{"id":14449,"date":"2012-04-20T22:37:02","date_gmt":"2012-04-20T20:37:02","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=14449"},"modified":"2012-04-20T22:37:41","modified_gmt":"2012-04-20T20:37:41","slug":"benim-hala-umudum-var","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/benim-hala-umudum-var\/","title":{"rendered":"Benim Hala Umudum Var&#8230;"},"content":{"rendered":"<p>Benim hala umudum var\u2026<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3050652392\"><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>Ge\u00e7ti\u011fimiz hafta ABD\u2019de bilan\u00e7o d\u00f6nemi olmas\u0131na g\u00fcvenerek para piyasalar\u0131n\u0131n olumlu olabilece\u011fini yazm\u0131\u015ft\u0131m.Nitekim ABD endeksleri fena bir performans sergilemedi..<\/p>\n<p>Ama i\u015fin i\u00e7ine Avrupa dahil olunca kumdan kalelerimizin bir anda da\u011f\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck..<\/p>\n<p>\u0130\u00e7eride Merkez Bankas\u0131n\u0131n \u201cs\u0131k\u0131 s\u0131k\u0131\u201d saran mesajlar\u0131 sonras\u0131 serbest d\u00fc\u015fen \u0130MKB endeksinde haftaya neler olacak hep birlikte bakal\u0131m\u2026<\/p>\n<p>Bankac\u0131l\u0131k sekt\u00f6r\u00fc birinci \u00e7eyrek bilan\u00e7o beklentilerine y\u00f6nelik k\u00f6t\u00fcmser beklentilerin hakim olmas\u0131n\u0131 Merkez bankas\u0131n\u0131n parasal s\u0131k\u0131la\u015ft\u0131rmaya ara verebilirim tarz\u0131nda bir mesajla piyasa oyuncular\u0131 \u201cbu \u00e7eyrek b\u00f6yle oldu \u00f6n\u00fcm\u00fczdeki ma\u00e7lara bakal\u0131m\u201ddiyebilirdi..<\/p>\n<p>Maalesef s\u0131k\u0131 para politikas\u0131n\u0131n devam\u0131 bu umudumuzu bir s\u00fcreli\u011fine erteledi..<\/p>\n<p>Bir s\u00fcreli\u011fine diyorum \u00e7\u00fcnk\u00fc ekonomik verilerde yava\u015flama ba\u015flad\u0131 ve Avrupa\u2019da kriz g\u00fcn ge\u00e7tik\u00e7e derinle\u015fiyor.Merkez Bankas\u0131n\u0131n \u015fu an bulundu\u011fu noktadan ayr\u0131lmas\u0131na \u00e7ok az kald\u0131.Ayr\u0131ca bu toplant\u0131da verilen mesaj bence \u015fuydu.<\/p>\n<p>\u201cDolar\u0131 istedi\u011fim bant belli!(1,74-1,81 TL)S\u0131k\u0131la\u015ft\u0131rmayaca\u011f\u0131m ama g\u00f6z\u00fcm \u00fczerinizde!\u201d<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3425512780\"><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>\u0130stisnai g\u00fcnleri PPK \u00f6ncesi bitirmi\u015f olmas\u0131 ve toplant\u0131 da tek c\u00fcmlede ge\u00e7en ifadenin bana verdi\u011fi mesaj bu idi..\u0130steyen istedi\u011fi gibi anlayabilir.Ben b\u00f6yle anlad\u0131m\u2026<\/p>\n<p>Tabi bu yukar\u0131da bahsetti\u011fim \u201cbir s\u00fcre\u201d \u0130mkb\u2019nin de keyifsiz olabilece\u011fi anlam\u0131na geliyor..