Yeni y\u0131l rallisinin beni \u00e7ok \u015fa\u015f\u0131rtt\u0131\u011f\u0131n\u0131 s\u00f6yleyebilirim.\u00a0 Nerde hata yapt\u0131\u011f\u0131m\u0131 anlamak i\u00e7in uzun s\u00fcre d\u00fc\u015f\u00fcnd\u00fcm, sonunda gelen veriler cevab\u0131 bulmama yard\u0131mc\u0131 oldu.\u00a0 Bu rallinin fundamentallerle pek bir alakas\u0131 yok. Tamamen fon ak\u0131m dinamiklerinden kaynaklan\u0131yor.\u00a0 Ama, y\u0131l\u0131n ilk yar\u0131s\u0131 i\u00e7in global stratejimi de\u011fi\u015ftirmeye hi\u00e7 niyetim yok.\u00a0 D\u00fcnyan\u0131n \u00f6n\u00fcndeki en b\u00fcy\u00fck felaket olan AB krizleri al\u0131nan bu tedbirlerle \u00e7\u00f6z\u00fclmez, aksine daha k\u00f6t\u00fcye gider.\u00a0 \u015eubat ba\u015f\u0131 ya da ortalar\u0131 gibi, fonlar tamanen plase olup, yat\u0131r\u0131mc\u0131 sat\u0131n alacak taze hikaye aray\u0131nca, bu ger\u00e7e\u011fi g\u00f6recek. Ama piyasa-topsiye ba\u015flamadan \u00f6nce bana inan\u0131p yat\u0131r\u0131m yapt\u0131\u011f\u0131n\u0131 iddia edenlere bir ka\u00e7 \u00f6\u011f\u00fct.<\/p>