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Insights: Commodities
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Recent posts
Adem Tumerkan • Recent
OPEC’s Oil Flood, BNPL’s Credit Hit, and Copper’s Global Squeeze
OPEC’s oil flood accelerates as Saudi Arabia pumps, BNPL debt enters FICO scores, and a historic copper squeeze rattles global supply chains.
MacroCommoditiesDeep DiveDebt & Credit
Adem Tumerkan • Recent
OPEC’s Prisoner’s Dilemma: Why Saudi Arabia May Flood the Oil Market Again
OPEC+ infighting, quota cheating, and falling oil prices reveal a classic prisoner’s dilemma—one that may force Saudi Arabia to flood the oil market again.
CommoditiesMarketsCycles
Adem Tumerkan • Recent
The Capital Cycle Explained: How Supply Drives Markets More Than Demand
The capital cycle explains how supply and capital flows drive market booms and busts. Learn why supply matters more than demand for investors and what to look for next.
MacroCommoditiesMarketsCycles