Shipping... Out

[] Shipping stocks continue to plunge as investors fear sharp weakness in the global economy. Plus, Garrett explains the big challenges ahead for this market. [View in browser]( . Shipping stocks continue to plunge as investors fear sharp weakness in the global economy. Plus, Garrett explains the big challenges ahead for this market. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] This 12-time World Trading Champion Wants To Trade With You! He’s won the prestigious World Traders Challenge a total of 12 times... and it’s no wonder why, when he specializes in finding low-priced stocks that move 30%... 60%... even 100% in mere hours! Now he’s teaching his unique strategy to a small group of traders -- and inviting you to learn his system! [Click here to learn more!]( [] --------------------------------------------------------------- [] This 12-time World Trading Champion Wants To Trade With You! He’s won the prestigious World Traders Challenge a total of 12 times... and it’s no wonder why, when he specializes in finding low-priced stocks that move 30%... 60%... even 100% in mere hours! Now he’s teaching his unique strategy to a small group of traders -- and inviting you to learn his system! [Click here to learn more!]( [] --------------------------------------------------------------- [] [] Shipping... Out [Garrett Pic] Dear Investor, Market momentum is yellow. We will likely start charging downward as our Bear rally came to a screeching halt on Thursday. Yesterday, JPMorgan took an ax to the bull case for shipping stocks. The investment bank said it anticipates a slowdown in freight traffic due to global economic weakness. The announcement comes after the World Bank slashed its global growth forecast in 2022 to 2.9%, and the Atlanta Fed said that Q2 GDP for the United States would fall under 1%. A slowdown is imminent. But JPMorgan’s statement about shipping says more about the economy than at first glance. Remember, shipping had a tremendous run thanks to a flurry of concern about supply chain constraints and commodity shortages. But now. The tide has shifted. Major Pressures Earlier this week, the Baltic Exchanges’ main sea freight index fell to a one-month low as shipping rates continue to drop around the globe. The dry bulk sector has experienced much longer wait times due to port congestion. Meanwhile, the Russian blockade of shipments from Ukrainian ports has hit Black Sea traffic. Turkey attempted to reach a deal with the Kremlin that would allow a pathway to deliver grains. It failed, and raises significant challenges ahead for an industry that delivers a bounty of food, metals, and other commodities like coal and iron ore around the globe. Then there’s China, where zero-COVID lockdowns have made it very difficult for ship owners. The nation accounts for 35% of global cargo demand, and its economy continues to weaken. The bigger impact is problems around global growth and rising inflation - a dual condition known as Stagflation. Just two weeks ago, we learned that major retailers - some of the largest cargo shipping customers in the world - had badly mismanaged their inventory over the last six months. Thanks to inflation and concerns about rising rates, they invested heavily in buying and storing inventory when there were product shortages looming. However, once their inventory levels surged, consumer buying slowed down due to rising costs and tighter budgets. Some analysts project that retailers will dramatically cool off their shipments for at least two quarters as they attempt to clear inventory from their warehouses. This can also have a significant impact on shipping rates, and drive these stocks lower. While this had been one of the hottest sectors, it has quickly cooled off. Shipping container giant ZIM Integrated (ZIM) was the hardest hit. Shares have plunged from roughly $68.50 to $52.75 in just two days after downgrades across the sector. I don’t see this one recovering any time soon. It was a good run for Breakwave Dry Bulk Shipping ETF (BDRY), Star Bulk (SBLK), Eagle Shipping (EAGL), and others. Market Recap Today was a really ugly day for the markets, but another lesson that we’re still facing a slew of challenges heading into next week. Tomorrow, we have the Consumer Price Index (CPI). The White House has already warned that inflation will be elevated in this report. The White House Press secretary rambled something about rising airline tickets and the price of jet fuel. That’s not an excuse, as aviation represents just 5% of the economy, and couldn’t be responsible solely for rising prices. Meanwhile, the Federal Reserve meets next Tuesday and Wednesday. In this environment, the Fed is likely to raise rates by 50 basis points next week, and signal on its rate hikes for the following meeting in July. The central bank will also give us an update on its Quantitative Tightening, a process in which the Fed will start to sell Treasury bonds and mortgage-backed securities from its $9 trillion balance sheet. Historically, the process of tightening is bearish because it drains the bond market of liquidity. In December 2018, when the Fed’s tightening cycle completed, the S&P 500 crashed by 19.8% in a month. Finally, next Friday is Quad Witching, historically one of the more volatile days in the market. This Third Friday event happens four times a year and consists of the simultaneous expiration of stock index futures, stock index options, stock options, and single stock futures. With momentum turning yellow this afternoon, and selling accelerating, I plan to be very cautious as a trader in the next few days. I’m taking a lot of risk off the table, cutting losses, and looking to go short into next week. I’ll circle back with you tomorrow on a game plan for Wednesday. