{"id":34389,"date":"2014-06-23T10:35:39","date_gmt":"2014-06-23T07:35:39","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=34389"},"modified":"2014-06-23T11:29:00","modified_gmt":"2014-06-23T08:29:00","slug":"dunya-kupasini-kosta-rika-alir","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/dunya-kupasini-kosta-rika-alir\/","title":{"rendered":"D\u00fcnya Kupas\u0131n\u0131 Kosta Rika Al\u0131r"},"content":{"rendered":"<p><em><strong>2. tura \u00e7\u0131kmas\u0131 garantile\u015fen Kosta Rika&#8217;n\u0131n d\u00fcnya kupas\u0131n\u0131 alaca\u011f\u0131 olas\u0131l\u0131\u011f\u0131na bahis \u015firketleri 1&#8217;e 70 oran veriyor. Yani %1.43 ihtimal veriliyor. Gruptaki son ma\u00e7\u0131 saymazsak, sadece 4 \u00f6nemli ma\u00e7 kald\u0131 \u00f6nlerinde. 4 ma\u00e7ta daha \u015fanslar\u0131 yaver gitse ne m\u00fckemmel bir d\u00fcnya kupas\u0131 olur ama!<\/strong> <strong>\u00a0<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3935490556\"><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><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-34390\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/Costa-Ricas-national-foot-009.jpg\" alt=\"Costa Rica's national football team\" width=\"517\" height=\"254\" \/><\/strong><\/p>\n<p><strong>D\u00fcnya Kupas\u0131n\u0131 Kosta Rica al\u0131r..<\/strong> Buna daha sonra de\u011finece\u011fim ama \u015fimdi biraz piyasaya d\u00f6n\u00fcp ete\u011fimdeki ta\u015flar\u0131 d\u00f6kmeme izin verin. Ge\u00e7ti\u011fimiz hafta son d\u00f6nemlerde pek de rastlayamad\u0131\u011f\u0131m\u0131z \u015fekilde BIST100&#8217;de yatay bir seyir izledik. A\u011f\u0131rl\u0131kl\u0131 olarak 78500 civar\u0131nda i\u015flemler oldu. \u00c7ok dar bantta i\u015flemler s\u0131k\u0131\u015ft\u0131k\u00e7a tepkinin de ayn\u0131 oranda \u00e7ok sert olaca\u011f\u0131n\u0131 s\u00f6yleyebilirim. Yay gittik\u00e7e geriliyor.. Ok yaydan \u00e7\u0131kmak \u00fczere.. Ortam sert fiyat hareketliliklerine \u00e7ok m\u00fcsait, habere odakland\u0131k. Riski sevmeyen yat\u0131r\u0131mc\u0131 (\u00f6zellikle kalp rahats\u0131zl\u0131\u011f\u0131 olanlar), geli\u015fmeleri d\u0131\u015far\u0131dan izlesin.<\/p>\n<p><strong>Petrol fiyatlar\u0131 ekranlar\u0131n sol \u00fcst k\u00f6\u015fesine..<\/strong> Lise y\u0131llar\u0131mdan geriye kalan enteresan bilgilerden bir tanesi de de\u011ferli hocalar\u0131mdan birinin verdi\u011fi \u015fu bilgiydi: &#8220;g\u00f6z \u00f6nce sol \u00fcst k\u00f6\u015feyi g\u00f6r\u00fcr.