Nelson Alves
Articles
Dissecting Berkshire's New Position In Barrick
The First Hole In The U.S. Dollar
From Randgold To Barrick: Mark Bristow Is Revitalizing An Old Giant
Sorrento: Great Time For A Capital Raise
Changing The Narrative On Tankers And Scorpio
Playing The Fed Stimulus With Gold Miners
Is This A Bull Market In The Making?
Liquidity Management: Assessing The COVID-19 Impact On U.S. Automakers
Keep An Eye On The Corporate Credit Market During The COVID-19 Crisis
What Is Happening To The Gold Market? A GLD Historical Review
Gold Underperformance During Panics Is Not New
Coronavirus Might Just Turn Into A Quantitative Tightening Event
Ride The Tiger: Micron Is Positioned To Become A Powerhouse
Thoughts On The Coronavirus And Its Implications For Investors
The Mustang EV Might Be Ford's Ultimate Multiple Decompressor
Becoming A Conglomerate: Tapestry's Pains From Integrating Kate Spade
The Delisting Threat Might Backfire: The Yuan Is On The Road To Become A Global Currency
Where To Invest For The Next 10 Years
The Bubble's Dynamics Point In One Direction: Gold
Tapestry Is No Burning House Of Brands
European Equities Seem To Offer Relative Value, But That's A Trap
How Outdated Inflation Measures Are Driving Bad Monetary Policies, And How To Trade That
Baidu In A Glance
The Era Of Investment Glut And Inverted Yield Curves Will Come To An End
All You Need To Know About Baidu's Debacle
Time To Be Greedy: Tapestry Is Nearing Its Lowest Level In A Decade
The Competition Has Just Made Proto Labs Cheaper
Proto Labs: Headwinds Will Likely Dissipate, Leaving A Solid Cloud Manufacturing Play
How Does Gold Really Work?
Notes On Friday's Meltdown: Don't Let It Fool You
MMT Is A Cool, Dangerous Idea
Barrick And Newmont Reached An Interesting Deal