Speculators Anonymous
Subscribe
Sign in
Home
Archive
About
‘A Flawed Idea’: Why A BRICS Currency Is Overrated And Unlikely To Work
Warning: quite a long piece on my issues with BRICS
May 10, 2023
•
Adem Tumerkan
3
2
Latest
Top
Discussions
Gold Demand Remains Strong, But It’s The Diminishing Supply That’ll Keep Pushing Prices Higher
Many longtime readers know that I’m a fan of gold.
Apr 26, 2023
•
Adem Tumerkan
Auto Loan Chaos: Is The Auto Debt Market Finally Nearing A Tipping Point?
**Note: I am looking at optionality plays betting against an auto loan market bust for SA:P as I believe the car market (which is highly dependent on…
Apr 19, 2023
•
Adem Tumerkan
2
The Commercial Real Estate Market Is A Ticking Time Bomb For Small Banks
It’s been almost three weeks since Silicon Valley Bank (SVB) blew up.
Apr 3, 2023
•
Adem Tumerkan
‘Ahoy! Trouble Ahead!’: A Tidal Wave of Overcapacity Signals Downside in Global Shipping
Last week I wrote an article highlighting the sinking global trade volumes and earnings recession that most likely will follow.
Mar 29, 2023
•
Adem Tumerkan
The Minsky Moment and Theory of Reflexivity: What Minsky and Soros Taught Us About Instability
*Repost from SpeculatorsAnonymous.com
Mar 25, 2023
•
Adem Tumerkan
1
A Global Earnings Recession Looms And Zombie Companies Are The Most Fragile
Back in October, I wrote about the looming global earnings recession.
Mar 24, 2023
•
Adem Tumerkan
The Yield Curve is Steepening – And This is The True Signal of Trouble Ahead
Back in August, I wrote about the U.S.
Mar 21, 2023
•
Adem Tumerkan
2
See all
Speculators Anonymous
Macro-economics + contrarian speculation + optionality + book reviews
Subscribe
Speculators Anonymous
Subscribe
About
Archive
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
