Adem Tumerkan

Many longtime readers know that I’ve been very critical of the housing market after the massive boom in real estate prices post-COVID. And as we learned from the underrated Austrian economist...

A few weeks ago – I wrote an article highlighting the four major global indicators that show more economic downside ahead. And since then – things have only grown more fragile as the...

While the Federal Reserve continues trying to rein in prices with its aggressive tightening – macro-speculators are busy focusing on the yield curve. Which is now signaling serious trouble ahead...

Back in summer 2019, I wrote an article highlighting one of my favorite ways to measure market liquidity and what it means for speculators. I’m talking about the Chicago Fed’s National...

In early June I wrote an article highlighting China’s increasing fragility and the negative ripple-effects it would have on the world economy. To give you some context: I hypothesized that...

Many longtime readers know that I’ve talked often about there being a global savings glut issue. Or, said another way, there’s been far too much liquidity in the global financial system...

Many longtime readers know that I’ve remained skeptical about China’s economy for a couple years now. And while the mainstream financial media hasn’t worried much over China’s...

Last year—when the COVID-19 pandemic hit—both the Federal Reserve and the U.S. government began aggressively easing. (Via borrowing and printing trillions at a pace never seen...

Back in June 2019 (exactly one year ago) – I published an article highlighting the increasing fragility in the corporate credit markets. To give you some context: I wrote about the towering wall...

Last month – I wrote an article highlighting the ongoing ‘fiscal tightening’ via the U.S. Treasury that’s negatively affecting global financial conditions. Or – said...