Nelson Alves | TalkMarkets | Page 4
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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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.
MMT Is A Cool, Dangerous Idea
Modern Monetary Theory (aka MMT) is now in vogue as some democratic candidates line up for the Presidential election.
Algos And ETFs Might Give Stock Pickers A New Life
Algorithms have been responsible for changing the market rhythm. We have become accustomed to 10% plus after-earnings swings, which wear-off two days later.
Alibaba: The Christmas Rout Brought A Risk/Reward Gift For Bold Investors
China is still one of the fastest growing economies in the world. Even the weakness provoked crackdown on debt should be a long-term positive.
The Fed Rate Decision Is A Tipping Point For The Global Economy
If the Fed follows through with the rate hike, USD long positions should do well during the beginning of 2019. On the other hand, stocks will keep suffering around the globe.
Macro Observations: The Trade War Doesn’t Mean A Trade Surplus
President Trump has been promoting a trade war with China. His defenders argue it is time to rebalance what has been a win-lose trade relationship.
Macro Speculations: The Winter Is Coming… Or Is It Already Here?
One of the most interesting facts about economic recessions and bear markets is how fast we can go from euphoria to depression.
IBM + Red Hat: Market Is Assuming A 20% Chance Of The Acquisition Failing
IBM proposed taking over Red Hat in a $30 billion deal. There are some specifics that must be covered.
Red Hat: Open Source Is A Great Business
There is a secular trend toward digitalization and software automation. There will be several opportunities for mass market solutions, but there will be even more for specialized solutions that solve the little (but annoying) problems.
If You Are Looking For Value Stocks, Try China
The trade war seems to be the catalyst for the disorderly return, and the movement seems blind to fundamentals. China should be resilient through the increased focus on its internal market.
China, U.S. Tension Is An Opportunity To Boost Your Portfolio For The Long Term
China, just like the US back in the 19th century, wants to be at the forefront of technology. And they have been pushing for it on multiple fronts.
What To Do With Tech Stocks In A Rising Interest Rate Scenario?
Tech stocks will get overvalued on a frequent basis - mainly because this group is exciting to investors.
Illumina: Lower Sequencing Costs Are Unleashing A Genetics Mega-Trend
Genetics will be one of the future branches of healthcare. The technology might be complex, but investors shouldn’t dismiss it on that ground.
Sifting Through Southern Europe: Portugal’s Case
Looking at the Portuguese stock market, you’ll see it dominated by decadent banks, old state monopolies (energy, postal services and telcos), retail stocks and paper producers. That’s it.
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