{"id":11465,"date":"2012-02-10T10:07:34","date_gmt":"2012-02-10T08:07:34","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=11465"},"modified":"2012-02-10T10:07:34","modified_gmt":"2012-02-10T08:07:34","slug":"kartopu-etkisi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/kartopu-etkisi\/","title":{"rendered":"Kartopu etkisi"},"content":{"rendered":"<h4 style=\"text-align: justify\" align=\"center\"><strong><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Art\u0131k b\u0131kk\u0131nl\u0131k gelse de yapacak bir \u015fey yok, d\u0131\u015far\u0131da g\u00fcndem yine Yunanistan. D\u00fcn Yunanistan\u2019da liderlerin kemer s\u0131kma \u00f6nlemleri konusunda anla\u015ft\u0131klar\u0131 a\u00e7\u0131kland\u0131. Bu haber piyasalara ilk d\u00fc\u015ft\u00fc\u011f\u00fcnde anla\u015fman\u0131n liderler ve Troyka aras\u0131nda yap\u0131ld\u0131\u011f\u0131 alg\u0131s\u0131 olu\u015ftu. Daha sonra bu anla\u015fmandan kast\u0131n, Yunanistan\u2019da liderlerin kendi aralar\u0131nda vard\u0131\u011f\u0131 bir uzla\u015fma oldu\u011fu \u00f6\u011frenildi. Yunanistan\u2019da liderler aras\u0131nda var\u0131lan bu anla\u015fma, AB Maliye Bakanlar\u0131\u2019n\u0131n ikinci kredi dilimini onaylamas\u0131na yetmedi. D\u00fcn Yunanistan\u2019da var\u0131lan anla\u015fmay\u0131 yetersiz bulan AB Maliye Bakanlar\u0131 kredi diliminin serbest b\u0131rak\u0131labilmesi i\u00e7in Yunanistan\u2019a \u00fc\u00e7 \u015fart ko\u015ftular. <\/span><\/h4>\n<ul style=\"text-align: justify\">\n<li>\n<h4><span style=\"font-family: Calibri\">\u00dczerinde anla\u015f\u0131lamayan 300 milyon euroluk kesintinin nas\u0131l sa\u011flanaca\u011f\u0131 a\u00e7\u0131klans\u0131n<\/span><\/h4>\n<\/li>\n<li>\n<h4><span style=\"font-family: Calibri\">Nisan ay\u0131ndaki se\u00e7imler sonras\u0131, yeni iktidar\u0131n bu \u00f6nlemleri uygulamama ihtimaline kar\u015f\u0131 t\u00fcm siyasi liderlerden ba\u011flay\u0131c\u0131 nitelikte s\u00f6z al\u0131ns\u0131n<\/span><\/h4>\n<\/li>\n<li>\n<h4><span style=\"font-family: Calibri\">\u00dczerinde anla\u015f\u0131lan maddelerin uygulanmas\u0131n\u0131n kanunlara ba\u011flans\u0131n<\/span><\/h4>\n<\/li>\n<\/ul>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Bu \u015fartlar a\u00e7\u0131k bir \u015fekilde AB\u2019nin Yunanistan\u2019da i\u015fi \u015fansa ve g\u00fcvene b\u0131rakmak istemedi\u011fini g\u00f6steriyor. \u0130lk kredi diliminin ard\u0131ndan \u00f6devlerini yapmakta ba\u015far\u0131s\u0131z olan Yunanistan\u2019\u0131n sadece ekonomisi de\u011fil g\u00fcvenirli\u011fi de kriz ya\u015f\u0131yor. Bu nedenle de AB, iktidar\u0131 ve muhalefetiyle t\u00fcm Yunan siyaset\u00e7ileri boyunduruk alt\u0131na almak niyetinde. \u00d6zetle Yunanistan krizi hala \u00e7\u00f6z\u00fclemedi. Birka\u00e7 g\u00fcn i\u00e7inde \u00e7\u00f6z\u00fclecek gibi de durmuyor. Fakat bu noktadan sonra Yunanistan\u2019\u0131n anla\u015fma yerine iflas\u0131 ve eurodan ayr\u0131lmay\u0131 tercih etmesini de beklememek gerekiyor. Biraz gecikmeli de olsa Yunanistan iflas noktas\u0131na gelmeden bu anla\u015fma imzalan\u0131r. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">Draghi m\u00fcjde vermedi<\/span><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">D\u00fcn izledi\u011fimiz en \u00f6nemli geli\u015fmelerden biri de AB Merkez Bankas\u0131 Ba\u015fkan\u0131 Draghi\u2019nin yapaca\u011f\u0131 a\u00e7\u0131klamalard\u0131. Draghi d\u00fcnk\u00fc b\u00fcltenimizde vurgulad\u0131\u011f\u0131m\u0131z konular\u0131n hi\u00e7birinde a\u00e7\u0131k bilgi vermedi. Fakat Yunanistan\u2019\u0131n borcunu yakla\u015f\u0131k 11 milyar Euro daha azaltabilece\u011fi s\u00f6ylenen AMB\u2019nin elindeki tahvilleri ald\u0131\u011f\u0131 fiyattan Yunanistan\u2019a geri sataca\u011f\u0131 haberleri hakk\u0131nda sessiz kalmay\u0131 tercih etti. Fakat bu konuda yap\u0131lan yorumlar, bu i\u015flem sonucunda AMB\u2019nin zarara u\u011framas\u0131 durumunda yap\u0131lan i\u015flemin kanunlara ayk\u0131r\u0131 olaca\u011f\u0131 yani su\u00e7 te\u015fkil edece\u011fi y\u00f6n\u00fcnde. Bu nedenle \u015fimdilik bu uygulama pek m\u00fcmk\u00fcn g\u00f6r\u00fcnm\u00fcyor. