{"id":7516,"date":"2011-11-10T09:28:56","date_gmt":"2011-11-10T06:28:56","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=7516"},"modified":"2011-11-10T10:06:38","modified_gmt":"2011-11-10T07:06:38","slug":"biz-bayram-yaptik-ama","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/biz-bayram-yaptik-ama\/","title":{"rendered":"Biz Bayram Yapt\u0131k Ama&#8230;"},"content":{"rendered":"<p>Evet bizler bayram yaparken, Avrupa yine kar\u0131\u015ft\u0131. \u00d6nceliklle herkesin ge\u00e7mi\u015f kurban bayram\u0131n\u0131 kuluyorum. Ayn\u0131 zamanda bug\u00fcn 10 kas\u0131m ve \u00f6nderimiz Atat\u00fcrk&#8217;\u00fc de rahmet ve sayg\u0131yla an\u0131yorum.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4142967876\"><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>Zannedersem piyasalardaki geli\u015fmeleri \u015fu ana kadar zaten okumulsunuzdur. Bu konuda ayr\u0131nt\u0131l\u0131 bir \u00f6zet vermeyece\u011fim ama k\u0131saca belirtmek gerekirse, Yunanistan&#8217;da papandreu isti\u015ffa etti. Orada yeni bir se\u00e7imn yap\u0131lacak. Ge\u00e7i\u015f h\u00fck\u00fcmeti kuruluyor. Bu cephedeki geli\u015fmeler piyasalar \u00fczerinde etkili de\u011fil. Fakat \u0130talya&#8217;n\u0131n faizlerinin y\u00fczde 7.70 seviyelerine \u00e7\u0131kmas\u0131, CDS&#8217;lerdeki sert art\u0131\u015flar, \u0130talya&#8217;daki karga\u015fay\u0131 ortaya koyuyor. Berlusconi istifa etti diyebiliriz\u00a0ve orada da se\u00e7imler olacak. Bu a\u015famada \u0130talya&#8217;ya bor\u00e7 verenler kara kara d\u00fc\u015f\u00fcn\u00fcyorlar.<\/p>\n<p>\u0130talya&#8217;da d\u00fcn Silvio Berlusconi liderli\u011findeki merkez sa\u011f iktidar\u0131n meclisteki \u00e7o\u011funlu\u011funu kaybetti\u011finin ortaya \u00e7\u0131kmas\u0131yla ba\u015flayan siyasi kriz s\u00fcrecinde g\u00f6zler, Senato ve Temsilciler Meclisi&#8217;nden ge\u00e7mesi beklenen <strong>Avrupa Birli\u011fi&#8217;nin istedi\u011fi mali istikrar yasas\u0131ndaki b\u00fcy\u00fck de\u011fi\u015fikli\u011fe \u00e7evrildi<\/strong>.<\/p>\n<p>G\u00fcn\u00fc, &#8221;erken se\u00e7im mi ekonomik \u00f6nlemler mi yoksa yeni bir h\u00fck\u00fcmet mi&#8221; tart\u0131\u015fmalar\u0131yla ge\u00e7iren \u0130talya&#8217;da son s\u00f6z\u00fc Cumhurba\u015fkan\u0131 Giorgio Napolitano s\u00f6yledi. Napolitano, AB nazar\u0131nda \u0130talya&#8217;n\u0131n g\u00fcvenilirli\u011fini yeniden sa\u011flamak i\u00e7in bir an \u00f6nce harekete ge\u00e7ilmesi gerekti\u011fini dile getirerek, Ba\u015fbakan Silvio Berlusconi&#8217;nin istifa edece\u011fi konusunda \u015f\u00fcphesinin olmad\u0131\u011f\u0131n\u0131, mali istikrar yasas\u0131ndaki b\u00fcy\u00fck de\u011fi\u015fikli\u011fin birka\u00e7 g\u00fcn i\u00e7inde kabul edilece\u011fini belirtti.<\/p>\n<p>Cumhurba\u015fkan\u0131n\u0131n s\u00f6z\u00fcn\u00fc etti\u011fi mali istikrar yasas\u0131ndaki b\u00fcy\u00fck de\u011fi\u015fikli\u011fin cuma sabah\u0131 Senato&#8217;da g\u00f6r\u00fc\u015f\u00fclece\u011fi, cumartesi g\u00fcn\u00fc ise Temsilciler Meclisi&#8217;nin g\u00fcndemine gelmesi ve buralardan ge\u00e7erek yasala\u015fmas\u0131 bekleniyor. Bu h\u0131zland\u0131r\u0131lm\u0131\u015f ekonomik reformlar\u0131n hayata ge\u00e7irilmesi plan\u0131n\u0131n ard\u0131ndan Berlusconi&#8217;nin h\u00fck\u00fcmetinin istifas\u0131n\u0131 sunarak, \u00fclkede erken se\u00e7im d\u00f6neminin ba\u015flayaca\u011f\u0131 ifade ediliyor.<\/p>\n<p>D\u00fcn piyasalarda sert d\u00fc\u015f\u00fc\u015fler vard\u0131. ABD borslaarf\u0131 y\u00fczde 3&#8217;\u00fcn \u00fczerinde de\u011fer kaybederken, haliyle Avrupa borsalar\u0131nda da benzer oranda d\u00fc\u015f\u00fc\u015fler ger\u00e7ekle\u015fti. Dolay\u0131s\u0131yla bu sabaha ba\u015flarken, bizim piyasalar\u0131m\u0131zda da stres olacakt\u0131r.