{"id":17601,"date":"2012-07-13T19:20:18","date_gmt":"2012-07-13T17:20:18","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=17601"},"modified":"2012-07-13T19:20:28","modified_gmt":"2012-07-13T17:20:28","slug":"alan-da-kazansin","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/alan-da-kazansin\/","title":{"rendered":"Alan da Kazans\u0131n&#8230;"},"content":{"rendered":"<p>Sat \u00d6zavc\u0131 sat\u2026Alanda kazans\u0131n\u2026<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1978295337\"><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>Alanda kazans\u0131n??<\/p>\n<p>Borsan\u0131n y\u00fckselece\u011fine inanc\u0131 devam eden fakat bir noktadan sonra y\u00fckselse de o riski almak istemeyen eski borsac\u0131lar\u0131n \u00e7ok kulland\u0131\u011f\u0131 bir tabirdir bu\u2026<\/p>\n<p>Benden hisse alanda karl\u0131 versin derdi.\u0130yi niyetli ve c\u00f6mert bir bak\u0131\u015f a\u00e7\u0131s\u0131\u2026<\/p>\n<p>\u0130tiraf etmem gerekirse \u00e7ok uzun zamand\u0131r bu c\u00fcmleyi duymad\u0131m.<\/p>\n<p>Ancak geldi\u011fimiz noktalar bu hafta bana bu c\u00fcmleyi yeniden hat\u0131rlatt\u0131\u2026<\/p>\n<p>Asl\u0131nda \u201cher \u015fey yeni ba\u015fl\u0131yor\u201d izlenimi veren verilerin yan\u0131nda acaba \u201cAlanda kazans\u0131n\u201d k\u0131sm\u0131na geldik mi? \u0130kilemi aras\u0131nda gidip geliyorum\u2026Birlikte de\u011ferlendirip karar verelim\u2026<\/p>\n<p>\u0130\u015fin Avrupa aya\u011f\u0131nda ben ilk defa bu hafta bir \u0131\u015f\u0131k g\u00f6rd\u00fcm\u2026<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-393483324\"><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>Tek \u00e7i\u00e7ekle bahar olmaz \u00d6zavc\u0131 diyenlere cevab\u0131m \u015fu an elimizde \u00fc\u00e7 tane \u00e7i\u00e7ek var\u2026<\/p>\n<p>Bir tanesi \u0130ngiltere\u2019den gelen sanayi \u00fcretimi verisi daralma beklenirken art\u0131\u015fla kar\u015f\u0131m\u0131za \u00e7\u0131kan,di\u011feri euro b\u00f6lgesi sanayi \u00fcretimi eksi beklenirken art\u0131 gelen ve beklentilere yak\u0131n \u00c7in b\u00fcy\u00fcme verisi\u2026<\/p>\n<p>Normal ko\u015fullarda resesyona giren \u00fclkelerin bu d\u00f6ng\u00fcden \u00e7\u0131kabilmesi i\u00e7in yeterli s\u00fcre \u00fclkesine g\u00f6re 2-3 ay,2-3 y\u0131l veya 9-10 y\u0131l \u015feklinde de\u011fi\u015fiyor.Yine \u00fclke yap\u0131lar\u0131na g\u00f6re geli\u015fen ekonomiler \u00e7abuk durup \u00e7abuk hareket eden bir yap\u0131ya sahip ancak baz\u0131 \u00fclkeler yava\u015f so\u011fuyan ve yava\u015f h\u0131zlanan grubuna giriyor.\u00d6rne\u011fin \u0130ngiltere&#8230;.