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
Did Gold And Silver Just Get Their “Greenspan Put”?
Good piece.
You Thought QE Was Over
Well done.
Walter Energy: Beware The Risk As Evidenced By The Company's Deeply Distressed Bond Prices
Good critical thinking for investors here.
Resource Stock Capitulation, Japan's Hopeless Future, And Irresponsible Politicians
I thought half-half was good. Write about the company and stocks while verbally speaking about economies. Most potential return with limited time. Thanks.
Offshore Jurisdiction Review: Singapore
Heard great things about Singapore. Going out there soon. Good article.
Is Gold On A Path Towards An Inevitable Rise?
I apologize for all my "ughs" and "uhms". I uploaded the wrong video as an amateur mistake. The next ones will be better. Thank you gentleman.
Start Your Own Gold Standard
Good work.
Is The Fed Targeting Another Bubble?
I agree with the thesis. If the Fed truly wanted inflation it could have taken the "QE" and divided the amount and sent a check to every family. Lets face it, the Fed was created by bankers, for bankers, and to protect bankers.
American Sands Energy: A Revolutionary Unique Oil Sands Play
Yes this is a speculation not an investment in my opinion. As all early oil development companies are extremely risky and need funding to survive. But AMSE has incredible deposit and cash costs that I dont believe can be ignored.
Anfield Resources Ignored In Uranium Spot Price Spike To $42/lb
Good article. I agree, the long awaited inevitable price rise of uranium seems underway.