<\/p>\n<p>Off \u00d6zavc\u0131 bu \u201cbir s\u00fcre\u201d ne kadar bir s\u00fcre diyenlere cevab\u0131m\u2026<\/p>\n<p>23 Nisan Ulusal Egemenlik ve \u00c7ocuk bayram\u0131nda kapal\u0131 olan \u0130MKB tatil\u2019den d\u00f6nd\u00fc\u011f\u00fcnde bize \u201cho\u015f geldin\u201di Fed diyecek.25 Nisan Fed toplant\u0131s\u0131 sonucunu \u00f6\u011frenmi\u015f olaca\u011f\u0131z\u2026<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3040802727\"><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>Son gelen konut ve i\u015fsizlik verilerinin verdi\u011fi sinyali Fed alm\u0131\u015f m\u0131?<\/p>\n<p>Yoksa hala finans sistemi \u00fczerinde yap\u0131lmas\u0131 gereken d\u00fczenlemelerden mi bahsedecek?<\/p>\n<p>Hep birlikte g\u00f6rece\u011fiz.<\/p>\n<p>G20 toplant\u0131s\u0131 sonucunda \u0130MF istedi\u011fi ate\u015f g\u00fcc\u00fcne sahip olabilecek mi?<\/p>\n<p>Bu da tatil d\u00f6n\u00fc\u015f\u00fc\u2026<\/p>\n<p>\u015eimdi siz bu tatil riskini al\u0131rm\u0131s\u0131n\u0131z?%50-50 al\u0131nabilir\u2026<\/p>\n<p>Avrupa\u2019da ise se\u00e7im,son gelen \u0130MF raporunun \u00e7izdi\u011fi karamsar tabloda g\u00f6ze \u00e7arpan bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn 3,8 trilyon dolar i\u015ftirak satmas\u0131 gere\u011fi,\u0130spanya ve \u0130talya\u2019da daralman\u0131n boyutunun artaca\u011f\u0131 endi\u015fesi sonucu g\u00fcven ortam\u0131 yerini f\u0131s\u0131lt\u0131 gazetelerine b\u0131rakt\u0131(Fransa\u2019da not indirimi vs)<\/p>\n<p>B\u00fct\u00fcn bu sayd\u0131\u011f\u0131m sebepler Fed,\u0130MF,Avrupa Merkez Bankas\u0131n\u0131(ECB) kriz sahnesinin orta yerine \u00e7ekmeye yeter de artar bile\u2026<\/p>\n<p>\u00c7o\u011fu zaman Almanya g\u00fcd\u00fcm\u00fcnde hareket eden ECB\u2019nin \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde yeni bir ihaleyle \u201cdurun buraday\u0131z daha \u00f6lmedik\u201d diyece\u011fini d\u00fc\u015f\u00fcn\u00fcyorum.Bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn ortaya \u00e7\u0131kan sermaye ihtiyac\u0131n\u0131 ihale ile en az\u0131ndan bu y\u0131l ki bor\u00e7lar\u0131n\u0131 \u00e7evirebilmesini sa\u011flayan ECB bu tavr\u0131n\u0131 s\u00fcrd\u00fcrmeli.<\/p>\n<p>Tek endi\u015fem kurumlardan kararlar\u0131n ge\u00e7 para piyasalar\u0131n\u0131n sab\u0131rs\u0131z olmas\u0131\u2026<\/p>\n<p>Belki de ben yan\u0131l\u0131yorum ve Avrupa\u2019da bankalar sermaye ihtiya\u00e7lar\u0131n\u0131 i\u015ftirak satarak gidermek zorunda kalacaklar.Batan batacak kalan sa\u011flar bizim olacak.<\/p>\n<p>Takdir edersiniz ki ikinci se\u00e7enekte ortal\u0131k toz duman olur..<\/p>\n<p>K\u0131sa vadede Merkez bankalar\u0131n\u0131n tavr\u0131 nedeni ile bu g\u00f6z ard\u0131 etti\u011fim bir riskti\u2026<\/p>\n<p>Bu hafta kat\u0131ld\u0131\u011f\u0131m bir yay\u0131nda krizin bu boyutunu bana hat\u0131rlatan Dr.Ya\u015far Erdin\u00e7\u2019e ayr\u0131ca te\u015fekk\u00fcr ederim<\/p>\n<p>Gelelim i\u015fin teknik k\u0131sm\u0131na\u2026<\/p>\n<p>Dolar:1,785 TL destek (50 g\u00fcnl\u00fck hareketli ortalama) 1,80 TL diren\u00e7(200 g\u00fcnl\u00fck hareketli ortalama)<\/p>\n<p>\u0130MKB:60,000-59,400-58,300 destek 61,100-61,800 diren\u00e7ler\u2026<\/p>\n<p>Genel izlenimim parasal geni\u015fleme beklentisiyle pozisyonlar\u0131n Avrupa\u2019da