<\/p>\n<p>Hat\u0131rlarsan\u0131z son yazd\u0131\u011f\u0131m seans i\u00e7i yorumda;<\/p>\n<p>\u00a0&#8220;&#8230;.D\u0131\u015f piyasalar\u0131n daha olumlu olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorsak, bayram sonras\u0131nda da bizim borsa olumlu olabilece\u011fi ve Draghi sonras\u0131nda tehlike ge\u00e7ti\u011fi i\u00e7in art\u0131k hisselerde al\u0131m d\u00fc\u015f\u00fcn\u00fclebilir. Bug\u00fcn saat 16.00\u2032da verece\u011fim yorumda <strong>bayram sonras\u0131nda al\u0131nabilecek hisselerle ilgili olarak bilgi aktaraca\u011f\u0131m<\/strong>&#8230;&#8221;<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3645753724\"><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>yorumunda bulunmu\u015ftum. Draghi&#8217;nin para musluklar\u0131n\u0131 a\u00e7mas\u0131n\u0131n olumlu olaca\u011f\u0131n\u0131 ve faiz indirmesinin bunun \u00f6nemli bir sinyali oldu\u011funu belirtmi\u015ftim. Bayram\u00a0 s\u0131ras\u0131nda olas\u0131 olumsuz ko\u015fullar\u0131 g\u00f6z \u00f6n\u00fcnde bulundurarak bayram sonras\u0131nda al\u0131nabilecek\u00a0 hisseler konusunda bir liste verece\u011fimi duyurmu\u015ftum. Bu listeyi ayn\u0131 g\u00fcn saat 16:00 yorumunda duyurdum. Ama \u00fc\u00e7 g\u00fcnl\u00fck tatil uzunu ve her\u015fey ters gidebilirdi. Bu y\u00fczden para dergisinde de hisse \u00f6nerisinde bulunmad\u0131m.<\/p>\n<p>Biz bayram yaparken \u0130talya (toplam borcu 2 trilyon euro) balonu patlad\u0131. \u015eu ana kadar Draghi&#8217;den yeni tahvil al\u0131m\u0131 a\u00e7\u0131klanmad\u0131. Bu konuya Almanya kar\u015f\u0131 \u00e7\u0131k\u0131yor. Ama bu a\u015famada \u0130talya i\u00e7in de aynen Yunanistan gibi cin \u015fi\u015feden \u00e7\u0131km\u0131\u015f durumda. Faizleri y\u00fczde 7&#8217;yi ge\u00e7en her \u00fclke bir daha kolay kolay belini do\u011frulatm\u0131yor. Bunu Yunanistan, Portekiz, \u0130rlanda ve \u0130zlanda&#8217;da g\u00f6rd\u00fck. Dolay\u0131s\u0131yla, i\u015fler her ge\u00e7en g\u00fcn daha riskli bir hal al\u0131yor. Bu y\u00fczden Cuma g\u00fcn\u00fc yazd\u0131\u011f\u0131m yorumda <strong>&#8220;bayram sonras\u0131nda hisse al\u0131nabilir&#8221;<\/strong> g\u00f6r\u00fc\u015f\u00fcm\u00fc de\u011fi\u015ftirip ortal\u0131ktaki toz duman\u0131n da\u011f\u0131lmas\u0131n\u0131 beklemek gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n<p>Saat 09:20&#8217;de bug\u00fcn TV&#8217;de ayr\u0131nt\u0131l\u0131\u00a0 yorum ve analizlerimi izleyebilirsiniz. Elinde hisse olanlar ise bugn a\u00e7\u0131l\u0131\u015fta panik yapmas\u0131nlar zaten \u015fu an \u0130talya&#8217;n\u0131n geli\u015fmeleri fiyatlara t\u00fcm\u00fcyle yans\u0131m\u0131\u015f durumda ve i\u015fler daha da bozulmaya kalkarsa Avrupa Merkez Bankas\u0131 harekete ge\u00e7ebilir. Fakat orta ve uzun vadeli resim belirsiz ve bu belirsizli\u011fin azalmas\u0131na katk\u0131 yapacak kurum ise AMB olacakt\u0131r. Oradan gelecek\u00a0 a\u00e7\u0131klama ve hareketler izlenmeli.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Evet bizler bayram yaparken, Avrupa yine kar\u0131\u015ft\u0131. \u00d6nceliklle herkesin ge\u00e7mi\u015f kurban bayram\u0131n\u0131 kuluyorum. Ayn\u0131 zamanda bug\u00fcn 10 kas\u0131m ve \u00f6nderimiz Atat\u00fcrk&#8217;\u00fc de rahmet ve sayg\u0131yla&hellip;<\/p>\n","protected":false},"author":102,"featured_media":6025,"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-7516","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\/7516","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=7516"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/7516\/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=7516"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=7516"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=7516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}