My name is Adem Tumerkan and I’m the analyst and editor at Speculators Anonymous.
I’m a macro-speculator and a former market analyst that got tired of the mainstream financial industry (full details below).
I’m LONG volatility, optionality, holistic thinking, cycles, and history — I’m SHORT ...
moreMy name is Adem Tumerkan and I’m the analyst and editor at Speculators Anonymous.
I’m a macro-speculator and a former market analyst that got tired of the mainstream financial industry (full details below).
I’m LONG volatility, optionality, holistic thinking, cycles, and history — I’m SHORT efficient markets, fragility, reductionsim, crowd thinking, and interventionism.
Some of my favorite thinkers and traders are Nassim Taleb, Mark Spitznagel, Benoit Mandelbrot, Stanely Druckenmiller, Michael Mauboussin, Ludwig Von Mises, and Hyman Minsky. Their work has greatly influenced my own ideas and investing.
I’m always looking for positively asymmetric (low risk – high reward) opportunities. .
Formerly, I was the Editor-in-Chief of Palisade Research. I'm a born contrarian and skeptic. I like the mining sector but I'm really a contrarian/value investor that looks for macro situations and asymmetric opportunities wherever they are. I use options regularly (I buy them ONLY - never sell, as I'm not suicidal) to make volatility my friend and set up for fat-tail events.
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Latest Comments
5 Undervalued Companies For Defensive Investors With High Dividend Yields – July 2015
Interesting companies and most I had not even heard of. With stocks trading sideways would you have investors hold off purchasing until the next big downturn?
How To Identify A Classic Bubble
Good job explaining for the masses to understand the classic bubble criteria per'se
China's Gold Story - A Contradiction
Thank you - this is a problem that needs more attention. As George Soro's said to making large profits, "find a commonly held precept that is wrong and bet against it."
The Investment Case For Gold Resource Corp.: A Minority Report
An important note I forgot too make: value investors must demand a premium for the risk they are taking. Not only is GORO's share price and P/E attractive, but it offers investors a dividend yield as that premium for owning their stock in this market. Truly classic Ben Graham investing.
The Investment Case For Gold Resource Corp.: A Minority Report
Agreed - and as the price of gold rises to about 1,400 the dividend should double from that point aswell.
Informative And Timely Interview With The CEO Of Terraco Gold- Todd Hilditch
Ironically I was a shareholder is both and made handsome profits since entry during summer 2013. I am very much looking to get back involved at current prices.
Informative And Timely Interview With The CEO Of Terraco Gold- Todd Hilditch
This is an excellent article for investors interested in the industry to find out some solid names and information from them.
Interview With Alex Molnyeux, Chairman Of Azarga Uranium And Industry Expert
Great article; gives investors a good pool of uranium investments to look into.
Interview With CEO Of American Sands Energy
Good work Peter on an intriguing interview.
Chen Lin Says Gold Miners Need To Produce At $1,000/oz Or Less To Survive
Good interview