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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