Adem Tumerkan

Two months ago – I wrote about the record-breaking onshore defaults that have plagued corporate China in 2018. And – further – I hypothesized that this trend will continue over the...

In mid-March I wrote a piece highlighting the weakening Hong Kong economy and – specifically – the very fragile Hong Kong Dollar (HKD) semi-peg system. . . In summary: I detailed why...

It’s no secret that Turkey’s bled through their U.S. dollar reserves (aka dollar-assets) over the last 14 months as the Turkish lira’s collapsed. And this means they’re clearly...

I don’t think the mainstream financial media and passive investors understand the severe dollar-shortage that’s happening in China. And what it’s heading towards. To refresh your...

As a macro-speculator – I keep my eyes open for trade ideas from all over. Whether its commodities or currencies or even foreign equities. And – if you remember – near the end of...

Since the Federal Reserve last month effectively paused their tightening program – markets have calmed considerably. Thus investors are back shorting volatility since they expect smoother days...

Since the U.S. yield curve first inverted in December (I wrote about it the day it happened – read here) – I’ve seen mainstream financial media pundits shrug it off. They’ve...

Regardless of ‘overly optimistic’ headlines from opinion pieces via the mainstream financial media – global trade isn’t looking so good. Actually – things are declining...

I first formed my “there will be a global earnings recession in late 2019” hypothesis when I saw the South Korean Export Growth indicator (aka SKEG) plunge in May 2018. And ever since then...

I came across something today of which I believe is the most important thing for gauging monetary policy. And the mainstream financial media isn’t even talking about it (or worse –...