{"id":3565,"date":"2011-08-03T09:41:30","date_gmt":"2011-08-03T06:41:30","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=3565"},"modified":"2011-08-05T23:46:06","modified_gmt":"2011-08-05T20:46:06","slug":"kendimizi-akintiya-birakacagiz","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/kendimizi-akintiya-birakacagiz\/","title":{"rendered":"Kendimizi Ak\u0131nt\u0131ya B\u0131rakaca\u011f\u0131z"},"content":{"rendered":"<p>Veri ve bilgi ak\u0131\u015f\u0131nda ilgin\u00e7 bir k\u0131r\u0131lma oldu. Uzun s\u00fcredir yorumcular\u0131 ve oyuncular\u0131 pe\u015finden ko\u015fturan olumsuz bilgiler birden ortadan kalkt\u0131. Sanki tak\u0131lacak \u00f6nemli bir \u015fey kalmad\u0131. Bu gibi durumlarda akt\u00f6rler ya kendilerini ak\u0131nt\u0131ya b\u0131rak\u0131yorlar ya da pe\u015finden ko\u015facaklar\u0131 yeni durumlar yaratmaya \u00e7al\u0131\u015f\u0131yorlar.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3952188660\"><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>K\u0131r\u0131lmadan kast\u0131m b\u00fcy\u00fck tedirginlik yaratan, risk alg\u0131s\u0131n\u0131 tavana vurduran\u00a0 iki uluslararas\u0131\u00a0 olay\u0131n neredeyse e\u015f anl\u0131 olarak \u00e7\u00f6z\u00fclmesi. Bu iki olay\u0131n olumlu bir sonuca ula\u015fmas\u0131yla birlikte uluslararas\u0131 arenada dola\u015fan veri ve bilgi ak\u0131\u015f\u0131n\u0131n niteli\u011fi de\u011fi\u015fti, g\u00f6rece olumlu y\u00f6ne d\u00f6nd\u00fc.<\/p>\n<p>\u00d6zelde Yunanistan&#8217;da daha genel planda ise Avrupa Birli\u011finde g\u00f6zlenen ekonomik zafiyet bu olaylardan birisiydi. \u0130kinci olay da ABD&#8217;de bor\u00e7 limitinin y\u00fckseltilmesine ili\u015fkin siyasal \u00e7eki\u015fmenin s\u00fcr\u00fcp gitmesiydi. Bu iki olay daha\u00a0 d\u00fcne kadar\u00a0 akt\u00f6rleri ve piyasalar\u0131 adeta susta durdurdu. Bu s\u00fcre\u00e7te\u00a0 iki dev blokun \u00e7\u00f6k\u00fc\u015f\u00fcnden ba\u015flay\u0131p yeni bir k\u00fcresel krize kadar yay\u0131lan yelpazede d\u00fcnya kadar olumsuz senaryo \u00fcretildi.<\/p>\n<p>Olumsuz\u00a0 senaryo \u00fcretimi her zaman ve her yerde benzer sonu\u00e7lar verir.\u00a0 Olumsuzluklar\u00a0 pe\u015f pe\u015fe s\u0131ralan\u0131nca beklentiler bozulur, ufuk karar\u0131r. Bu defa da b\u00f6yle oldu. Akt\u00f6rler bu kadar korku \u00fcretiminin hakk\u0131n\u0131 verdiler, alt \u00fcst oldular.\u00a0 Hep beraber &#8220;batma noktas\u0131&#8221; na geldi\u011fimize h\u00fckmettik neredeyse.<\/p>\n<p>*\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 *\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 *<\/p>\n<p>\u00d6nce Yunanistan olay\u0131 \u00e7\u00f6z\u00fcld\u00fc. Ba\u015f\u0131ndan beri\u00a0 bu sorunun \u00e7\u00f6z\u00fclmeme\u00a0 \u015fans\u0131 yok ama bir bilek g\u00fcre\u015fi yap\u0131lmadan da \u00e7\u00f6z\u00fclemeyecek diye d\u00fc\u015f\u00fcn\u00fcyordum. \u00c7\u00f6z\u00fcms\u00fczl\u00fc\u011f\u00fcn maliyeti \u00e7ok y\u00fcksekti. Ama \u00e7\u00f6z\u00fcm\u00fcn de bir maliyeti vard\u0131. Olay\u0131n ba\u015f\u0131ndan beri \u00e7\u00f6z\u00fcm maliyetinin nas\u0131l payla\u015f\u0131laca\u011f\u0131 konusunda bilek g\u00fcre\u015fi yap\u0131ld\u0131. \u0130lk halkada IMF&#8217;nin\u00a0 maliyetin bir k\u0131sm\u0131n\u0131 \u00fcstlenmesi sa\u011fland\u0131. \u0130kinci halkada \u00f6zel kesim de maliyetin bir k\u0131sm\u0131n\u0131 \u00f6demeye ikna edildi. Sorun a\u015f\u0131ld\u0131. Bundan b\u00f6yle belki irili ufakl\u0131 serpintiler olur ama Avrupa konusu art\u0131k k\u00fcresel bir \u00e7\u00f6k\u00fc\u015f senaryosuna malzeme olmaz diye d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n<p>Yunanistan olay\u0131n\u0131n hemen arkas\u0131ndan ABD&#8217;deki bor\u00e7 limiti sorunu da \u00e7\u00f6z\u00fcld\u00fc. Bu arenada bilek g\u00fcre\u015fi \u00e7ok daha a\u00e7\u0131k\u00a0 ve sert bi\u00e7imde yap\u0131ld\u0131. ABD&#8217;de neredeyse rutin hale gelmi\u015f olan limit y\u00fckseltme i\u015fi bu defa muhalefet taraf\u0131ndan bilerek ve isteyerek yoku\u015fa s\u00fcr\u00fcld\u00fc. Bu sorunun da\u00a0 \u00e7\u00f6z\u00fclmeme \u015fans\u0131 yoktu. \u00c7\u00f6z\u00fcms\u00fczl\u00fck halinde ABD temerr\u00fcde d\u00fc\u015fecek, bor\u00e7lar\u0131n\u0131 \u00f6deyemeyecek, kredi notu k\u0131r\u0131lacak, ortal\u0131k kararacak ve ABD yeniden derin bir krize s\u00fcr\u00fcklenecekti.