&#8221; Irak&#8217;taki geli\u015fmeler giderek daha analizi m\u00fcmk\u00fcn olmayan boyutlara geldik\u00e7e ve gerilim artt\u0131k\u00e7a petrolde de yukar\u0131 y\u00f6nl\u00fc hareketler g\u00f6rd\u00fck. Nas\u0131l olmas\u0131n ki? Irak anayasas\u0131nda muhalif b\u00f6lge olarak tan\u0131mlanan ve \u015fuan Mesut Barzani&#8217;nin pe\u015fmergelerinin kontrol\u00fcnde olan Kerk\u00fck \u015fehri tek ba\u015f\u0131na d\u00fcnya petrol ihtiyac\u0131n\u0131n %5&#8217;ini kar\u015f\u0131l\u0131yor. IEA&#8217;n\u0131n yay\u0131nlad\u0131\u011f\u0131 rapora g\u00f6re Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fc&#8217;nde (OPEC) 2. en y\u00fcksek \u00fcretim kapasitesine sahip Irak&#8217;ta baz\u0131 tesisler Mart ay\u0131ndan bu yana \u00e7al\u0131\u015fm\u0131yor. K\u0131sa s\u00fcreli petrol arz\u0131 \u015fokuna d\u00fcnyan\u0131n tolerans g\u00f6sterebilece\u011fi, Suudi Arabistan&#8217;\u0131n da &#8220;rahat olun, ben buraday\u0131m&#8221; s\u00f6ylemleri her ne kadar g\u00fcven verici olsa da, bilinen tek \u015fey Irak&#8217;taki bu ke\u015fmeke\u015fli\u011fin ne kadar s\u00fcrece\u011finin bilinmiyor olmas\u0131. Petrol fiyatlar\u0131n\u0131n artmas\u0131 k\u0131r\u0131lgan 5&#8217;linin en k\u0131r\u0131lganlar\u0131ndan olan T\u00fcrkiye&#8217;yi A4 ka\u011f\u0131d\u0131na d\u00f6nd\u00fcr\u00fcyor. Cari a\u00e7\u0131\u011f\u0131m\u0131za her daim vurgu yap\u0131yoruz. Enerji maliyetlerinin artmas\u0131 cari a\u00e7\u0131\u011f\u0131 daha da azd\u0131r\u0131c\u0131 bir unsur. \u00dcstelik cari a\u00e7\u0131\u011f\u0131m\u0131z i\u00e7 talebin art\u0131\u015f\u0131na ba\u011fl\u0131 olarak artan bir a\u00e7\u0131k da olmayaca\u011f\u0131ndan durum daha da vahim. Hem b\u00fcy\u00fcmenin hem de cari a\u00e7\u0131\u011f\u0131n olumsuza d\u00f6nebilece\u011fi bir senaryoyla kar\u015f\u0131 kar\u015f\u0131yay\u0131z. Tam da b\u00f6yle bir ortamda petrol fiyatlar\u0131n\u0131 izlememek, nefesine \u00e7ok g\u00fcvenip saatlik dal\u0131\u015f yapabilece\u011fine inanmak demektir. Nefesimize kuvvet!<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/MTM3MDQxNz-cin-seddi-uc-kat-uzadi-21-bin-196-kmyi-buldu.jpg\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-34394\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/06\/MTM3MDQxNz-cin-seddi-uc-kat-uzadi-21-bin-196-kmyi-buldu.jpg\" alt=\"MTM3MDQxNz-cin-seddi-uc-kat-uzadi-21-bin-196-kmyi-buldu\" width=\"546\" height=\"243\" \/><\/a><\/p>\n<p><strong>TCMB&#8217;nin faiz indirimi ne anlama gelecek? \u00c7in seddi mi dedi biri?<\/strong> \u00d6ncelikle \u015funu belirtmek isterim ki 24 Haziran da 50 bp faiz indirimi bekliyorum. Farkl\u0131 bir durumla da kar\u015f\u0131la\u015fabiliriz lakin 75-100 bp \u00e7ok, 25 bp ise az gelecektir. Bu noktada olas\u0131 bir faiz indirimine piyasan\u0131n 2 hafta \u00f6ncesine nazaran daha temkinli yakla\u015faca\u011f\u0131na inan\u0131yorum. 75 bp veya \u00fczerindeki bir indirimi piyasa inan\u0131lmaz bir co\u015fkuyla kar\u015f\u0131lamayacakt\u0131r. Yani burada &#8220;d\u00fc\u015fen faiz y\u00fckselen borsa&#8221; korelasyonu sekteye u\u011frar. \u00c7\u00fcnk\u00fc yukar\u0131da aktard\u0131\u011f\u0131m konjonkt\u00fcrde faizler \u00fclkemizde sermaye ak\u0131\u015f\u0131n\u0131n zarar verici boyutta terse d\u00f6nmemesini sa\u011flayabilecek yegane unsur. \u00c7in seddine gelince.. Korku insana neler yapt\u0131r\u0131yor ya hu! \u00c7in Seddi, d<span style=\"color: #252525;\">\u00fcnyan\u0131n en uzun savunma duvar\u0131d\u0131r.