{"id":51565,"date":"2017-10-09T19:56:29","date_gmt":"2017-10-09T16:56:29","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=51565"},"modified":"2017-10-09T19:56:29","modified_gmt":"2017-10-09T16:56:29","slug":"cetin-unsalan-kolon-catlamis-simsek-cati-derdinde","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/cetin-unsalan-kolon-catlamis-simsek-cati-derdinde\/","title":{"rendered":"\u00c7etin \u00dcnsalan &#8211; Kolon \u00e7atlam\u0131\u015f; \u015eim\u015fek \u00e7at\u0131 derdinde"},"content":{"rendered":"<p><em><strong>ABD ile ya\u015fanan problemden sonra herkesin g\u00f6z\u00fc dolar\u0131n performans\u0131na \u00e7evrildi. \u00d6ncelikle \u015funun alt\u0131n\u0131 \u00e7izmek gerekir ki, uzmanlar\u0131n bu geli\u015fme olmadan \u00f6nceki raporlar\u0131, zaten TL aleyhine bir seyri i\u015faret ediyordu.<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2451873097\"><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>Ayr\u0131ca zaten dolar \/ TL ba\u015fl\u0131\u011f\u0131nda sorun ya\u015famam\u0131z i\u00e7in herhangi bir geli\u015fmeye ihtiyac\u0131m\u0131z yok. \u015eiddetli finans ihtiyac\u0131m\u0131z, pozisyon a\u00e7\u0131\u011f\u0131m\u0131z, d\u00fc\u015fen d\u0131\u015f gelirlerimiz ve \u00f6deme takvimimiz zaten problemin kendisini olu\u015fturuyor.<\/p>\n<p>Bunlar\u0131n d\u0131\u015f\u0131ndaki her geli\u015fme ancak art\u0131 risk olarak nitelendirilebilir. Yani bu geli\u015fmeden dolay\u0131 bir problemin olu\u015ftu\u011funu d\u00fc\u015f\u00fcnmek, sorunun kendisini yok saymaktan ba\u015fka bir anlam ta\u015f\u0131maz.<\/p>\n<p>Bununla birlikte b\u00f6ylesi kar\u0131\u015f\u0131k d\u00f6nemlerde, vurgun i\u00e7in m\u00fcsait ortam olu\u015ftu\u011fu a\u00e7\u0131kt\u0131r. Her zaman s\u00f6yledi\u011fim gibi, zaten her f\u0131rsatta riskinizi azalt\u0131n, ama bu t\u00fcr \u00e7alkant\u0131l\u0131 ortamlarda hem kendi ad\u0131n\u0131za, hem de T\u00fcrkiye\u2019nin \u00e7\u0131kar\u0131na uygun olarak sabit kal\u0131n. Yani oyun bozun.<\/p>\n<p>Beni as\u0131l \u00fczen, ekonominin patron durumunda olan ismin olaya bak\u0131\u015f a\u00e7\u0131s\u0131. Esasen bu ne yaz\u0131k ki iktidar\u0131n bir t\u00fcrl\u00fc de\u011fi\u015ftirilemeyen bak\u0131\u015f a\u00e7\u0131s\u0131n\u0131 da olu\u015fturuyor. Ya\u015fanan vize krizinin ard\u0131ndan Ekonomiden Sorumlu Ba\u015fbakan Yard\u0131mc\u0131s\u0131 Mehmet \u015eim\u015fek bir a\u00e7\u0131klama yapt\u0131.<\/p>\n<p>\u0130\u00e7eri\u011fine gelmeden \u00f6nce, s\u0131ras\u0131 gelmi\u015fken bir sakatl\u0131\u011fa daha dikkat \u00e7ekmekte fayda g\u00f6r\u00fcyorum. \u015eim\u015fek, a\u00e7\u0131klamay\u0131 twitter hesab\u0131 \u00fczerinden yapt\u0131. Uzun zamand\u0131r bunu yaz\u0131p \u00e7izip, anlat\u0131yorum. Sosyal medya, diyalog kurma, sohbet etme yeridir.<\/p>\n<p>Bilgilendirmenin, bilhassa resmi a\u00e7\u0131klamalar\u0131n bu alan \u00fczerinden yap\u0131lmas\u0131 son derece ciddiyetsiz bir yakla\u015f\u0131md\u0131r. Yetkili gerekli a\u00e7\u0131klamay\u0131 resmi olarak yapar, sonra isterse burada sohbetini ger\u00e7ekle\u015ftirir.<\/p>\n<p>Bir kez daha devlet y\u00f6netmek gibi ciddi bir konuda ve hele ki b\u00f6ylesine hassas d\u00f6nemlerde, twitter \u00fczerinde a\u00e7\u0131klama yapma al\u0131\u015fkanl\u0131\u011f\u0131ndan vazge\u00e7ilmesini talep ediyorum. \u00c7\u00fcnk\u00fc buradan yap\u0131lan a\u00e7\u0131klamalar\u0131n hi\u00e7bir ge\u00e7erlili\u011fi yok. Zira bir s\u0131k\u0131nt\u0131 ortaya \u00e7\u0131ksa, \u2018ben sohbet bab\u0131nda yazd\u0131m\u2019 denilse \u00f6ylece kal\u0131r\u0131z.