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Recent posts
Adem Tumerkan • Sep 11, 2026
Sticky U.S. Inflation Defies the Fed, Japan's Wage Spiral Grows, and China's Sudden Lithium Glut
Inflation stays stuck near 65-month highs as the Fed weighs a hike, Japan's wages hit their fastest pace since 1997, and a data revision doubles China's lithium stockpile overnight
MacroMorning PourCommoditiesInflation
Adem Tumerkan • Sep 8, 2026
The Great Wealth Transfer: How Advisors Retain Client Heirs
Adult heirs fire the advisor who served their parents. See how to build heir relationships before the $124 trillion Great Wealth Transfer hits your book.
Financial Advisor
Adem Tumerkan • Sep 4, 2026
Bank Lending Defies High Rates, China’s EV Glut Goes Global, and U.S. Job Growth Gets Revised Away
Explore why bank lending remains loose despite high rates, how China’s EV glut is spreading globally, and why U.S. job growth keeps getting revised lower.
ChinaDeep DiveBankingAutos
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Admin • Sep 1, 2026
Dunham Earns Four ThinkAdvisor Luminaries 2026 Finalist Nods
Dunham earned four finalist nominations in ThinkAdvisor’s 2026 Luminaries Awards, including honors for thought leadership, education, marketing leadership and wholesaling.
Announcements
Adem Tumerkan • Aug 28, 2026
The Fifth Wave: Why the Global Rearmament Cycle Is Just Getting Started
Global defense spending is rising as nations rebuild stockpiles, expand drone capacity, and prepare for a rearmament cycle that could last years.
MacroCyclesEuropeGeopolitics
Salvatore M. Capizzi • Aug 27, 2026
The Feminization of Wealth: What Financial Advisors Need to Know
Women are set to control $34 trillion in U.S. assets by 2030. Learn how financial advisors can build trust, retain assets, and better serve women.
Financial Advisor
Adem Tumerkan • Aug 25, 2026
Two Ideas Reshaping Financial Advice: AI Judgment and 50-Year Retirements
Sal Capizzi on why AI raises advisor value instead of erasing it, and why most retirement plans fail long before a 50-year retirement ends.
RetirementFinancial Advisor
Adem Tumerkan • Aug 21, 2026
Treasury Buybacks Target Long Rates, U.S. Profit Margins Hit Records, and AI Credit Risk Rises
Treasury doubles long-term bond buybacks, U.S. corporate profit margins hit records, and AI credit risk rises as hyperscaler CDS spreads widen sharply.
Deep DiveDebt & CreditAI
Adem Tumerkan • Aug 18, 2026
Your Next Referral Will Ask AI About You – Here Are 6 Fixes That Will Help You Stand Out
Referrals now get checked on Google and AI search before the first call. Here are 6 practical fixes to help financial advisors show up when it matters.
AIPractice ManagementMarketing
Adem Tumerkan • Aug 17, 2026
Outsourcing for Financial Advisors: How to Scale Your Practice Without Losing Control
Learn what financial advisors should outsource, what to keep in-house, and how to scale without losing control of the client experience.
Financial Advisor
Adem Tumerkan • Aug 14, 2026
Europe vs. China: Why a Trade War Is Becoming Harder to Avoid
China's trade surplus with the EU hit $113B in early 2026 as the China EU trade war escalates. Why fighting the U.S. and Europe at once may be a fight Beijing can't win.
MacroChinaTrade WarEurope
Salvatore M. Capizzi • Aug 11, 2026
Robo-Advisors Promised To Replace You, But They Did Not: Here is Why AI Will Not Either
Schwab, Fidelity, and JPMorgan all tried replacing advisors with algorithms. All six firms added humans back. Here's what that means for AI.
AIFinancial Advisor
Adem Tumerkan • Aug 7, 2026
Here's the Real Reason Why the U.S. Is Propping Up the Yen
The U.S. and Japan just staged their first joint yen intervention since 1998. Here's what it reveals about debt, currency politics, and the dollar regime.
MacroMorning PourCurrencies