{"id":3523,"date":"2011-08-02T11:16:13","date_gmt":"2011-08-02T08:16:13","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=3523"},"modified":"2011-08-02T11:22:37","modified_gmt":"2011-08-02T08:22:37","slug":"seans-icinden-2-agustos-2011","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-icinden-2-agustos-2011\/","title":{"rendered":"Seans \u0130\u00e7inden 2 A\u011fustos 2011"},"content":{"rendered":"<p>11:25<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2320214682\"><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>Endeks d\u00fcn kapand\u0131\u011f\u0131 seviyeye yak\u0131n bir seviyeden a\u00e7\u0131ld\u0131. Grafikteki k\u0131rm\u0131z\u0131 \u00e7izgi a\u00e7\u0131l\u0131\u015f seviyesini g\u00f6steriyor.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/endes2agusto\u0131s.jpg\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3524\" title=\"endes2agusto\u0131s\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/endes2agusto\u0131s.jpg\" alt=\"\" width=\"517\" height=\"380\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/endes2agusto\u0131s.jpg 517w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/endes2agusto\u0131s-300x220.jpg 300w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/endes2agusto\u0131s-500x367.jpg 500w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/endes2agusto\u0131s-68x50.jpg 68w\" sizes=\"auto, (max-width: 517px) 100vw, 517px\" \/><\/a><\/p>\n<p>A\u00e7\u0131l\u0131\u015f sonras\u0131nda yatay bir hareket izliyoruz. \u015eu s\u0131ralar endeks d\u00fcne g\u00f6re pek de\u011fi\u015fmemi\u015f g\u00f6r\u00fcn\u00fcrken Dow ve S&amp;P future&#8217;lar\u0131 s\u0131ras\u0131yla y\u00fczde 0.40 ve 0.60 a\u015fa\u011f\u0131dalar. Yani Amerika&#8217;da havada kara bulutlar dola\u015f\u0131yor. D\u00dcn a\u00e7\u0131klanan ISM verileri 2009&#8217;dan beri ula\u015f\u0131lan en k\u00f6t\u00fc rakamlar\u0131 g\u00f6sterdi\u011fi i\u00e7in ABD piyasalar\u0131n\u0131n moralleri bozuldu. \u00a0Bu a\u015famada, bu cuma g\u00fcn\u00fc a\u00e7\u0131klanacak olan istihdam raporu ve i\u015fsizlik oranlar\u0131 \u00e7ok \u00f6nemli olacakt\u0131r. \u00a0Toplam tar\u0131m d\u0131\u015f\u0131 istihdamda 95 bin art\u0131\u015f bekleniyor. Ge\u00e7en ay \u00e7ok ters veriler a\u00e7\u0131klanm\u0131\u015ft\u0131. Bu ay da benzer \u015fekilde piyasan\u0131n beklentilerine g\u00f6re \u00e7ok d\u00fc\u015f\u00fck veriler a\u00e7\u0131klan\u0131rsa QE3 konu\u015fulmaya ba\u015flanabilir. Bu durumda piyasalar\u0131n y\u00fcz\u00fcnde yeniden g\u00fcller a\u00e7ar. \u00a0Bu arada Almanyada DAX endeksi de \u015fu an d\u00fcne g\u00f6re y\u00fczde 0.70 a\u015fa\u011f\u0131da bulunuyor. Bu verilere bir de sabah saatlerinde kapanm\u0131\u015f olan Asya borsalar\u0131ndaki olumsuz havay\u0131 eklersek, \u00a0d\u0131\u015far\u0131daki havan\u0131n ne kadar k\u00f6t\u00fc oldu\u011funu anl\u0131yorsunuz. \u00a0D\u00fczelir mi? sorusun cevab\u0131 ise pek yok. Amerika&#8217;da motorlar bir ara \u00e7al\u0131\u015f\u0131yor gibi oldu ama ge\u00e7en hafta a\u00e7\u0131klanan b\u00fcy\u00fcme rakam\u0131 y\u00fczde 1.3 gelince ve ge\u00e7mi\u015f \u00fc\u00e7 y\u0131l\u0131n b\u00fcy\u00fcme rakamlar\u0131 revize edildi\u011finde 2011&#8217;in ilk \u00e7eyrek b\u00fcy\u00fcmesinin y\u00fczde 1.9 de\u011fil de y\u00fczde 0.4 odlu\u011fu ortaya \u00e7\u0131k\u0131nca moraller daha da bozuldu. Bu hafta per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klanacak i\u015fsizlik ba\u015fvurular\u0131 da, cuma g\u00fcn\u00fc a\u00e7\u0131klanacak istihdam rakamlar\u0131 \u00f6ncesinde sinyal vermi\u015f olacakt\u0131r. ABD veri takvimi a\u015fa\u011f\u0131daki \u015fekildedir.