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Insights: AI
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Recent posts
Adem Tumerkan • Recent
AI’s Depreciation Trap, Extreme Fear on Wall Street, and the Housing Cool-Down
This post was authored The AI depreciation trap, extreme market fear as liquidity shifts, and a broad U.S. housing slowdown as prices and affordability fall.
Deep DiveAIMarketsHousing
Adem Tumerkan • Recent
Is the AI Bubble About to Burst? Debt, Hype, and Overcapacity
Exploring whether the AI boom has become a bubble, as debt-fueled spending, hype cycles, and overcapacity raise risks for investors and broader markets.
Debt & CreditAIMarketsCycles
Adem Tumerkan • Recent
The AI Energy Crisis: Why Nuclear Power Is Making a Comeback
AI data centers now consume 15% of grid power in some U.S. regions — pushing up utility bills and fueling a nuclear energy renaissance. Here's what investors need to know.
CommoditiesAIMarkets
All Posts
Adem Tumerkan • Recent
Liquidity Is Evaporating, AI’s Building Boom, & China’s Job Market Crumbles
Liquidity buffers are vanishing as reverse repo drains, AI data centers surge past offices in construction, and China’s youth unemployment soars
ChinaDeep DiveLiquidityAI
Adem Tumerkan • Recent
The SaaS-Pocalypse: Why AI Is Crushing Software Stocks
AI tools are threatening the SaaS seat-based pricing model, triggering a massive software stock sell-off. Here's what investors need to know.
Morning PourAIMarkets
Adem Tumerkan • Recent
AI Capex Shatters Records, Inflation Reignites, and China’s Rare Earth Chokehold Proves Hard to Break
AI capex shatters all records, oil revives inflation just like the 1970s, and China's rare earth chokehold looks harder to break than global markets expect
CommoditiesChinaInflationAI
Adem Tumerkan • Recent
High-Paying Jobs Are Getting Cut, Markets Are Chasing Hope, and Defense Orders Are Near Records
High-paying jobs are getting cut, markets are chasing hope, and U.S. defense orders are near records as AI layoffs and war spending reshape growth.
Deep DiveAIMarketsCycles
Adem Tumerkan • Recent
AI Prompts for Financial Advisors: Practical Examples for Client Emails, Meeting Prep, and Marketing
Learn how financial advisors can use AI prompts to save time on client emails, meeting prep, prospect follow-up, and marketing content. Download the full FA’s AI Prompt Playbook.
AIFinancial Advisor