{"id":15471,"date":"2012-05-16T07:35:46","date_gmt":"2012-05-16T05:35:46","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=15471"},"modified":"2012-05-16T07:36:03","modified_gmt":"2012-05-16T05:36:03","slug":"seans-oncesi-16-mayis-2012-0840","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-16-mayis-2012-0840\/","title":{"rendered":"Seans \u00d6ncesi &#8211; 16 May\u0131s 2012 &#8211; 08:40"},"content":{"rendered":"<p>D\u00fcnk\u00fc yorumumda borsa i\u00e7in genel olarak 58 bin civar\u0131ndan bir a\u00e7\u0131l\u0131\u015f olur ve piyasa 58 bin ile 58.900 aralar\u0131nda dalgalan\u0131r ama 58.500-58.750 aral\u0131\u011f\u0131n\u0131 yukar\u0131 ge\u00e7emez yorumunu yapm\u0131\u015ft\u0131m. D\u00fcn 58 binin \u00fczerinde a\u00e7\u0131l\u0131\u015f olsa da, piyasa daha sonra 58 bini a\u015fa\u011f\u0131 ge\u00e7ti ve 57 bine kadar geriledi. Kapan\u0131\u015f\u0131n\u0131 ise 57.441 seviyesinden yapt\u0131. D\u00fcnk\u00fc geli\u015fmeleri anlatmayaca\u011f\u0131m. Yunanistan&#8217;da yeniden se\u00e7im olaca\u011f\u0131 haberi t\u00fcm piyasalar\u0131 strese soktu ama bizim piyasa d\u0131\u015far\u0131ya g\u00f6re negatif ayr\u0131\u015ft\u0131. Bunun en \u00f6nemli sebebi de, TCMB&#8217;nin 2 haftaki \u015fahin s\u00f6ylemini bir kenara b\u0131rak\u0131p en stresli g\u00fcnleri normal g\u00fcn ilan ederek piyasay\u0131 \u015fa\u015f\u0131rtmas\u0131yd\u0131. Zaten \u015fu an TCMB&#8217;nin en g\u00fczel yapt\u0131\u011f\u0131 \u015fey \u015fa\u015f\u0131rtmak oluyor. \u015eu an izledi\u011fi politikay\u0131 niye b\u00f6yle belirledi\u011fini \u015feffaf bir \u015fekilde anlatsa sorun olmayacak ama kimsenin net bir cevab\u0131 yok. \u00a0Yabanc\u0131 fonlar\u0131n T\u00fcrkiye&#8217;Ye ilgisinin azald\u0131\u011f\u0131n\u0131 ise Merill Lynch raporundan \u00f6\u011frendik. Yabanc\u0131 takas oran\u0131 y\u00fczde 62&#8217;nin alt\u0131na geldi. Yani son 1 y\u0131l\u0131n en dip seviyelerinde bulunuyor. 2008&#8217;deki kriz s\u0131ras\u0131nda bile y\u00fczde 62.5 civar\u0131ndayd\u0131.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1018567601\"><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>Avrupa&#8217;da stres her ge\u00e7en g\u00fcn art\u0131yor. D\u00fcn Hollande ile Merkel g\u00f6r\u00fc\u015fmesinde Yunanistan&#8217;a zeytin dal\u0131 uzat\u0131lm\u0131\u015f olsa da piyasalar son a\u00e7\u0131klamalar\u0131 yeterli bulmad\u0131lar. Almanya&#8217;da s\u00fcrpriz derecede y\u00fcksek gelen b\u00fcy\u00fcme bile piyasalara ciddi bir rahatlama getirmedi. Dolay\u0131s\u0131yla \u015fu an liderler mali disiplin ve b\u00fcy\u00fcme odakl\u0131 stratejiyi net bir \u015fekilde ortaya koymadan piyasalar rahatlamayacak gibi g\u00f6r\u00fcn\u00fcyor. D\u00fcn ABD borsalar\u0131 da son anda sat\u0131\u015f yiyerek g\u00fcn\u00fc y\u00fczde 0.50 d\u00fc\u015f\u00fc\u015fle kapatt\u0131.<\/p>\n<p>Bildi\u011finiz \u00fczere 62 binde sat\u0131\u015f \u00f6nerdi\u011fimden bu yana hala nakitte kal\u0131nmas\u0131n\u0131 \u00f6neriyorum. D\u00fcn belki 58 bin deste\u011fi tutabilir ve hacim d\u00fc\u015febilirdi. B\u00f6ylelikle ikili bir dipten bahsedecektik ve al\u0131m i\u00e7in uygun seviyelerde oldu\u011fumuzu s\u00f6yleyecektik ama 58 binin a\u015fa\u011f\u0131 ge\u00e7ilmesi beklemeyi gerekli k\u0131l\u0131yor. Bu sabah ekrana d\u00fc\u015fen haberlere g\u00f6re Almanya Maliye bakan\u0131 k\u00fc\u00e7\u00fck bir grupla finansal i\u015flemler vergisi \u00fczerine \u00e7al\u0131\u015ft\u0131klar\u0131n\u0131 s\u00f6ylemi\u015f. Bu durum piyasalar i\u00e7in yeni bir stres kayna\u011f\u0131 olabilecektir. Teknik olarak bakt\u0131\u011f\u0131m\u0131zda ise 55.500 ile 56.500 aral\u0131\u011f\u0131na kadar bir gerileme olas\u0131 g\u00f6r\u00fcnd\u00fc\u011f\u00fc i\u00e7in al\u0131m konusunda bir s\u00fcre daha beklemekte fayda var. \u0130llaki 56 bine gerileme olaca\u011f\u0131n\u0131 s\u00f6yleyemem ama al\u0131m sinyali gelirse sizlere duyuraca\u011f\u0131m.<\/p>\n<p>Bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131n\u0131 diliyorum. Bug\u00fcn \u00fcniversitedeki derslerim ve yar\u0131n da World Political Forum&#8217;da iki ayr\u0131 panelde hem moderat\u00f6r hem de konu\u015fmac\u0131 olarak bulunaca\u011f\u0131mdan dolay\u0131 yo\u011funlu\u011fum nedeniyle ba\u015fka yorum veremeyece\u011fim.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcnk\u00fc yorumumda borsa i\u00e7in genel olarak 58 bin civar\u0131ndan bir a\u00e7\u0131l\u0131\u015f olur ve piyasa 58 bin ile 58.900 aralar\u0131nda dalgalan\u0131r ama 58.500-58.750 aral\u0131\u011f\u0131n\u0131 yukar\u0131 ge\u00e7emez&hellip;<\/p>\n","protected":false},"author":102,"featured_media":9297,"comment_status":"closed","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-15471","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\/15471","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\/102"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=15471"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/15471\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/9297"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=15471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=15471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=15471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}