\u00a0 Risk \u00e7ok b\u00fcy\u00fckt\u00fc. Kimsenin \u00f6yle etraf\u0131na s\u0131r\u0131tarak bak\u0131p,\u00a0 ABD batt\u0131 diyebilme l\u00fcks\u00fc yoktu. ABD batarsa su \u00fcst\u00fcnde kalan olmayacakt\u0131. Avrupa riski bunun yan\u0131nda \u00e7ocuk oyunca\u011f\u0131 gibi kal\u0131yordu. ABD&#8217;nin t\u00fckeni\u015fi d\u00fcnya d\u00fczeninin de\u011fi\u015fece\u011fi anlam\u0131na geliyordu. Dolay\u0131s\u0131yla maliyeti ne olursa olsun sorunu \u00e7\u00f6zmek daha avantajl\u0131yd\u0131.<\/p>\n<p>Ama, neme laz\u0131m iyi \u00e7eki\u015ftiler do\u011frusu. B\u00fcy\u00fck riske ra\u011fmen bilek g\u00fcre\u015fi son ana kadar s\u00fcrd\u00fcr\u00fcld\u00fc. Muhalif Cumhuriyet\u00e7iler Obama&#8217;n\u0131n itibar\u0131n\u0131 ayaklar alt\u0131na sermek i\u00e7in her t\u00fcrl\u00fc manas\u0131zl\u0131\u011f\u0131 yapt\u0131. Ba\u015fkan Obama da karizma \u00e7izilmesin diye u\u011fra\u015ft\u0131. Uzla\u015f\u0131 bulundu. Sorun \u00e7\u00f6z\u00fcld\u00fc. Art\u0131k bu konudan da bir b\u00fcy\u00fck \u00e7\u00f6k\u00fc\u015f senaryosu \u00fcremez. Bir ka\u00e7 haftaya kalmaz sorunu unuturuz bile.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1973109397\"><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>*\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 *\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 *<\/p>\n<p>Son aylarda d\u00fcnyay\u0131 diken \u00fczerinde tutan uluslararas\u0131 sorunlar\u0131n \u00e7\u00f6z\u00fclm\u00fc\u015f olmas\u0131\u00a0 ku\u015fkusuz iyimserlik yaratt\u0131, beklentileri d\u00fczeltti, ufku ayd\u0131nlatt\u0131. Bundan \u015fikayet edecek halimiz yok tabii. Ama baz\u0131lar\u0131m\u0131z da i\u015fsiz kald\u0131k galiba.\u00a0 \u00d6rne\u011fin sorunlar\u0131n \u00e7\u00f6z\u00fclmesi piyasa oyucular\u0131na\u00a0 pe\u015finden ko\u015facaklar\u0131, pozisyon al\u0131p bozacaklar\u0131 \u00f6nemli bir konu b\u0131rakmad\u0131. Bunlar \u015fimdi piyasalarda sal\u0131n\u0131p duracaklar. Spek\u00fclat\u00f6rler de i\u015fsiz kald\u0131 \u00e7\u00fcnk\u00fc &#8220;b\u00fct\u00fcn spek\u00fclat\u00f6rler birle\u015fin, b\u00fcy\u00fck oyun kuruluyor&#8221; demek imkan\u0131 ortadan kalkt\u0131. Bunlar da \u015fimdi elinden oyunca\u011f\u0131 al\u0131nm\u0131\u015f \u00e7ocuk gibi etrafa bak\u0131n\u0131p, alelade konulardan spek\u00fclasyon \u00fcretmeye \u00e7abalayacaklar.<\/p>\n<p>Bence esas i\u015fsiz kalan bizim gibi yorumcular oldu. Avrupa ve Amerikadaki bitmez t\u00fckenmez gerilimler yorumculara herg\u00fcn malzeme veriyordu. \u015eimdi bu malzeme t\u00fckendi. Ufukta b\u00f6yle bir malzeme deposu daha yok. Yerl konular\u0131n da bu kadar lezzeti yok. Ne yaz\u0131p \u00e7izecek bu yorumcular? Resmen i\u015fsiz kald\u0131k anlayaca\u011f\u0131n\u0131z.<\/p>\n<p>San\u0131r\u0131m bir s\u00fcre herkes kendisini ak\u0131nt\u0131ya b\u0131rak\u0131p, sal\u0131nacak. G\u00fcr\u00fclt\u00fc pat\u0131rt\u0131 azalacak.\u00a0 Hep beraber rahatlayaca\u011f\u0131z.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3268597623\"><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","protected":false},"excerpt":{"rendered":"<p>Veri ve bilgi ak\u0131\u015f\u0131nda ilgin\u00e7 bir k\u0131r\u0131lma oldu. Uzun s\u00fcredir yorumcular\u0131 ve oyuncular\u0131 pe\u015finden ko\u015fturan olumsuz bilgiler birden ortadan kalkt\u0131. Sanki tak\u0131lacak \u00f6nemli bir \u015fey&hellip;<\/p>\n","protected":false},"author":15,"featured_media":901,"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-3565","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\/3565","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\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=3565"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/3565\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/901"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=3565"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=3565"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=3565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}