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Recent posts
Adem Tumerkan • Sep 4, 2026
Bank Lending Defies High Rates, China’s EV Glut Goes Global, and U.S. Job Growth Gets Revised Away
Explore why bank lending remains loose despite high rates, how China’s EV glut is spreading globally, and why U.S. job growth keeps getting revised lower.
ChinaDeep DiveBankingLabor MarketAutos
Admin • Sep 1, 2026
Dunham Earns Four ThinkAdvisor Luminaries 2026 Finalist Nods
Dunham earned four finalist nominations in ThinkAdvisor’s 2026 Luminaries Awards, including honors for thought leadership, education, marketing leadership and wholesaling.
Announcements
Adem Tumerkan • Aug 28, 2026
The Fifth Wave: Why the Global Rearmament Cycle Is Just Getting Started
Global defense spending is rising as nations rebuild stockpiles, expand drone capacity, and prepare for a rearmament cycle that could last years.
MacroCyclesEuropeGeopolitics
All Posts
Adem Tumerkan • Feb 21, 2026
Financial Advisor Shortage: Who Will Manage the $90 Trillion Next-Gen Wealth Transfer?
Nearly 40% of financial advisors are set to retire as $90 trillion changes hands from Boomers to Millennials/Gen Z. Is the industry facing a talent crisis?
RetirementFinancial Advisor
Adem Tumerkan • Feb 20, 2026
Is China’s Stock Market Rally Forming a Bubble Amid Economic Weakness?
China’s stock rally is surging amid deflation, weak loan growth, & toxic debt. Is the market disconnecting from economic reality? Or are stocks front running?
MacroMorning PourChinaMarkets
Adem Tumerkan • Feb 17, 2026
Sequence Risk in Retirement: When Diversification Isn’t Enough
Sequence risk in retirement means timing matters more than average returns. Learn how early losses, volatility, and diversification impact outcomes.
RetirementFinancial Advisor
Adem Tumerkan • Feb 16, 2026
Why the Euro Won’t Replace the USD as the World’s Reserve Currency
Can the euro replace the USD as the top reserve currency? Germany’s export model, France’s debt, and eurozone fragmentation suggest it remains unlikely.
MacroMorning PourCurrencies
Adem Tumerkan • Feb 16, 2026
Capital Spending Jumps, Meme Stocks Surge, & EU-China Trade Gap Widens
U.S. capital spending surges to 1997 levels, meme stock speculation returns as M2 rises, and Europe faces mounting trade pressure from China.
Deep DiveTrade WarLiquidity
Adem Tumerkan • Feb 13, 2026
Could Deflation Be the Next Big Risk? What Investors Should Watch
High debt, weaker demographics, falling asset prices, and AI-driven productivity may raise deflation risk. Here’s what investors need to know.
MacroMorning PourInflation
Adem Tumerkan • Feb 13, 2026
Markets Don’t Trend Toward Equilibrium — They Trend Toward Instability
Why markets trend toward instability—not equilibrium. Explore Minsky’s Financial Instability Hypothesis and Soros’ Reflexivity to understand bubbles & crashes
Debt & CreditMarketsCycles
Adem Tumerkan • Feb 10, 2026
Why Generational Wealth Fails — And How Trusts and Governance Help Stop It
Most family wealth fades by the third generation. Learn how trusts, governance, and heir preparation can reduce generational risk and keep capital intact
Financial AdvisorDunham Trust
Adem Tumerkan • Feb 10, 2026
4 Investor Biases That Skew Decision-Making (And How to Avoid Them)
Learn how to identify and mitigate common investor biases that can skew financial decisions and help improve your long-term investment outcomes.
Mental Toolbox
Adem Tumerkan • Feb 9, 2026
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
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