Editor-In-Chief at Palisade Research
Contributor's Links: Palisade Research

My name is Adem Tumerkan and I am the Editor-in-Chief of Palisade Research. 

I'm 26 years old. Born contrarian and skeptic. I like the mining sector but I'm really a contrarian/value investor that ... more

ALL CONTRIBUTIONS

Blowing Up: The Italian Debt Crisis, The Experts That Missed It – And What’s Next
We know that when bond yields go up, the bond prices go down. And whoever owns all these depreciating bonds – mostly owned by banks – will suffer... Now the real question is: what’s the contagion from this Italian debt crisis?
Read
Drowning In Debt: Delinquencies Are Surging And It’s Only Getting Worse
After the shocking release of used car prices collapsing most since 2008, and subprime auto loan delinquencies at a 22 year high - credit card delinquencies are now sharply ticking higher. What's going on?
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The Bond Market Is Calling The Fed’s Bluff – Things Aren’t Looking Good
The FOMC's recent minutes explain why the yield curve continues towards flattening - then soon afterwards - inverting. Even with inflation running hot, Fed rate hikes, and balance sheet unwinding - the trend wont break.
Read
Subprime Chaos: The Auto Bubble Is Bursting And It’s Worse Than 2008
After years of cheap debt, the Fed's rate hikes are making auto loans difficult to service. Sound familiar to mortgages in 2008?
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Don’t Be Fooled By The Dollar’s Recent Rise – It’s Still Going Down Much More
The U.S. Dollar has been on a tear over the last few weeks. And many mainstream pundits are calling for the renewal of a dollar bull market.
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Beware: These 3 Important Indicators Are Signaling Economic Problems Ahead
After studying these three important - yet little used- indicators. I expect earnings to underperform over the next 12 months. This narrative throws cold water in the face of the mainstream's 'growth' story.
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Comments

Latest Comments
Snap Fails To Generate Interest And Value
1 year ago

Great article and Agree

In this article: SNAP
Face Off: Stocks Vs. Bonds And The Economic Outlook
1 year ago

I just wrote an article also discussing the divergence. To me its more the Bond market vs the Fed. Bond investors expecting deflation and recession and disbelieving the Feds optimism for inflation and higher growth.

I also use the recent data showing falling loan origination markets...

If the Fed continues hiking and long term rates keep falling as economic data worsens, we're looking at an inverted yield curve. Which almost certainly will mean a recession.

Good article Sir.

Something Big Happened In The Gold Market: Must See Charts
2 years ago

Well done article

In this article: GLD
Jayant Bhandari: Gold Miners Overpriced
2 years ago

Only that mining equities were overvalued

In this video: GDX, GDXJ, GLD
Jayant Bhandari: Gold Miners Overpriced
2 years ago

Great interview - well done. Always a pleasure to hear Jayant's insight. But I must say I disagree with him on this one.

In this video: GDX, GDXJ, GLD
Gold Flows East – Silver Follows
2 years ago

Very good work - it's ridiculous the imbalance between people's perceptions of gold and its reality

In this article: GLD, SLV
Pundits 'Hunting' For 'Signs Of A Bear'
2 years ago

excellent article - a very good source of "real" data that major media hubs are absent of showing.

What Exactly Is The Fed Thinking? Avoid Catching Falling Knives
2 years ago

I think of it as more of a carefully approached speculation, similar to chess, about the only options the Fed has.

Recession is here this they need to cut/go negative/QE

Or they try to not embarrass themselves after touting how well the economy is doing, warranting a rate hike, and keep the hikes going to keep confidence in them - and plunge he economy into a great recession.

Either or both roads lead to the same path.

The Ghost Of The Feds Past: Rate Hikes, Rate Cuts, And The Great Collapse
2 years ago

I also dont think it is the sole reason either.

But mentioning China, they had a similar volatile and our markets also plunged in August, just as the crowd as positive the Fed would hike rates - then they didnt and markets rocketed.

The data is clear, we are in a recession.

Alot of the issues you just named are symptoms of a strong dollar in my opinion (or atleast the strong dollar added to the damage).

