Speculators Anonymous Analysis

The Plague Of Pigs: How I’m Playing China’s Hog Crisis By Adem Tumerkan - Apr 21, 2019

As a macro-speculator – I keep my eyes open for trade ideas from all over. Whether its commodities or currencies or even foreign equities. And – if you remember – near the end of...

Complacent Investors Continue Shorting Volatility. What To Do Instead By Adem Tumerkan - Apr 14, 2019 1

Since the Federal Reserve last month effectively paused their tightening program – markets have calmed considerably. Thus investors are back shorting volatility since they expect smoother days...

“This Time Isn’t Different”: Why An Inverted Yield Curve Really Matters By Adem Tumerkan - Apr 07, 2019

Since the U.S. yield curve first inverted in December (I wrote about it the day it happened – read here) – I’ve seen mainstream financial media pundits shrug it off. They’ve...

Beware: These 3 Indicators Signal World Trade Will Continue Sinking By Adem Tumerkan - Apr 05, 2019

Regardless of ‘overly optimistic’ headlines from opinion pieces via the mainstream financial media – global trade isn’t looking so good.Actually – things are declining...

Chance Of A Global Earnings Recession Grows By Adem Tumerkan - Apr 03, 2019

I first formed my “there will be a global earnings recession in late 2019” hypothesis when I saw the South Korean Export Growth indicator (aka SKEG) plunge in May 2018.And ever since then...

This Important Fed Indicator Drives Monetary Policy By Adem Tumerkan - Mar 24, 2019

I came across something today of which I believe is the most important thing for gauging monetary policy. And the mainstream financial media isn’t even talking about it (or worse –...

Are Global Corporate Earnings About To Plunge? By Adem Tumerkan - Mar 21, 2019

FedEx – the global shipping firm – just released their quarterly report. And it gives us a decent look at the global economy.As expected – it wasn’t pretty. In summary –...