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Insights: Markets
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Recent posts
Adem Tumerkan • Recent
What Is a Dollar Shortage? How a Strong USD Threatens the World Economy
When dollars run scarce, global economies unravel. Here's what a global dollar shortage actually means, why it matters right now, and who gets hurt first..
MacroCurrenciesMarkets
Adem Tumerkan • Recent
Why the Falling Dollar Puts $30T in Foreign Assets at Risk
The falling dollar is putting $30T in foreign assets at risk — and forcing a massive currency hedging cycle. Here's what it could mean for global markets.
MacroCurrenciesMarkets
Adem Tumerkan • Recent
What a Weak Dollar Actually Means for Your Clients' Portfolios
A weak dollar raises inflation, lifts commodities, and boosts exporters. Here's how financial advisors can explain the impact and turn client concern into action.
Morning PourCurrenciesMarkets
All Posts
Adem Tumerkan • Recent
The Flaws of a BRICS Currency: Why De-Dollarization Won’t Succeed (For Now)
A proposed BRICS currency faces a fatal flaw: BRICS nations structurally depend on U.S. trade deficits to absorb export surpluses. Why de-dollarization won't work
MacroCurrenciesMarketsBRICS
Adem Tumerkan • Recent
Prices Are Set at the Margin: Why Small Trades Move Big Markets
Market prices are set by marginal buyers and sellers, not consensus - explaining sudden volatility, liquidity shocks, rapid repricing and more.
MarketsMental Toolbox
Adem Tumerkan • Recent
What Is DunhamDC? A Buy Fear, Sell Greed Investment Strategy
Discover DunhamDC, an innovative investment strategy that buys during market fear and sells during greed, inspired by Warren Buffett and Ben Graham's timeless wisdom.
DunhamDCMarkets
Adem Tumerkan • Recent
8 Powerful Analogies to Help Clients Understand the Stock Market
Explaining the stock market to clients can be challenging. Use these 8 simple analogies to help make these complex concepts more clear
MarketsFinancial Advisor
Adem Tumerkan • Recent
Why Crypto Has Value: Understanding BTC, ETH, and SOL as Financial Infrastructure
Why does cryptocurrency have value? Learn how Bitcoin, Ethereum, and Solana can function as global financial infrastructure - not just speculative coins.
CryptoMarketsFinancial Advisor
Adem Tumerkan • Recent
Warren Buffett's Investment Strategy: Key Principles, Lessons, and Examples
Warren Buffett's investment strategy explained: value investing, margin of safety, contrarian thinking, and his greatest investments over 60 years.
DunhamDCMarketsMental Toolbox
Adem Tumerkan • Recent
Fiscal Dominance: Why Rising Government Deficits Are Undermining the Fed
Fiscal dominance occurs when government deficits overpower monetary policy. Learn how rising debt is weakening the Fed’s ability to control inflation.
MacroInflationDebt & Credit
Adem Tumerkan • Recent
Understanding Inflation: The 3 Types & Why Prices Keep Rising
Learn how demand-pull, cost-push, and monetary inflation work and how all three drove post-pandemic price surges that still affect investors today.
InflationMarketsCycles
Adem Tumerkan • Recent
Overnight Reverse Repo: What it is and Why Liquidity Is Drying Up
Learn how the overnight reverse repo works, why usage has collapsed, and what shrinking liquidity could mean for markets and financial stability.
LiquidityBankingMarkets
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