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/veritakvmi.jpg\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3525\" title=\"veritakv,mi\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/veritakvmi.jpg\" alt=\"\" width=\"475\" height=\"547\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/veritakvmi.jpg 475w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/veritakvmi-260x300.jpg 260w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/veritakvmi-347x400.jpg 347w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/veritakvmi-43x50.jpg 43w\" sizes=\"auto, (max-width: 475px) 100vw, 475px\" \/><\/a><\/p>\n<p>\u0130\u00e7eriye gelince&#8230; \u015fu an i\u00e7in d\u0131\u015f piyasalardan daha iyi bir performans g\u00f6steriyoruz ama hacim yetersiz ve ayn\u0131 zamanda yabanc\u0131 pay\u0131 artm\u0131yor. Geli\u015fmekte olan \u00fclkeler endeksi ile kar\u015f\u0131la\u015ft\u0131rd\u0131\u011f\u0131m\u0131zda benzer bir hareket yapt\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. \u00a0\u015eu ana kadar bilan\u00e7o a\u00e7\u0131klayan \u015firketler a\u015fa\u011f\u0131da verilmi\u015ftir. Baz\u0131 \u015firketlerin 2011 MART bilan\u00e7osunu yeni a\u00e7\u0131klam\u0131\u015f oldu\u011funu g\u00f6receksiniz. Asl\u0131nda bu \u015firketler de\u011fi\u015fik hesap d\u00f6nemlerine tekab\u00fcl ediyorlar. Bu y\u00fczden \u00f6zellikle Turizm \u015firketleri i\u00e7in y\u0131l MART ay\u0131nda bitiyor ve Nisan-Haziran d\u00f6nemi bilan\u00e7osu onlar\u0131n \u00a0ilk \u00fc\u00e7 ayl\u0131k bilan\u00e7osu olmu\u015f oluyor. \u00a0Endeksin bug\u00fcn i\u00e7in 62.500&#8217;de direnci var ve bu \u00a0direnci a\u015fmas\u0131n\u0131 bekleyemeyiz. Endeks bug\u00fcn veya yar\u0131n 61 bin civar\u0131na kadar gerileyebilir. Bu y\u00fczden nakitte olanlar al\u0131m i\u00e7in bekleyebilirler. Al\u0131m i\u00e7in ya 63.200&#8217;\u00fcn yukar\u0131 ge\u00e7ilmesi ya da endeksin 60 bin seviyesine kadar inmesi gerekir. Bu iki \u015farttan biri ger\u00e7ekle\u015fti\u011fnde al\u0131m yap\u0131labilir, fakat 60 binde al\u0131m yapan biri i\u00e7in 59 binin a\u015fa\u011f\u0131 k\u0131r\u0131lmas\u0131 durumunda stop yapmak gerekir. Ama bug\u00fcn i\u00e7inde bu t\u00fcr \u00e7ok y\u00fcksek volatiliteli bir hareket beklemiyorum. Ama bir haberle birlikte \u015fiddetli volatilite olursa ayr\u0131ca yorum ge\u00e7erim. Bir sonraki yorumu saat 17.00 civar\u0131 vermeye \u00e7al\u0131\u015faca\u011f\u0131m.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/karlar2.jpg\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-3531\" title=\"karlar2\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/karlar2-300x184.jpg\" alt=\"\" width=\"300\" height=\"184\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/karlar2-300x184.jpg 300w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/karlar2-500x307.jpg 500w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/karlar2-80x50.jpg 80w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/08\/karlar2.jpg 861w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>(GRAF\u0130\u011e\u0130 B\u00dcY\u00dcTMEK \u0130\u00c7\u0130N \u00dcZER\u0130N\u0130 TIKLAYINIZ)<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>11:25 Endeks d\u00fcn kapand\u0131\u011f\u0131 seviyeye yak\u0131n bir seviyeden a\u00e7\u0131ld\u0131. Grafikteki k\u0131rm\u0131z\u0131 \u00e7izgi a\u00e7\u0131l\u0131\u015f seviyesini g\u00f6steriyor. A\u00e7\u0131l\u0131\u015f sonras\u0131nda yatay bir hareket izliyoruz. \u015eu s\u0131ralar endeks d\u00fcne&hellip;<\/p>\n","protected":false},"author":102,"featured_media":2395,"comment_status":"closed","ping_status":"closed","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-3523","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\/3523","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=3523"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/3523\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/2395"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=3523"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=3523"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=3523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}