Sunday, October 22, 2017

Adem Tumerkan

Adem Tumerkan is an independent analyst covering the metals and mining industry as well as global macro investing.

Gold, Bond, And Now Stock Investors Doubt The Fed

That is why we haven't seen gold drop below $1000. This is why long term bonds, like the 10 & 30 year, are falling while the Fed hikes. This is why the stock investors aren't fleeing from stocks offering higher yields and equities prices continue their bull run even as economic data deteriorates. . .

Flattening Yields & the Low Volatility Problem

Hyman Minsky had taught that years of prosperity and extended periods of low volatility are what breed excessive risk taking and speculation. Thus prolonged low volatility today sets the foundation for extreme volatility in the future. And today the market has the volatility index (VIX) at multi-year lows. . .

The Bond Market is Calling the Fed’s Bluff & So Should You

Something happened Tuesday that we haven't seen since December 2007. . . The spread between treasury bills due in 5 years and the 30 year collapsed....

Odds Rising For Recession, Falling Stocks And Inverting Yields

Yesterday the Federal Reserve hiked rates .25%. It is the second time they have tightened this year. And Yellen even laid out the foundation...

Consumer Credit Flops And Why This Is A Big Problem

Today the Federal Reserve released the April Consumer credit growth data. And it was another splash of cold water in the face of the...

The Psychology of Investing by Adem Tumerkan

Investing is all psychological.  I learned from George Soros how important his Theory of Reflexivity is. The crowds prevailing perception is what moves prices up or down,...
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