{"id":7368,"date":"2011-11-02T12:55:40","date_gmt":"2011-11-02T09:55:40","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=7368"},"modified":"2011-11-02T13:12:35","modified_gmt":"2011-11-02T10:12:35","slug":"seans-icinden-2-kasim-2011","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-icinden-2-kasim-2011\/","title":{"rendered":"Seans \u0130\u00e7inden &#8211; 2 Kas\u0131m 2011"},"content":{"rendered":"<p><strong>12:00<\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3059866064\"><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>Bug\u00fcn yo\u011fun bir g\u00fcn ya\u015f\u0131yorum ve sabahki yay\u0131n sonras\u0131nda \u00fcniversiteye derse geldim. Bu s\u0131k\u0131\u015f\u0131k s\u00fcre i\u00e7erisinde k\u0131saca bir yorum vermeye \u00e7al\u0131\u015faca\u011f\u0131m. \u00a0Piyasalar sabah saatlerinde, Merkel ve Sarkozy&#8217;nin Papandreu&#8217;yu kafa kola alaca\u011f\u0131 beklentisiyle fena de\u011fildi. ABD borsa future&#8217;lar\u0131 y\u00fczde 0.70 ve DAX endeksi de y\u00fczde 1.65 civar\u0131nda yukar\u0131 hareket i\u00e7erisindeydiler. Bizim borsa da a\u00e7\u0131l\u0131\u015fta 55.250&#8217;nin \u00fczerini g\u00f6rerek d\u00fcne g\u00f6re 600-700 puan yukar\u0131dan i\u015flemlere ba\u015flad\u0131. Sabahki yay\u0131nda da belirtti\u011fim \u00fczere bu t\u00fcr zamanlarda a\u00e7\u0131l\u0131\u015fta i\u015flem yapmak genellikle olumlu sonu\u00e7 vermez. \u00c7\u00fcnk\u00fc sorunlar\u0131n tam haliyle hallolaca\u011f\u0131na dair haberler hala yoktu. Dax endeksi \u015fu an y\u00fczde 0.20 a\u015fa\u011f\u0131da bulunuyor ve Amerikan brosa endekslerinin (dow ve S&amp;P) future&#8217;lar\u0131 da y\u00fczde 0.20 oran\u0131nda a\u015fa\u011f\u0131dalar. Demek ki Papandreu&#8217;yu ikna turlar\u0131 hen\u00fcz olumlu sonu\u00e7 vermi\u015f de\u011fil. Zaten d\u0131\u015f piyasalar d\u00fcnk\u00fc panik sat\u0131\u015flardan sonra bug\u00fcn Papandreu&#8217;nun ikna edilmesi turlar\u0131n\u0131 bahane ederek biraz da sat\u0131\u015f yapmak istedi. As\u0131l olan, G-20 zirvesi olacakt\u0131r. Bu zirveden g\u00fczel dilekler \u00e7\u0131kacak ama kal\u0131c\u0131 sonu\u00e7 \u00e7\u0131kmayacakt\u0131r. fakat \u015funu da belirteyim ki, Yunanistan&#8217;da referandum bir \u015fekilde engellenecektir. Piyasalar bu arada bir rahatlama ya\u015fayabileceklerdir; \u00a0fakat hem Avrupa&#8217;daki faizler hem de bizdeki faizler piyasalar\u0131n ate\u015finin hala y\u00fcksek oldu\u011funu g\u00f6steriyor. Bu nedenle borsalarda kal\u0131c\u0131 y\u00fckseli\u015f beklemiyorum. Endeks \u015fu an 54.500 seviyelerinde ve d\u00fcn g\u00f6rd\u00fc\u011f\u00fc 54 bin dibi yak\u0131n. Bu nedenle bence nakitte olanlar beklemede kalmal\u0131lar.<\/p>\n<p>Dolar 1.7834 seviyesinde bulunuyor ve bu krizde bile oynakl\u0131\u011f\u0131n\u0131n ge\u00e7en 1 aydaki kadar y\u00fcksek olmad\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. Bu da dolar\u0131n belirli bir s\u00fcre oynakl\u0131\u011f\u0131n\u0131n az olaca\u011f\u0131n\u0131 g\u00f6steriyor. \u00a0Alt\u0131n ise bug\u00fcn y\u00fckseliyor. Avrupa&#8217;daki geli\u015fmeler sonucu asl\u0131nda d\u00fc\u015f\u00fc\u015f beklenebilirdi ama hala en g\u00fcvenli liman olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>Bug\u00fcn ba\u015fka yorum vermeyece\u011fim. D\u00fcn ak\u015fam Murat Birsel ile Bug\u00fcn TV&#8217;deki yay\u0131nda s\u00fcrekli kar eden \u015firketlerin listesinden bahsetmi\u015ftim. Son gelen bilan\u00e7olar\u0131 g\u00fcncelleyerek yeni liste haz\u0131rlay\u0131p sizlerle payla\u015faca\u011f\u0131m. Webinar konusuna gelince, bu ak\u015fam saat \u00a020:00&#8217;de webinar yapaca\u011f\u0131z. Men\u00fcden &#8220;webinar&#8221; butonunu t\u0131klayarak ak\u015fam saat 19.00&#8217;dan sonra a\u00e7\u0131klamalar\u0131 g\u00f6rebilirsiniz. Webinar linki saat 19:45&#8217;de verilecektir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>12:00 Bug\u00fcn yo\u011fun bir g\u00fcn ya\u015f\u0131yorum ve sabahki yay\u0131n sonras\u0131nda \u00fcniversiteye derse geldim. Bu s\u0131k\u0131\u015f\u0131k s\u00fcre i\u00e7erisinde k\u0131saca bir yorum vermeye \u00e7al\u0131\u015faca\u011f\u0131m. \u00a0Piyasalar sabah saatlerinde,&hellip;<\/p>\n","protected":false},"author":102,"featured_media":6025,"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-7368","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\/7368","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=7368"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/7368\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/6025"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=7368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=7368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=7368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}