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] Shipping... Out [Garrett Pic] Dear Investor, Market momentum is yellow. We will likely start charging downward as our Bear rally came to a screeching halt on Thursday. Yesterday, JPMorgan took an ax to the bull case for shipping stocks. The investment bank said it anticipates a slowdown in freight traffic due to global economic weakness. The announcement comes after the World Bank slashed its global growth forecast in 2022 to 2.9%, and the Atlanta Fed said that Q2 GDP for the United States would fall under 1%. A slowdown is imminent. But JPMorgan’s statement about shipping says more about the economy than at first glance. Remember, shipping had a tremendous run thanks to a flurry of concern about supply chain constraints and commodity shortages. But now. The tide has shifted. Major Pressures Earlier this week, the Baltic Exchanges’ main sea freight index fell to a one-month low as shipping rates continue to drop around the globe. The dry bulk sector has experienced much longer wait times due to port congestion. Meanwhile, the Russian blockade of shipments from Ukrainian ports has hit Black Sea traffic. Turkey attempted to reach a deal with the Kremlin that would allow a pathway to deliver grains. It failed, and raises significant challenges ahead for an industry that delivers a bounty of food, metals, and other commodities like coal and iron ore around the globe. Then there’s China, where zero-COVID lockdowns have made it very difficult for ship owners. The nation accounts for 35% of global cargo demand, and its economy continues to weaken. The bigger impact is problems around global growth and rising inflation - a dual condition known as Stagflation. Just two weeks ago, we learned that major retailers - some of the largest cargo shipping customers in the world - had badly mismanaged their inventory over the last six months. Thanks to inflation and concerns about rising rates, they invested heavily in buying and storing inventory when there were product shortages looming. However, once their inventory levels surged, consumer buying slowed down due to rising costs and tighter budgets. Some analysts project that retailers will dramatically cool off their shipments for at least two quarters as they attempt to clear inventory from their warehouses. This can also have a significant impact on shipping rates, and drive these stocks lower. While this had been one of the hottest sectors, it has quickly cooled off. Shipping container giant ZIM Integrated (ZIM) was the hardest hit. Shares have plunged from roughly $68.50 to $52.75 in just two days after downgrades across the sector. I don’t see this one recovering any time soon. It was a good run for Breakwave Dry Bulk Shipping ETF (BDRY), Star Bulk (SBLK), Eagle Shipping (EAGL), and others. Market Recap Today was a really ugly day for the markets, but another lesson that we’re still facing a slew of challenges heading into next week. Tomorrow, we have the Consumer Price Index (CPI). The White House has already warned that inflation will be elevated in this report. The White House Press secretary rambled something about rising airline tickets and the price of jet fuel. That’s not an excuse, as aviation represents just 5% of the economy, and couldn’t be responsible solely for rising prices. Meanwhile, the Federal Reserve meets next Tuesday and Wednesday. In this environment, the Fed is likely to raise rates by 50 basis points next week, and signal on its rate hikes for the following meeting in July. The central bank will also give us an update on its Quantitative Tightening, a process in which the Fed will start to sell Treasury bonds and mortgage-backed securities from its $9 trillion balance sheet. Historically, the process of tightening is bearish because it drains the bond market of liquidity. In December 2018, when the Fed’s tightening cycle completed, the S&P 500 crashed by 19.8% in a month. Finally, next Friday is Quad Witching, historically one of the more volatile days in the market. This Third Friday event happens four times a year and consists of the simultaneous expiration of stock index futures, stock index options, stock options, and single stock futures. With momentum turning yellow this afternoon, and selling accelerating, I plan to be very cautious as a trader in the next few days. I’m taking a lot of risk off the table, cutting losses, and looking to go short into next week. I’ll circle back with you tomorrow on a game plan for Wednesday. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] Bitcoin Bull Declares: “STOP Buying Altcoins!” [bitcoin bull]( [Join him for this FREE crypto workshop to learn his higher-probability strategy]( --------------------------------------------------------------- [] [] Bitcoin Bull Declares: “STOP Buying Altcoins!” [bitcoin bull]( [Join him for this FREE crypto workshop to learn his higher-probability strategy]( --------------------------------------------------------------- [] [] [] Details on a Remarkable Near-70% Successful System for Trading AAPL If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] [] Details on a Remarkable Near-70% Successful System for Trading AAPL If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] Article Recap - [Shipping... Out](#i572731) - [Details on a Remarkable Near-70% Successful System for Trading AAPL](#156380) --------------------------------------------------------------- [] Article Recap - [Shipping... Out](#i572731) - [Details on a Remarkable Near-70% Successful System for Trading AAPL](#156380) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States