{"id":1255,"date":"2011-06-08T16:00:58","date_gmt":"2011-06-08T13:00:58","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=1255"},"modified":"2011-06-08T19:59:26","modified_gmt":"2011-06-08T16:59:26","slug":"sicak-cok-sicak","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/sicak-cok-sicak\/","title":{"rendered":"S\u0131cak, \u00c7ok S\u0131cak&#8230;"},"content":{"rendered":"<p>Genel se\u00e7imlere g\u00fcnler kala jeton d\u00fc\u015ft\u00fc. Amerikan jetonu oldu\u011fundan m\u0131 ge\u00e7 d\u00fc\u015f\u00fcyor bilmiyorum ama, sonunda ekonomi y\u00f6netimini korku sard\u0131. \u015eimdi \u015fehirleri s\u00fcsleyen ve sanal ba\u015far\u0131 hikayelerini anlatan afi\u015fleri toplarlar m\u0131 bilmiyorum lakin, korku da\u011flar\u0131 sard\u0131.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-994996892\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>Daha d\u00fcne kadar T\u00fcrkiye\u2019nin b\u00fcy\u00fcmesinin bir sonucu ve g\u00f6stergesi olarak insanlara sunulan cari a\u00e7\u0131k, yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n tevecc\u00fch\u00fc olarak nitelendirilen s\u0131cak para, anl\u0131 \u015fanl\u0131 bankac\u0131l\u0131k sistemi ne oldu da Babacan\u2019\u0131n ifadesiyle \u2018Durum san\u0131ld\u0131\u011f\u0131ndan daha kritik\u2019 s\u00f6ylemine d\u00f6nd\u00fc.<\/p>\n<p>Bunun yan\u0131t\u0131 \u00e7ok basit. Son 9 y\u0131ld\u0131r d\u00fcnyadaki likidite bollu\u011funu da kullanarak, sermaye transferlerine ve a\u015f\u0131r\u0131 bor\u00e7lanmaya ra\u011fmen kucak a\u00e7\u0131lan likiditenin ters d\u00f6nece\u011fi ortaya \u00e7\u0131kt\u0131. Ekonomisi bat\u0131k durumda olan bat\u0131l\u0131 ekonomilerin her bir kuru\u015fa ihtiya\u00e7 duymas\u0131, r\u00fczg\u00e2r\u0131n y\u00f6n\u00fcn\u00fc \u00e7evirdi.<\/p>\n<p>Zira ortada zaten sa\u011fl\u0131kl\u0131 bir ekonomi yoktu. Sadece bor\u00e7lanan, bor\u00e7 ald\u0131k\u00e7a veya k\u00e2r sa\u00e7t\u0131k\u00e7a finanse edilebilen bir ekonomi vard\u0131. Art\u0131k yok\u2026 \u00d6nce JP Morgan\u2019\u0131n \u2018T\u00fcrkiye\u2019den \u00e7\u0131k\u0131n\u2019 talimat\u0131, ard\u0131ndan The Economist\u2019ten gelen yorum pani\u011fi tetikledi.<\/p>\n<p>Bankalar\u0131n b\u00fcnyesindeki veya Hazine\u2019nin kasas\u0131ndaki tahviller ise tam bir muamma. Ne kadar\u0131 bat\u0131k ekonomilere sahip \u00fclkelere veya finans kurulu\u015flar\u0131na ait, i\u015fte bunu bilmiyoruz. Sadece tehlikenin y\u00fcksek oldu\u011funu tahmin edebiliyoruz.<\/p>\n<p>Babacan cari a\u00e7\u0131kta tehlike s\u0131n\u0131r\u0131ndan bahsedip, bankalara y\u00f6nelik s\u00fcrprizlerden bahsediyor. Anlamad\u0131\u011f\u0131m ise BDDK\u2019n\u0131n yan\u0131na niye TMSF\u2019nin de konuldu\u011fu\u2026 Hangi finans kurulu\u015flar\u0131 riskte?<\/p>\n<p>Maliye Bakan\u0131 ekonominin so\u011futulmas\u0131 gere\u011fine i\u015faret ediyor. Neden? Her \u015fey yolundayd\u0131 hani? Bizler gibi kendilerinin deyimiyle felaket tellallar\u0131 yalan s\u00f6yl\u00fcyordu. Onlara g\u00f6re k\u00f6t\u00fc niyetliydik. Ne oldu \u015fimdi? Musluklar m\u0131 kesildi? El paras\u0131yla i\u015f yaparsan, olaca\u011f\u0131 budur.<\/p>\n<p>Sadece kamu veya bireyler de\u011fil, \u00f6zel sekt\u00f6r de alarm veriyor. D\u00f6viz a\u00e7\u0131\u011f\u0131 100 milyar dolara ula\u015ft\u0131. \u00c7ok \u00f6v\u00fcnd\u00fckleri bu ekonomi politikas\u0131yla firmalar 2003-2010 aras\u0131nda d\u00f6viz varl\u0131klar\u0131n\u0131 y\u00fczde 187, ama y\u00fck\u00fcml\u00fcklerini y\u00fczde 257 artt\u0131rd\u0131. \u015eimdi de se\u00e7ime 4 g\u00fcn kala kabinede de\u011fi\u015fikli\u011fe gidip, t\u00fcm ekonomi y\u00f6netimini Ba\u015fbakanl\u0131k\u2019a ba\u011fl\u0131yorlar.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3862721341\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>Birileri ba\u015far\u0131l\u0131 ekonomi nutuklar\u0131 atarken biz k\u00f6t\u00fc \u00e7ocuk olduk. Hep \u2018\u00e7\u00f6lde g\u00f6r\u00fclen serab\u0131n susuzlu\u011fa faydas\u0131 olmad\u0131\u011f\u0131n\u0131\u2019 anlatt\u0131k. Kulak verip, \u00f6nlem almak yerine hakaret ettiler.<\/p>\n<p>Peki \u015fimdi ne oldu? Yar\u0131n ne olacak? \u015eark\u0131da s\u00f6yledi\u011fi gibi: Ak d\u00fc\u015ft\u00fc sa\u00e7lar\u0131ma, kar ya\u011fd\u0131 y\u0131llar\u0131ma, gelmek i\u00e7in yan\u0131ma, biraz ge\u00e7 kalmad\u0131n m\u0131?<\/p>\n<p>Ne diyelim? Anlatt\u0131klar\u0131m\u0131z bize g\u00f6re ger\u00e7ek, onlara g\u00f6re hayaldi. \u015eimdi meydanlara \u00e7\u0131k\u0131p son sesleriyle avaz avaz ba\u011f\u0131rs\u0131nlar: Hayaldi ger\u00e7ek oldu. \u00c7\u00fcnk\u00fc ekonomi s\u0131cak, \u00e7ok s\u0131cak ve ne yaz\u0131k ki daha da s\u0131cak olacak.<\/p>\n<p><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-681455914\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Genel se\u00e7imlere g\u00fcnler kala jeton d\u00fc\u015ft\u00fc. Amerikan jetonu oldu\u011fundan m\u0131 ge\u00e7 d\u00fc\u015f\u00fcyor bilmiyorum ama, sonunda ekonomi y\u00f6netimini korku sard\u0131. \u015eimdi \u015fehirleri s\u00fcsleyen ve sanal ba\u015far\u0131&hellip;<\/p>\n","protected":false},"author":5,"featured_media":899,"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-1255","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\/1255","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=1255"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/1255\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/899"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=1255"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=1255"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=1255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}