\u00a0Seddin y\u0131k\u0131lm\u0131\u015f olan k\u0131s\u0131mlar\u0131yla birlikte uzunlu\u011fu 6000 km&#8217;yi bulur. Bug\u00fcn ayakta duran k\u0131s\u0131m Ming Hanedan\u0131 devrinden kalan 2.500 kilometrelik settir.\u00a0<\/span>\u00a0\u00c7inliler yapmasayd\u0131 da bu seddi, o i\u015f g\u00fcc\u00fcyle kendilerine bar\u0131nacak yer, s\u00fcr\u00fclecek tarlalar yapsalarm\u0131\u015f.. Gel gelelim d\u0131\u015f riskler &#8220;\u00f6nce savunma&#8221; dedirtti onlara. \u00d6nce can, sonra canan dediler. \u00c7inliler i\u00e7in \u00c7in seddi neyse \u00fclkemiz i\u00e7in de faizler odur.<\/p>\n<p><strong>Kosta Rica kupay\u0131 al\u0131r..<\/strong> Ben bu iddiay\u0131 \u00f6ne atarken ne hissettiyseniz onu unutmay\u0131n. \u015eu d\u00f6nemde piyasan\u0131n yukar\u0131 \u00e7\u0131kaca\u011f\u0131n\u0131, ya da sert d\u00fc\u015fece\u011fini s\u00f6ylemek d\u00fcnya kupas\u0131n\u0131 Kosta Rika&#8217;n\u0131n alaca\u011f\u0131n\u0131 s\u00f6ylemekten daha anlaml\u0131 de\u011fil. \u0130talya, Uruguay, \u0130ngiltere\u2019nin oldu\u011fu grupta \u00f6nce Uruguay\u2019\u0131 sonra \u0130talya\u2019y\u0131 devirerek 2 ma\u00e7ta garantilediler bir \u00fcst turu. Tak\u0131mlar\u0131 i\u00e7in sava\u015f\u0131yorlar, hadlerini biliyorlar.. Gruptaki son ma\u00e7\u0131 saymazsak e\u011fer, sadece 4 \u00f6nemli ma\u00e7 kald\u0131 \u00f6nlerinde. 4 ma\u00e7ta daha \u015fanslar\u0131 yaver gitse ne m\u00fckemmel bir d\u00fcnya kupas\u0131 olur ama!\u00a0En az\u0131ndan ben Kosta Rica&#8217;da Joel Campbell&#8217;a g\u00fcveniyorum, ya di\u011ferleri? Barzani&#8217;ye mi? Obama&#8217;ya m\u0131? I\u015e\u0130D&#8217;e mi? Yoksa temiz kalplerine mi?<\/p>\n<p>Emin Tay<\/p>\n<p>Ara\u015ft\u0131rma Uzman\u0131 Gedik Yat\u0131r\u0131m<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2. tura \u00e7\u0131kmas\u0131 garantile\u015fen Kosta Rika&#8217;n\u0131n d\u00fcnya kupas\u0131n\u0131 alaca\u011f\u0131 olas\u0131l\u0131\u011f\u0131na bahis \u015firketleri 1&#8217;e 70 oran veriyor. Yani %1.43 ihtimal veriliyor. Gruptaki son ma\u00e7\u0131 saymazsak, sadece&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"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":[769,1342],"class_list":["post-34389","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-petrol-yorumlari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/34389","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=34389"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/34389\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=34389"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=34389"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=34389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}