Nelson Alves Blog | 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 ... more

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Keep An Eye On The Corporate Credit Market During The COVID-19 Crisis
The credit market will be pivotal during the current crisis. In 2008, we had a problem in the credit market (Subprime mortgages), which made financial institutions move into credit tightening mode.
Gold Underperformance During Panics Is Not New
Gold underperformance during periods of panic is not new. If you look at the great financial crisis, you’ll see that the same happened then.
Coronavirus Might Just Turn Into A Quantitative Tightening Event
The fact that there is little visibility about mechanisms for the SMEs to cushion the crisis means that, probably, there is no concrete plan.
Thoughts On The Coronavirus, And Its Impact For Investors
The year has started full of twists and turns. We started the year on the ride of the reflation narrative from the end of 2019, but, suddenly, we hit the wall of the coronavirus.
The Mustang EV Might Be Ford’s Ultimate Multiple Decompressor
The auto companies have been suffering from multiple compression. Several factors might contribute to that phenomenon.
Kate Spade Is An Interesting Turnaround Story, But Tapestry Is Now A Sitting Duck
As the landscape of luxury retailing changes through M&A, can KATE thrive in TPR with the Coach model?
HH Tech Will Roar Back
Tech stocks have performed incredibly well during the last five years. So good, that we are likely witnessing a new tech bubble.
The Delisting Threat Might Backfire: Yuan’s On The Road To Become A Global Currency
The President’s threat to delist Chinese stocks might be a tipping point in the trade war. In the short term, it may act as desired and inflict pain to the Chinese government.
The Bubble’s Dynamics Point In One Direction: Gold
Gold is seen, by the investment community, or even by society’s common sense, as a great hedge for uncertain times. However, the reason why this happens is not entirely understood.
European Equities Seem To Offer Relative Value, But That’s A Trap
Since tech will be fundamental for indexes returns during the next decade, the absence of good companies in the field spells doom and gloom for European equity indexes.
Trump Is Playing The Stock Market, And That Ought To End In Tears
President Donald Trump is playing the stock market on the trade war. He has been dropping trade bombs on the way up and deescalating the trade tensions when things seem to get out of hand.
Baidu At A Glance
Baidu is presently going through a bearish phase, mainly due to the trade war, macro slowdown in China and the mounting competition in the Chinese internet sector.
Elon Musk’s Playbook Has Lost Its Shine For Tesla Investors
Tesla’s balance sheet is not in its prime. During 2019, the company will have significant portions of its debt maturing. The company will have to roll it over or to repay it.
How Does Gold Really Work?
Gold is seen, by the investment community, or even by society’s common sense, as a great hedge for uncertain times. However, the reason why this happens is not entirely understood.
Notes On Friday’s Meltdown: Don’t Let It Fool You
Friday's unnerving session was just that, an anxious day after what seems to be a U-turn by the Fed. I am an old-school macro-guy. That means that when the Fed signalizes a dovish stance, I see it as positive for stocks
Baidu: A Rare Value And Growth Stock
The huge growth prospects for e-commerce, and for the Chinese consumption economy, seem enough to offset most of the headwinds the company might face. The growth is still underway, and it seems promising.
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