Nelson Alves | TalkMarkets | Page 2
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

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Banking Blunders, Fed Follies, And The Bitcoin Beacon: An Alternative Path For Investors
Central banks and regulators have fueled debt growth, leading to potential economic instability; Bitcoin offers a hedge against risks.
Crypto Blunders: SEC Showdown And The UK’s Rise
In a world where cryptocurrencies and digital assets are in turmoil, the US Securities and Exchange Commission (SEC) is locked in an internal battle.
Navigating The Market In Tough Times: Why Crypto And Stocks Will Behave Differently
While the Federal Reserve’s monetary policy will have an impact on both markets, crypto will be highly sensitive to it, while stocks will be more affected by the economic cycle.
Solana: Overcoming Challenges
Solana’s all about scalability without sacrificing decentralization or security. It’s the sixth biggest Layer 1 by market cap, and it’s got a unique consensus algorithm called PoH (Proof of History).
Is Inflation Going To Crash The Stock Market?
Inflation has several causes, and different factors have different weights at different times. Production capacity, production utilization, energy costs, productivity, and monetary cycle play a big role.
The Brave New Genomic World
It is not just genomics changing the pharmaceutical sector. AI is also providing a helping hand to accelerate the genomics revolution.
Quick Thoughts On The GameStop Debacle
The GameStop episode is not about valuation. It is about supply and demand.
Bitcoin Is A Threat To The US Dominance
The privilege of issuing currency to stimulate the economy, while not having the secondary effects of inflation, is comparable to a superpower. And, the US has become increasingly more reliant on it.
Tesla: Learning From Experience
There are two sides to the Tesla story. The first is the stock price, and the second is the underlying business.
Framing The Macro Scenario For The Post-COVID-19 World
The economic framework is exhibiting some interesting indicators. Unemployment, savings rate, and consumption data seem to corroborate the thesis of a sustained recovery. A new stimulus package and a coronavirus vaccine may very well do the rest.
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.
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