In this article: GLD, BP, CHK, HAL, M, WMT
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STOCKS I FOLLOW

AMSE AMERICAN SANDS ENERG
AROFF Africa Opportunity Fund
ARW.TSXV AROWAY MINERALS INC
AUY Yamana Gold Inc.
DDEJF DUNDEE CORP CL A
EGO Eldorado Gold Corporation
GDX Market Vectors Gold Miners ETF
GG Goldcorp Inc.
GORO Gold Resource Corporation
IAG IAMGOLD Corporation
IPT.TSXV IMPACT Silver Corp.
IVN Ivanhoe Mines Ltd.
KGC Kinross Gold Corporation
KSKTF KISKA METAL CORP
MAD.TSXV Miranda Gold Corp.
MNDJF MANDALAY RES CORP
PMNXF PERSEUS MINING
PRU.TSX PERSEUS
RCCMF Nippon Dragon Resources Inc.
RPMGF RYE PATCH GOLD CORP
SAM.TSX Starcore Intl Mine J
SAND Sandstorm Gold Ltd.
SLW Silver Wheaton Corp.
SMDZF STRATEGIC METALS LTD
TGCDF Teranga Gold Corp
TME.TSXV Temex Resources Corp.
UEC Uranium Energy Corp
VGQ.TSX Virginia Mines Inc J
XTM.TSXV Transition Metals Corp
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TWEETS

LATEST ACTIVITY

Adem Tumerkan
cane_jean SantiagoAuFund Sorry there’s only so many characters I can write on Twitt...

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Adem Tumerkan
cane_jean SantiagoAuFund That’s also true - honestly, macro economies are so comple...

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Adem Tumerkan
cane_jean SantiagoAuFund... Sector is tiny compared to what will happen everywhere...

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PERSONAL BLOG

Latest Posts
Gold, Bond, And Now Stock Investors Doubt The Fed
That is why we haven't seen gold drop below $1000. This is why long term bonds, like the 10 & 30 year, are falling while the Fed hikes. This is why the stock investors aren't fleeing from stocks offering higher yields and equities prices continue up.
Illinois Headed For Junk Rating And Its Just Beginning
Illinois has a defunct government that is at odds. They haven't had a state budget for over 700 days. And pension liabilities are out of control. Being junked will crippled their credit access. We have seen this picture before & it never ends well.
Clinton, Trump And Gold: Become Antifragile In A Fragile World
How will the election impact investors & what asset classes stand to benefit the most?
Lone Wolf Investing: Why Should You Listen Or Care About My Work?
There are 24 hours a day that individuals will never get back. In that case, what makes someone losing 10 minutes of their precious time to listen to me? What makes me different and worth listening too? How can I help investors become wealthier? Time will tell.

Work Experience

Editor-In-Chief & Analyst
Palisade Global Investments Ltd.
November 2017 - Present (10 months)

Editor-in-Chief of www.Palisade-Research.com 

A Team of Contrarians and Experienced Investors Writing About Macro-Situations, Mining Stocks and Providing Top Market Research on Commodity Trends and Sector Cycles for our Readers. Most importantly, Turning Theory into Actual Practical Advice...

Analyst
Stansberry Research
October 2016 - March 2017 (6 months)

+ I performed research on our portfolio of stocks and wrote content.

+ I also wrote reports on potential new investment ideas.

+I contributed to idea generation along with aiding my fellow analysts and our editors. 

President
Diutinus, LLC
June 2014 - June 2016 (2 years 1 month)

+ Portfolio structuring and consulting for private investors. 

+ Freelance writing and publishing for various columns and newsletters. 

+ Research and issue investment reports for clients. 

Education

Publications

Thoughts of a Speculator
Adem Tumerkan
Adem Tumerkan, Diutinus LLC
05/01/2015
Newsletter covering market commentary with satire, contrarian investment ideas, value investing and a focus on the resource sector and equities. Publication is bi-weekly and is 5 pages. $9.99 a month and an exclusive mailing list. Contact me for more information.
Stitches
Adem Tumerkan
Amazon
03/13/2015
Written in 2015, Stitches is a short story compilation book. It is raw, uncut, and deep as it tells tales of death, love, loss and heartbreaks with a numbing tone.

The books narrator tells us tragedy and humor that is shared between mortals of all ages. Simply written enough for everyone too relate.

"A very deep collection of the authors thoughts and experiences. The emotions expressed in the writings can be imagined, or felt whilst reading. Not like other books of a similar genre...very unique.....real is a word that comes to mind. The struggle to stay above water in a flooding world. I highly recommend it." - Tom Wallace