Fernando Pertini
@DecodeMarkets

Global macro investor. 30+ years across cycles. PM at DecodeMarkets AMC. I love finding great companies. Even more when the shorts are trapped

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Joined April 2014
6,528 Photos and videos
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ETHEREUM AND THE FINANCIAL MEGATREND

The next phase of institutional finance “Trends, like horses, are easier to ride in the direction they are already going” John Naisbitt, Megatrends When I finished high school, my best friend gave me

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Holtec proposed $HNUC IPO offers a new nuclear valuation reference
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Holtec’s Pre-IPO Valuation: What $HNUC Could Mean for Studsvik

Holtec proposed Nasdaq IPO offers a new reference point for nuclear valuations just as Studsvik is undergoing a strategic and operational turnaround. At the midpoint of its proposed $15–18 offering

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Palladium: the Russian Supply Risk

The investment case for palladium deserves to begin with Russia Electrification challenges long-term demand, but concentration of supply creates a separate risk: industrial users may still need the

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Two years after my original $OKLO thesis, the world caught up. $OKLO may just be getting started. Hope you enjoy my updated deep dive 👇 As always... Do your DD
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OKLO: The World Caught Up to the Thesis

Two years after my original post, Oklo has the policy, customers and capital. Now it has to turn a nuclear thesis into a power company. On June 19, 2024, I published a thread about Oklo. The setup

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The Biggest Ethereum Short in the World Is Hiding in Plain Sight

Wall Street is already building on Ethereum. Most portfolios still own zero. André Kostolany had one of my favorite descriptions of markets: “On the stock market, 2 + 2 is never 4, but 5 minus 1. You

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Sam Altman’s Other Bet: Identity for a World Full of AI

I don’t think many people really processed what Sam Altman said last week. Not because it was hidden. Because it sounded… obvious. But it’s not. We are heading into a world where there will be more
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Quantum risk will separate ETH from BTC

This was written for nerds, but it affects everyone holding BTC. Two new papers just moved the goalposts on quantum risk. Resource estimates to break elliptic curve cryptography -the backbone of

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Brazil Steel Is Being Rewritten

For a long time, Brazilian steel was treated as a pure cycle. Demand up, margins up. China down, pain down. Too simplistic. What is changing now is not just the macro. It is the policy backdrop.

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