<\/p>\n<p>Umuyorum \u0130ngiltere sanayi \u00fcretimi verisinin art\u0131ya ge\u00e7mesinin neden \u00f6nemli oldu\u011funu \u015fimdi daha net anlatabilmi\u015fimdir.E\u011fer b\u00f6yle bir yap\u0131ya sahip bir ekonomide verilerde d\u00fczelme i\u015fareti g\u00f6r\u00fcyor isek bu Avrupa i\u00e7in bir umut var galiba dedirtebilir\u2026<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2157337766\"><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>\u00dclkelerin krizden \u00e7\u0131k\u0131\u015f\u0131n\u0131n ortalama 4-5 y\u0131l s\u00fcrd\u00fc\u011f\u00fcn\u00fc(daha \u00e7abuk veya hi\u00e7 \u00e7\u0131kamayan istisnalarda var) ve neredeyse bu kadar bir zamand\u0131r Avrupa konusunu konu\u015ftu\u011fumuz d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde acaba krizden \u00e7\u0131k\u0131\u015ftan s\u00f6z edebilir miyiz ? sorusu ak\u0131la geliyor\u2026<\/p>\n<p>\u00d6n\u00fcm\u00fczdeki d\u00f6nem merkez bankalar\u0131ndan g\u00f6zlerini ay\u0131rmayan piyasa oyuncular\u0131na na\u00e7izane tavsiyem \u00f6zellikle b\u00fcy\u00fcme ile ilgili Avrupa\u2019dan gelecek verilere odaklanmalar\u0131d\u0131r..<\/p>\n<p>\u00c7\u00fcnk\u00fc hikayemiz \u201cparasal geni\u015fleme geliyor\u201ddan \u201ckrizden \u00e7\u0131k\u0131yoruz\u201d a d\u00f6n\u00fc\u015febilir\u2026<\/p>\n<p>B\u00fcy\u00fcme taraf\u0131 i\u00e7in hikaye hafif pembe tona d\u00f6n\u00fcyor d\u00f6nmesine de bizim patlak \u00fclkeler kategorisine bir yenisi eklenmek i\u00e7in s\u0131raya girdi bile\u2026<\/p>\n<p>\u0130talya\u2026<\/p>\n<p>Bu hafta i\u00e7erisinde d\u0131\u015f yard\u0131m alma olas\u0131l\u0131\u011f\u0131 ortaya \u00e7\u0131kan ve bunu beyninde d\u00fc\u015f\u00fcnen yat\u0131r\u0131mc\u0131lar\u0131n art\u0131k fiyatlamaya ge\u00e7tiklerini g\u00f6zlemliyoruz.\u015eunu net belirtmek isterim ki talep resmi hale d\u00f6n\u00fc\u015fene kadar olas\u0131l\u0131k fiyatlamas\u0131 paritede tahminim 1,214 destek seviyesine kadar olur.Resmi talep ve miktar ortaya \u00e7\u0131karsa 1,18 deste\u011fe kadar geri \u00e7ekilme g\u00f6rebiliriz.<\/p>\n<p>\u0130spanya konusunda bankac\u0131l\u0131k sekt\u00f6r\u00fc sermayelendirme a\u015famas\u0131na ula\u015fana kadar itirazlar s\u00fcrecektir.Hale haz\u0131rda konu\u015fulan kredi paketinin \u00fczerindeki bir rakamda parite fiyatlamas\u0131n yok.<\/p>\n<p>Ge\u00e7elim ABD ve \u00c7in\u2019e\u2026<\/p>\n<p>Abd taraf\u0131nda 2009\u2019dan beri ilk defa S&amp;P \u015firketlerinin karlar\u0131nda d\u00fc\u015f\u00fc\u015f bekleniyor(%1,8) \u015fu an S&amp;P endeksindeki geri \u00e7ekilme bilan\u00e7o beklentilerine dair\u00a0 fiyatlama iste\u011finden kaynaklan\u0131yor.Orada takip edilmesi gereken S&amp;P 1340-1310 destek seviyeleri\u2026<\/p>\n<p>\u00c7in ayn\u0131 ay i\u00e7erisinde iki defa faiz indirimi ve \u00f6ncesinde zorunlu kar\u015f\u0131l\u0131klarda yapt\u0131\u011f\u0131 indirim var.Dolay\u0131s\u0131yla olas\u0131 d\u00fc\u015f\u00fck bir b\u00fcy\u00fcme verisinin \u00f6nlemleri al\u0131nmaya ba\u015flanm\u0131\u015f izlenimi veriyor.\u00c7in\u2019in yava\u015flamas\u0131ndan korkmayan taraftay\u0131m.Tek ba\u015fl\u0131 bir yap\u0131 ve bence h\u0131zl\u0131 hareket ediyor.Yan\u0131labilirim\u2026Hep birlikte g\u00f6rece\u011fiz..