Wednesday, June 7, 2023 4:14 PM EDT
Oil would sink lower amid weaker global demand and fading momentum.
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PERSONAL BLOG
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 up.
Illinois has a defunct government that is at odds. They haven't had a state budget for over 700 days. And pension liabilities are out of control. Being junked will crippled their credit access. We have seen this picture before & it never ends well.
In this article: HYD
How will the election impact investors & what asset classes stand to benefit the most?
There are 24 hours a day that individuals will never get back. In that case, what makes someone losing 10 minutes of their precious time to listen to me? What makes me different and worth listening too? How can I help investors become wealthier? Time will tell.
Work Experience
| Editor-In-Chief & Analyst | |
| Palisade Global Investments Ltd. | |
| November 2017 - Present (5 years 8 months) | |
|
Editor-in-Chief of www.Palisade-Research.com A Team of Contrarians and Experienced Investors Writing About Macro-Situations, Mining Stocks and Providing Top Market Research on Commodity Trends and Sector Cycles for our Readers. Most importantly, Turning Theory into Actual Practical Advice... |
| Analyst | |
| Stansberry Research | |
| October 2016 - March 2017 (6 months) | |
|
+ I performed research on our portfolio of stocks and wrote content. + I also wrote reports on potential new investment ideas. +I contributed to idea generation along with aiding my fellow analysts and our editors. |
| President | |
| Diutinus, LLC | |
| June 2014 - June 2016 (2 years 1 month) | |
|
+ Portfolio structuring and consulting for private investors. + Freelance writing and publishing for various columns and newsletters. + Research and issue investment reports for clients. |
Publications
| Thoughts of a Speculator | |
| Adem Tumerkan | |
| Adem Tumerkan, Diutinus LLC | |
| 05/01/2015 | |
|
Newsletter covering market commentary with satire, contrarian investment ideas, value investing and a focus on the resource sector and equities. Publication is bi-weekly and is 5 pages. $9.99 a month and an exclusive mailing list. Contact me for more information. |
| Stitches | |
| Adem Tumerkan | |
| Amazon | |
| 03/13/2015 | |
|
Written in 2015, Stitches is a short story compilation book. It is raw, uncut, and deep as it tells tales of death, love, loss and heartbreaks with a numbing tone. The books narrator tells us tragedy and humor that is shared between mortals of all ages. Simply written enough for everyone too relate. "A very deep collection of the authors thoughts and experiences. The emotions expressed in the writings can be imagined, or felt whilst reading. Not like other books of a similar genre...very unique.....real is a word that comes to mind. The struggle to stay above water in a flooding world. I highly recommend it." - Tom Wallace |
Latest Comments
Snap Fails To Generate Interest And Value
Great article and Agree
Face Off: Stocks Vs. Bonds And The Economic Outlook
Here is the link.
www.talkmarkets.com/.../dismal-data--inverting-yields-signal-a-recession
Face Off: Stocks Vs. Bonds And The Economic Outlook
I just wrote an article also discussing the divergence. To me its more the Bond market vs the Fed. Bond investors expecting deflation and recession and disbelieving the Feds optimism for inflation and higher growth.
I also use the recent data showing falling loan origination markets...
If the Fed continues hiking and long term rates keep falling as economic data worsens, we're looking at an inverted yield curve. Which almost certainly will mean a recession.
Good article Sir.
Something Big Happened In The Gold Market: Must See Charts
Well done article
Jayant Bhandari: Gold Miners Overpriced
Only that mining equities were overvalued
Jayant Bhandari: Gold Miners Overpriced
Great interview - well done. Always a pleasure to hear Jayant's insight. But I must say I disagree with him on this one.
Gold Flows East – Silver Follows
Very good work - it's ridiculous the imbalance between people's perceptions of gold and its reality
Pundits 'Hunting' For 'Signs Of A Bear'
excellent article - a very good source of "real" data that major media hubs are absent of showing.
What Exactly Is The Fed Thinking? Avoid Catching Falling Knives
I think of it as more of a carefully approached speculation, similar to chess, about the only options the Fed has.
Recession is here this they need to cut/go negative/QE
Or they try to not embarrass themselves after touting how well the economy is doing, warranting a rate hike, and keep the hikes going to keep confidence in them - and plunge he economy into a great recession.
Either or both roads lead to the same path.
The Ghost Of The Feds Past: Rate Hikes, Rate Cuts, And The Great Collapse
I also dont think it is the sole reason either.
But mentioning China, they had a similar volatile and our markets also plunged in August, just as the crowd as positive the Fed would hike rates - then they didnt and markets rocketed.
The data is clear, we are in a recession.
Alot of the issues you just named are symptoms of a strong dollar in my opinion (or atleast the strong dollar added to the damage).