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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Is AMD A Rational Buy At The Current Price?
Advanced Micro Devices has been a star stock for the last couple of years. In the same period that the S&P 500 rose 56%, AMD put on an impressive 1251% run. Basically, AMD mixes a turnaround story with a growth narrative.
Dissecting Berkshire’s New Position In Barrick
These days, everyone is riding on the back of Berkshire’s recent Barrick position. Gold bulls see it as a victory indicating that grandpa Buffett, finally, subsided to the evidence that America is doomed, and he needs a hedge.
The First Hole In The U.S. Dollar
Creating competition to the US treasury market is the first step to destroy the invincible aura that the Fed currently holds. The current Fed strategy only works if there’s no inflation. An inflationary outburst is a game over for the printing game.
Micron: Turning The Corner, Without No One Noticing It
The company missed the COVID-19 play, even though the work-at-home relies on data usage and storage, which suited Micron.
The Case For A Bear Market
At present, it seems like the Fed has control over all events. The Fed has become ubiquitous, solving every problem with the printing press. The weak spots for the whole Fed in god-like mode are the problems that it can’t solve by printing money.
Sorrento: Great Time For A Capital Raise
The company’s CEO stunned the world by claiming that Sorrento had a 100% efficient cure for COVID-19. Investors and speculators alike flocked to the company’s stock and sent the price to the moon.
Playing The Fed Stimulus With Gold Miners
The Fed’s move to placate the high-yield corporate bond market reinforced my conviction in the gold trade. Gold has performed very well. So well, that we are considering to take it to another level.
Is This A Bull Market In The Making?
The world is becoming increasingly faster, and so do markets. However, this seems to be getting a bit extreme. The market went from total euphoria in February to extreme depression in March, and now it seems ready to come back with a vengeance.
This Is A Game Changer: The Fed Is Buying Junk
One thing is for sure, the Fed under J. Powel is a very different beast.
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.
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