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">ABD\u2019de a\u00e7\u0131klanacak veriler<\/span><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Bug\u00fcn ABD\u2019de 15:00\u2019da ABD d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 verisi, ard\u0131ndan da 16:55\u2019te de Michigan \u00dcniversitesi g\u00fcven endeksi a\u00e7\u0131klanacak. Bu verilerin normal \u015fartlar alt\u0131nda \u00e7ok sert hareketler olu\u015fturmas\u0131n\u0131 beklemezdik. Fakat Yunanistan konusunda art\u0131k b\u0131kk\u0131nl\u0131k noktas\u0131na ula\u015fan piyasalarda, verilerin beklentiler alt\u0131nda kalmas\u0131yla kar sat\u0131\u015flar\u0131 izlenebilir.<\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">Son olarak\u2026<\/span><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Sadece \u0130MKB\u2019de de\u011fil t\u00fcm k\u00fcrede yat\u0131r\u0131mc\u0131lar Yunanistan konusunda b\u0131kk\u0131nl\u0131k ya\u015famaya ba\u015flad\u0131. T\u00fcm yat\u0131r\u0131mc\u0131lar\u0131n g\u00f6z\u00fc kula\u011f\u0131 buradan gelecek bir anla\u015fmada. Fakat yat\u0131r\u0131mc\u0131lar\u0131n bu anla\u015fmay\u0131 yeni al\u0131m f\u0131rsat\u0131 olarak kullanmay\u0131 beklediklerini zannetmiyoruz. Olas\u0131 bir anla\u015fma ihtimali ya da anla\u015fman\u0131n ba\u015fka bahara kald\u0131\u011f\u0131 a\u00e7\u0131klamas\u0131 piyasalarda \u00e7ok sert kar realizasyonlar\u0131na neden olabilecek gibi duruyor. Piyasalardaki y\u00fckseli\u015f bir noktadan sonra mutlu etmekten \u00e7ok tedirgin etmeye ba\u015flad\u0131\u011f\u0131 i\u00e7in hi\u00e7 sebep yokken, sat\u0131\u015flar kartopu etkisi yaratabilir. Bu nedenle s\u00fcrekli vurgulad\u0131\u011f\u0131m\u0131z gibi pozisyonlar ne y\u00f6nde olursa olsun mutlaka stop loss bulundurulmal\u0131 ve zaman zaman ka\u011f\u0131t \u00fczerindeki karlar realize edilmeli. \u00a0<\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<br \/>\nMARBA\u015e Menkul De\u011ferler<br \/>\n<\/span><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.tr\"><span style=\"color: #0000ff;font-family: Calibri\">uzeyir.dogan@marbasmenkul.com.tr<\/span><\/a> <span style=\"font-family: Calibri\"><br \/>\nTelefon: (0212) 286 30 00<\/span><\/strong><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>Art\u0131k b\u0131kk\u0131nl\u0131k gelse de yapacak bir \u015fey yok, d\u0131\u015far\u0131da g\u00fcndem yine Yunanistan. D\u00fcn Yunanistan\u2019da liderlerin kemer s\u0131kma \u00f6nlemleri konusunda anla\u015ft\u0131klar\u0131 a\u00e7\u0131kland\u0131. Bu haber piyasalara ilk&hellip;<\/p>\n","protected":false},"author":1,"featured_media":4711,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11465","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/11465","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=11465"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/11465\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/4711"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=11465"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=11465"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=11465"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}