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
Gold Bug Psychology Must Be Neutered
Thanks Kate, I hope my insight helps you with your ends.
Gold Bug Psychology Must Be Neutered
Interesting article. I would comment also for investors to take these bearish and extremely oversold times and pick up quality assets, low cost producers in the gold equities and hold them for a longer term. Do your homework and find the best of the best trading at multi year lows.
Remember bear markets are the authors for bull markets.
Greenspan, Gold Mining And Gravedancing
Greenspan, Gold Mining And Gravedancing
Thanks Ms. Grant.
Why Is Gold Getting Hammered?
Good article Peter. Skiddish investors leave and prudent investors buy on sale for long term.
American Sands Energy: A Revolutionary Unique Oil Sands Play
I agree we as people are a dynamic economy but how many people are going to sell their cars to purchase even more expensive energy efficient vehicles such as Tesla?
American Sands Energy: A Revolutionary Unique Oil Sands Play
As you were just saying, oil prices will come down from globabl worries and growing supply and the feds "low" inflation.
But what will those high cost marginal oil producers do? They will turn off. Its not as if oil isn't a good business, its at what cost. And my argument is that AMSE will be a low cost producer with a great asset that could survive even $55 oil as many other producers in America go offline, which would inevitably lead to high prices anyway.
American Sands Energy: A Revolutionary Unique Oil Sands Play
1. The US only produces at most 9% of the world supply. Low cost producers are what need investing.
2. As marginal producers came online in America many countries have reduced oil output such as Syria and Egypt, Libya and Nigeria due to internal factors.
3. The with the Fed's war on deflation and cost of productions increasing, I doubt falling energy prices will be short. With many countries bypassing the US dollar in all oil trade anyways is growing worrisome.
4. I agree completely.
Gold Shares Heavy Liquidation: Really?
Good article and very informative about these "naked shorts" per'se.