<\/p>\n<p>Ve i\u00e7erisi\u2026<\/p>\n<p>\u00d6n\u00fcm\u00fczdeki hafta i\u00e7eride Merkez Bankas\u0131n\u0131n faiz toplant\u0131s\u0131 var.Gelen beklenti faiz koridorunda \u00fcst band\u0131nda bir indirim olaca\u011f\u0131 y\u00f6n\u00fcnde(faiz indirimi)Bono taraf\u0131 bir s\u00fcredir bu beklentiyi fiyatl\u0131yor.\u00c7in\u2019den gelen veri sonras\u0131 y\u00fckselen petrol fiyatlar\u0131 nedeniyle Merkez Bankas\u0131 \u00e7ekimser kalabilir.Sadece TL likidite sa\u011flay\u0131c\u0131 bir ad\u0131m atabilir.E\u011fer faiz indirimi yerine b\u00f6yle bir ad\u0131m gelirse bono taraf\u0131nda hafif yukar\u0131 hareket olas\u0131d\u0131r.Petrolde izlenmesi gereken 102 seviyesini a\u015f\u0131p a\u015fmad\u0131\u011f\u0131d\u0131r.Ve unutulmamas\u0131 gereken ABD hala stratejik rezervleri serbest b\u0131rakabilir durumda.Yani petroldeki y\u00fckseli\u015f s\u0131n\u0131rl\u0131 kalabilir.<\/p>\n<p>Ve \u0130MKB\u2026<\/p>\n<p>Faiz indirim beklentisi ile hareketlenen bankac\u0131l\u0131k sekt\u00f6r\u00fc i\u00e7in raporlar gelinen seviyeler itibariyle sat-tut \u00f6nerilerine d\u00f6nmeye ba\u015flad\u0131\u2026Hareketin devam\u0131 i\u00e7in 63,000-63,600 noktas\u0131n\u0131n a\u015f\u0131lmas\u0131 gerekiyor.Geri \u00e7ekilmelerde 62,500-61,800-61,000 destek olarak takip edilebilir.<\/p>\n<p>Alt\u0131n:Enflasyon ve Parasal geni\u015fleme beklentilerinin zay\u0131flamas\u0131 ile dar banda s\u0131k\u0131\u015fan alt\u0131n bu beklentiler g\u00fc\u00e7lenene kadar 1520-1630 aras\u0131nda hareket edebilir.A\u015fa\u011f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 beklentilerden dolay\u0131 zay\u0131f buluyorum.Ancak yukar\u0131 gidi\u015fin h\u0131zlanmas\u0131 i\u00e7inde elimizde \u00e7ok fazla sebep k\u0131sa vadede yok\u2026<\/p>\n<p>Dolar:1,78 TL destek seviyesinin alt\u0131na Fed parasal geni\u015fleme yapmadan inmesi \u00e7ok olas\u0131 de\u011fil.Yukar\u0131 y\u00f6nde hareketin h\u0131zlanmas\u0131 i\u00e7in ge\u00e7ilmesi gereken 1,835 TL seviyesi\u2026<\/p>\n<p>Euro kritik destekleri test ediyor.2,214 TL ve 2,15 TL destek seviyelerine geri \u00e7ekilme iste\u011fi artabilir.Orta vadeli y\u00fckselen trend destekleri 2,09 TL-1,90 TL.<\/p>\n<p>Durum bu\u2026<\/p>\n<p>\u015eimdi\u2026<\/p>\n<p>Her \u015fey yeni ba\u015fl\u0131yor mu?<\/p>\n<p>Alanda kazans\u0131n m\u0131?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sat \u00d6zavc\u0131 sat\u2026Alanda kazans\u0131n\u2026 Alanda kazans\u0131n?? Borsan\u0131n y\u00fckselece\u011fine inanc\u0131 devam eden fakat bir noktadan sonra y\u00fckselse de o riski almak istemeyen eski borsac\u0131lar\u0131n \u00e7ok kulland\u0131\u011f\u0131&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-17601","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\/17601","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=17601"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/17601\/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=17601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=17601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=17601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}