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Salvatore M. Capizzi • Oct 13, 2026
Exit Ramp Strategy for Highly Appreciated Stock Using a Charitable Remainder Trust
Help clients diversify appreciated stock with Dunham’s CRT Exit Ramp Strategy. Explore tax deferral, income payments, and additional CRUT contributions.
Tax StrategiesPlanning StrategiesAdvisor ResourcesTax-Efficient Philanthropy
Adem Tumerkan • Oct 9, 2026
Your Dollar Buys 23% Less Than Before COVID - and Three Forces Could Make It Worse
Your dollar buys 23% less than before COVID. See how energy costs, AI spending, and federal deficits could keep prices rising—and squeeze your budget.
MacroMorning PourInflation
Adem Tumerkan • Oct 2, 2026
Treasury Yields Hit a 24-Year High, Oil Reserves Keep Draining, and Housing Affordability Craters
10-year Treasury yields hit a 24-year high, the SPR fell to a 40yr low, and housing affordability hit its worst levels since mid 2023 before rates even soared
CommoditiesDeep DiveMarkets
All Posts
Adem Tumerkan • Feb 4, 2026
Bank Stress Builds, Housing Locks Out a Generation, and Jobs Freeze Up
Fed repo injections hit $125B as bank liquidity tightens, housing affordability locks out first-time buyers, and layoffs accelerate across the U.S. economy
Deep DiveLiquidityLabor Market
Adem Tumerkan • Feb 4, 2026
The Treasury’s Liquidity Flood, CEO Euphoria, and a $142T Inflation Surge
Treasury liquidity is set to surge as $950B flows back into markets, CEO confidence hits highs not seen since 2007, & $142T keeps inflation structurally high
MacroInflationDeep Dive
Adem Tumerkan • Feb 3, 2026
Trade Wars Explained: Tariffs, Currency Wars, and Global Impact
Trade wars explained: how tariffs, retaliation, and currency wars interact with global imbalances, inflation, & financial stability across the global economy
MacroTrade WarCycles
Adem Tumerkan • Feb 3, 2026
China’s Trade Truce With the U.S. Buys Time — But Its Problems Are Structural
China’s housing collapse, local government debt, and overcapacity show why a temporary U.S. trade truce won’t solve its deeper economic crisis.
MacroMorning PourChina
Adem Tumerkan • Feb 3, 2026
Trump's Tariffs: Winners, Losers, and What Comes Next
Tariffs aim to reshore manufacturing and shrink America's trade deficit. See who benefits, who pays more, and whether the strategy is working.
MacroMorning PourTrade War
Adem Tumerkan • Feb 3, 2026
Real Rates Bite, China’s $1T Surplus, & Short Term Debt Risks Rise
Real rates stay too tight, China’s $1T surplus is becoming a global market problem, and governments face rising rollover risks as short-term debt piles up.
ChinaDeep DiveDebt & Credit
Adem Tumerkan • Feb 2, 2026
Crypto Explained for Financial Advisors: A Jargon-Free Cheat Sheet
A jargon-free crypto cheat sheet for financial advisors - covering Bitcoin, Ethereum, DeFi, taxes, risks, and how to answer common client questions
CryptoFinancial Advisor
Adem Tumerkan • Feb 2, 2026
Why Investors Hate Losing: Prospect Theory, Loss Aversion & Market Behavior
Prospect theory explains why investors fear losses more than gains. Learn how loss aversion, ego, and the Babe Ruth Effect shape investment decisions.
MarketsMental Toolbox
Adem Tumerkan • Feb 2, 2026
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 • Feb 2, 2026
Why a BRICS Currency Isn’t Realistic (Yet)
A BRICS currency is unlikely to replace the dollar. See the trade, yuan, capital-control, and global-liquidity barriers behind de-dollarization.
MacroCurrenciesMarketsBRICS
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