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-843975905\"><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>Gelelim \u015eim\u015fek\u2019in a\u00e7\u0131klamas\u0131na\u2026 Ne diyor? \u201cMakroekonomik istikrar\u0131 koruyaca\u011f\u0131z.\u201d \u0130lk iki c\u00fcmleyi ge\u00e7tim zira ciddiye al\u0131n\u0131r bir taraf\u0131 yok. 10 y\u0131lda badireler atlatt\u0131\u011f\u0131m\u0131z a\u00e7\u0131k da, bunlar\u0131 a\u015ft\u0131\u011f\u0131m\u0131z ger\u00e7ek de\u011fil. Sadece hasar b\u00fcy\u00fcterek \u00f6teledik.<\/p>\n<p>Peki tak\u0131ld\u0131\u011f\u0131m noktadan devam edeyim. Makroekonomik istikrar \u00f6nemli mi; elbette \u00f6nemli. Fakat soka\u011f\u0131n ger\u00e7e\u011fini yok sayan, sadece rakamlarla ekonomi y\u00f6netti\u011fini zanneden bu yakla\u015f\u0131m, ba\u015f\u0131m\u0131zdaki en b\u00fcy\u00fck belad\u0131r.<\/p>\n<p>Siz, bir tak\u0131m istatistik oyunlar\u0131yla makroekonomik bir tak\u0131m rakamlara ula\u015fabilirsiniz. Nitekim \u00f6yle oluyor. Fakat b\u00f6ylesine d\u00f6viz bazl\u0131 bir s\u0131k\u0131nt\u0131da dertlendi\u011finiz, mikro ekonomideki k\u0131r\u0131lganl\u0131k de\u011fil de, rakamlar\u0131n\u0131z ise sonu\u00e7ta oynanan rakamlar bile yeterli gelmez.<\/p>\n<p>\u00dclkede reel sekt\u00f6rden vatanda\u015fa, bankalardan kamu kurumlar\u0131na kadar herkes bor\u00e7lu. Hem de b\u00fcy\u00fck bir b\u00f6l\u00fcm\u00fcn\u00fcn borcu d\u00f6viz \u00fczerinden\u2026 \u0130\u015fsizlik art\u0131yor; ama i\u015fsizlik fonundaki para da art\u0131yor. Firmalar 20 ay vadeyle mal sat\u0131yor.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-592008135\"><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>Enflasyondan i\u015fsizli\u011fe her veri y\u00fckseliyor. 24 milyon icra dosyas\u0131yla vatanda\u015f kendini \u00e7eviremiyor. \u0130\u00e7 ve d\u0131\u015f piyasada pazar daral\u0131rken, miktar baz\u0131nda art\u0131\u015f yakalansa da, orant\u0131lad\u0131\u011f\u0131n\u0131zda gelir azal\u0131yor. Turizm kalitemiz d\u00fc\u015f\u00fcyor. \u00dclkede jeopolitik riskler artm\u0131\u015f, yabanc\u0131 yat\u0131r\u0131mc\u0131 imtina ediyor.<\/p>\n<p>Bireyinden t\u00fczel ki\u015fili\u011fine her birim s\u0131k\u0131nt\u0131lar\u0131n y\u00fckselmesinden dem vuruyor; ama ekonominin patronunun derdi makroekonomik g\u00f6stergeler\u2026 Zaten sakatl\u0131k burada ba\u015fl\u0131yor.<\/p>\n<p>\u015eim\u015fek, kolonlar\u0131 \u00e7at\u0131rdayan binada \u00e7at\u0131n\u0131n g\u00fczel g\u00f6z\u00fckmesi derdine d\u00fc\u015fm\u00fc\u015f. Sizce d\u00fcnyan\u0131n en m\u00fckemmel \u00e7at\u0131s\u0131 ne zamana kadar anlaml\u0131d\u0131r? Kolonlar o binay\u0131 ta\u015f\u0131d\u0131\u011f\u0131 s\u00fcrece. Bilmem anlatabiliyor muyum? L\u00fctfen vazge\u00e7in \u015fu rakam tutkusundan, mikro \u00e7apta hayat\u0131n ger\u00e7ekleri alarm veriyor.<\/p>\n<p><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD ile ya\u015fanan problemden sonra herkesin g\u00f6z\u00fc dolar\u0131n performans\u0131na \u00e7evrildi. \u00d6ncelikle \u015funun alt\u0131n\u0131 \u00e7izmek gerekir ki, uzmanlar\u0131n bu geli\u015fme olmadan \u00f6nceki raporlar\u0131, zaten TL aleyhine&hellip;<\/p>\n","protected":false},"author":5,"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":[904,808,801],"class_list":["post-51565","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-cetin-unsalan-yazilari","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/51565","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=51565"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/51565\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=51565"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=51565"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=51565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}