Adem Tumerkan
Publishes 1 feed
Speculators Anonymous
Macro-economics + contrarian speculation + optionality + book reviews
20 posts · theirs
Lately
‘A Flawed Idea’: Why A BRICS Currency Is Overrated And Unlikely To Work
Gold Demand Remains Strong, But It’s The Diminishing Supply That’ll Keep Pushing Prices Higher
Auto Loan Chaos: Is The Auto Debt Market Finally Nearing A Tipping Point?
The Commercial Real Estate Market Is A Ticking Time Bomb For Small Banks
‘Ahoy! Trouble Ahead!’: A Tidal Wave of Overcapacity Signals Downside in Global Shipping
The Minsky Moment and Theory of Reflexivity: What Minsky and Soros Taught Us About Instability
A Global Earnings Recession Looms And Zombie Companies Are The Most Fragile
The Yield Curve is Steepening – And This is The True Signal of Trouble Ahead
Anatomy of a Blowup: SVB is The First Domino To Fall – And More Are Coming
The Disappearing Pandemic Era Savings And Over-Leveraged Consumers Are The Seeds For Crisis
The Global Savings Glut: How Excess Savings and Diminishing Returns Created A Debt-Trap For All Of Us
Macro-Thoughts: Yes, Labor Markets Are Tight - And It's Because of a Demographic Crisis
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