Nelson Alves | TalkMarkets | Page 1
Independent Financial Planner/Advisor
Contributor's Links: European Jewels Seeking Alpha
Nelson M. Alves is a professional investor, established in Portugal. He started his career in 2007 right at the start of the biggest crisis since 1929. Until 2012 he worked in several trading desks. In 2012, Nelson A. wrote the first volume of the European Jewels research collection (now ...more

All Contributions

Latest Posts
1 to 16 of 115 Posts
1 2 3 ... 8 >>>
Magic Touch Or Misstep? Reflections On Tapestry
Tapestry, as a conglomerate, still needs to show its worth. It’s supposed to be this launchpad that immediately boosts the distribution and visibility of its new brands.
Invitae’s High-Stakes Financial Maneuvering: Dilution Might Not Be That Bad
Invitae Corporation faces significant challenges in addressing its liquidity concerns. The firm is exploring multiple strategies to stabilize its financial and operational footing.
China’s Economic Crossroads: Navigating The Delicate Balance
Elevating household consumption will likely entail cutting subsidies to manufacturing and investment, historically buoyed by a relatively low household income share.
Loose Thoughts In A Time Of Uncertainty
As we navigate the currents of today’s financial markets, we’re witnessing a striking contrast between the resilience of equities and the cautious stance of the bond market.
Dissecting The Causes Of Inflation
The macro landscape is painting a fascinating picture of the inflationary environment, especially when we dive deep into the underlying narratives.
Grayscale’s Victory And The Evolution Of Cryptocurrency Regulation
Grayscale Investments’ recent court ruling in favor of launching the first-ever Bitcoin ETF in the U.S. is a watershed moment for the cryptocurrency ecosystem.
A Macro Perspective On Wealth Transfers: From The French Revolution To Bitcoin
History often rhymes, and today we’re witnessing the rumblings of another potential wealth transfer: Bitcoin and the broader realm of cryptocurrencies.
Gene Therapy Breakthroughs On The Horizon
Vertex Pharmaceuticals and CRISPR Therapeutics, alongside bluebird bio, are penning a new chapter in the story of gene therapy for sickle cell disease.
Macro Note: The Deflationary Dragon
The macro narrative is missing a giant piece of the puzzle. Dive deep into the data, and an understated deflationary shock from China becomes evident.
Rethinking China: From Bullish Optimism To Cautious Realism
Over the past decade, I’ve been notably bullish on China, driven by its remarkable growth trajectory since the 1970s and the potential for its equities to dominate globally.
FedNow, Stablecoins, And The New Frontier Eurodollar Market
Stablecoins are the latest incarnation of Eurodollars, and the Fed’s reluctance to regulate them is puzzling, to say the least.
Insights Into Crypto Bankruptcy
The difference between a bank and a non-bank custodian is as stark as night and day. Caitlin Long is raising a red flag over Bitcoin and Ethereum ETFs with non-bank custodians, saying they could get sucked into the black hole of federal bankruptcy.
The Great Reset: Dancing On The Edge Of A Debt Vortex
Buckle up, folks, it’s about to get bumpy.
Contradictions And Paradoxes: Decoding The Federal Reserve’s Soft Landing Narrative
While the global economy teeters vulnerably on the tightrope of the tightening cycle, amidst a din of varied predictions and contradictions, it’s critical to keep our eyes wide open.
BoJ Yield Curve Policy Pivot And The Echo Across Global Markets
The Bank of Japan is taking the macro world for a spin. It’s shaking up its yield curve control policy, expanding its trading band for 10-year GDP yields from a range of 50 basis points to a much broader range of 100 basis points.
‘Everything Bubble’ And The Brewing Storm: Navigating The Bubble Burst
The global market is potentially at the precipice of a significant downturn due to an ‘Everything Bubble’, encompassing not just equities but also housing, bonds, and other asset classes.
1 to 16 of 115 Posts
1 2 3 ... 8 >>>