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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