benefit from the Covid-19 pandemic. His statement that “Biotech is today what tech was in 1990” has been a rocket so far as well. 

Then, when the market crashed in March, John urged the lead chip stocks, NVIDIA, Advanced Micro Devices, and Micron Technology, which he had been following for decades. Those stocks all doubled. I also increased my position in Tesla some more. 

Some six months after hearing about John Thomas, I couldn’t be more grateful. It has given me the financial security to get my family and our three kids through this pandemic while supporting the gallery as well. It has also set me up in a position I never expected through these tough times. 

John has been an incredible asset to my family, I believe he could be for yours as well. I am so grateful for his guidance in this stage of my life! I personally subscribed to his biotech newsletter and trade alerts after attending his free seminars and seeing the results. I missed the tech boom of the ’90s. If biotech is the new tech, I don’t want to miss that one too! And I wouldn’t chance it without John’s guidance.

All our best to you all in these difficult times. 

Sincerely,

Greg
Las Vegas

https://www.madhedgefundtrader.com/wp-content/uploads/2015/07/John-Thomas8.jpg 378 327 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-24 09:02:432020-07-24 09:26:45Testimonial
Mad Hedge Fund Trader

Trade Alert - (MSFT) July 23, 2020 - BUY

Tech Alert

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

https://www.madhedgefundtrader.com/wp-content/uploads/2016/02/Alert-e1457452190575.jpg 135 150 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-23 11:19:272020-07-23 11:22:59Trade Alert - (MSFT) July 23, 2020 - BUY
Mad Hedge Fund Trader

July 23, 2020

Biotech Letter

Mad Hedge Biotech & Healthcare Letter
July 23, 2020
Fiat Lux

Featured Trade:

(WHY IT'S OFF TO THE RACES FOR BRISTOL MYERS),
(BMY), (PFE), (GILD), (REGN)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-23 11:02:262020-07-23 11:57:14July 23, 2020
Mad Hedge Fund Trader

Why It’s Off to the Races for Bristol Myers

Biotech Letter

For investors, compounding has long been considered the eighth wonder of the world.

Compounding refers to growing your initial capital over time, boosted by well-timed additions to increase your pool of funds. Warren Buffet calls it “snowballing.”

For compounding to work out, though, it’s important to have a long-term investment plan.

Naturally, the first step to successfully invest is choosing the most suitable stock for your portfolio. Ideally, these businesses should have growth runways set up to thrive in the long run and coupled with clear-cut competitive advantages.

These companies should be able to pay out decent dividends as well since these can later be reinvested to accelerate returns.

Among the companies in the biotechnology and healthcare sector today, Bristol-Myers Squibb (BMY) fits the bill.

The company’s strengths lie in its oncology and hematology departments, with sales for its pipeline of drug candidates estimated to beat expectations.

With the new drugs in late-stage trials, BMY raised its annual sales forecast to reach somewhere between $15 billion and $20 billion. This number is expected to be sustained over the next 10 years.

Many of BMY’s promising programs came from its Celgene acquisition in November 2019.

While the whopping $74 billion deal faced pushback at first, the merger is expected to yield $2.5 billion in savings for BMY. This offers the company more elbow room to invest in its R&D sector.

BMY is working on combining its cancer drugs Opdivo and Yervoy with Celgene’s top moneymakers Revlimid and Pomalys, effectively transforming the New York-based company into the largest seller of cancer treatments in the world.

Outside its immuno-oncology lineup, BMY is also performing quite well in the cardiovascular field.

Its blockbuster drug Eliquis, which is a collaborative effort with Pfizer (PFE), remains one of the highest-selling treatments among atrial fibrillation patients.

In 2019 alone, Eliquis raked in $7.71 billion in sales. As for its performance this year, this heart disease drug is estimated to add another $1 billion, pushing its 2020 annual sales to $8.79 billion.

So far, 8 of BMY’s drugs available in the market generate over $1 billion in yearly sales. The company also has 9 new products undergoing Phase 3 trials, with more than 20 drugs slated for review in the next 10 years.

For 2020, BMY is projected to earn $41.8 billion in revenue and roughly $6.20 per share compared to $4.69 last year.

BMY is also anticipated to generate over $14 billion in free cash this year. Thanks to its Celgene acquisition, the company’s revenue will experience a one-time jump of about 60%.

For 2021, BMY is expected to report a 7.5% revenue growth to reach $45 billion or $7.33 per share. This is just a conservative estimate though.

BMY is an attractive stock right now.

It’s currently trading at roughly $60. The company has about $136 billion in market capitalization and pays an annual dividend of $1.80 for a yield of 3%.

In the past 5 years, except for a single quarter in 2017, BMY reported positive quarterly earnings growth.

The shares trade for 8.6 times its expected earnings in the next 12 months, which is just ridiculous for a premium stock.

In terms of its long-term earnings per share, the company is expected to report a 9.3% growth rate.

Finding value among the biotechnology and healthcare sector has become increasingly tricky.

Since the pandemic broke, industry stalwarts like Gilead Sciences (GILD) and Regeneron Pharmaceuticals (REGN) have been receiving constant media attention for their COVID-19 vaccines and treatments. This pushed their valuations to skyrocket.

However, there remain a number of reasonably affordable biotechnology growth stocks.

While these are not making headlines in the fight against COVID-19, these companies offer attractively high long-term earnings-per-share growth rates – and BMY is one of them.

 

bmy

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-23 11:00:252020-07-24 15:04:41Why It’s Off to the Races for Bristol Myers
Mad Hedge Fund Trader

July 23, 2020 - MDT Pro Tips

MDT Alert

While 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

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2020-07-23 10:05:082020-07-23 10:05:08July 23, 2020 - MDT Pro Tips
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There is a very high degree of risk involved in trading. Past results are not indicative of future returns. MadHedgeFundTrader.com and all individuals affiliated with this site assume no responsibilities for your trading and investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Information for futures trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. You must assess the risk of any trade with your broker and make your own independent decisions regarding any securities mentioned herein. Affiliates of MadHedgeFundTrader.com may have a position or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

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