sat\u0131\u015flar\u0131n derinle\u015fmedi\u011fi durumlarda korunmaya \u00e7al\u0131\u015f\u0131lmas\u0131 sadece bilan\u00e7o beklentileri nedeniyle hisse ve sekt\u00f6r baz\u0131nda ayr\u0131\u015fmalar ba\u015flad\u0131\u011f\u0131 \u015feklindedir\u2026<\/p>\n<p>\u0130MKB\u2019de bilan\u00e7o fiyatlamas\u0131n\u0131n ba\u015flad\u0131\u011f\u0131n\u0131n alt\u0131n\u0131 \u00e7izmek isterim\u2026<\/p>\n<p>\u0130spanya:Bu endeksi yazmak istiyorum.\u00c7\u00fcnk\u00fc Mart sonu d\u00fc\u015f\u00fc\u015f bekledi\u011fimi yazd\u0131\u011f\u0131mda beni uyaran ilk teknik grafik bu \u00fclkeye aitti.6700 ayl\u0131k deste\u011fine kadar t\u00fcm endeksler(Almanya 6600-S&amp;P 1370-\u0130MKB 60,000-59,400)dayanmaya \u00e7al\u0131\u015facak.Bu noktaya kadar bende pek endi\u015fe etmiyorum.Ancak bu seviye k\u0131r\u0131l\u0131rsa \u00e7ok dikkatli olmak gerekir.<\/p>\n<p>Alt\u0131n:1630-1600 destek seviyeleri Fed toplant\u0131s\u0131na kadar korunacakt\u0131r.1650-1686 diren\u00e7 seviyeleri<\/p>\n<p>Parite:1,29-1,30 destek 1,317-1,32 diren\u00e7<\/p>\n<p>Son not:\u00d6ncelikle i\u00e7lerinde kendi karde\u015fim dahil YGS s\u0131nav\u0131na giren t\u00fcm adaylara di\u011fer s\u0131navlarda ba\u015far\u0131lar dilerim.D\u00fc\u015f\u00fck puan alanlar sak\u0131n \u00fcz\u00fclmesin.T\u00fcrk\u00e7e sorular\u0131 bence de lise y\u0131llar\u0131mdan kalma tabir ile \u201cuzun ve \u201ckaz\u0131k\u201d t\u0131\u2026<\/p>\n<p>Bu s\u0131nav\u0131 ge\u00e7in art\u0131k\u2026\u00d6n\u00fcm\u00fczdeki ma\u00e7lara bakal\u0131m..<\/p>\n<p>Son olarak benim kat\u0131ld\u0131\u011f\u0131m 23 Nisan Ulusal Egemenlik ve \u00c7ocuk Bayramlar\u0131n\u0131n \u00e7o\u011funda ya\u011fmur ya\u011far ve g\u00f6nl\u00fcm\u00fczce kutlayamazd\u0131k.Umar\u0131m bu bayram g\u00fcne\u015f \u00e7ocuklar\u0131n \u00fczerine do\u011far\u2026<\/p>\n<p>Figen \u00d6ZAVCI<\/p>\n<p>Genel M\u00fcd\u00fcr Yard\u0131mc\u0131s\u0131<\/p>\n<p>Meksa Yat\u0131r\u0131m Menkul De\u011ferler A\u015e.<\/p>\n<p>figenozavci@meksa.com<\/p>\n<p>http:\/\/www.meksa.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Benim hala umudum var\u2026 Ge\u00e7ti\u011fimiz hafta ABD\u2019de bilan\u00e7o d\u00f6nemi olmas\u0131na g\u00fcvenerek para piyasalar\u0131n\u0131n olumlu olabilece\u011fini yazm\u0131\u015ft\u0131m.Nitekim ABD endeksleri fena bir performans sergilemedi.. Ama i\u015fin i\u00e7ine&hellip;<\/p>\n","protected":false},"author":1,"featured_media":14450,"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-14449","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\/14449","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=14449"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/14449\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/14450"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=14449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=14449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=14449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}