{"id":8143,"date":"2011-11-25T12:46:28","date_gmt":"2011-11-25T09:46:28","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=8143"},"modified":"2011-11-25T12:46:49","modified_gmt":"2011-11-25T09:46:49","slug":"seans-icinden-25-kasim-2011","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-icinden-25-kasim-2011\/","title":{"rendered":"Seans \u0130\u00e7inden &#8211; 25 Kas\u0131m 2011"},"content":{"rendered":"<p>11:58<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1158529245\"><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>Piyasalar g\u00fcne yine d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131. \u00d6nce temkinli bak\u0131\u015f vard\u0131 ama daha sonra, Avrupa&#8217;daki bor\u00e7lu \u00fclkelerin faizlerinin art\u0131\u015f\u0131 \u00fczerine stres artarken, sabah a\u00e7\u0131klanan Macaristan&#8217;\u0131n notunun Moodys taraf\u0131ndan d\u00fc\u015f\u00fcr\u00fcld\u00fc\u011f\u00fc haberi de olumsuzluklara tuz biber oldu. \u015eu an Dow vadelileri y\u00fczde 0.72 ve DAx endeksi de y\u00fczde 0.76 a\u015fa\u011f\u0131da bulunurken bizim endeks de d\u0131\u015f piyasalarla belirgin bir paralellik sergiliyor ve y\u00fczde 0.70 a\u015fa\u011f\u0131da bulunuyor.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8144\" title=\"endeks25kasim\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim.png\" alt=\"\" width=\"495\" height=\"472\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim.png 495w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim-300x286.png 300w\" sizes=\"auto, (max-width: 495px) 100vw, 495px\" \/><\/a><\/p>\n<p>Grafikte endeksin be\u015f dakikal\u0131k hareketleri g\u00f6r\u00fcl\u00fcyor. Endeks en d\u00fc\u015f\u00fck 48.800 seviyelerini g\u00f6rd\u00fc. \u015eu an 49 binin \u00fczerinde bulunuyor. \u00a051.000-51.500 aral\u0131\u011f\u0131nda diren\u00e7 olu\u015ftu. Bu a\u015famadan sonra endeksin daha yatay hareket etmesini bekleyebiliriz fakat Avrupa&#8217;dan gelen haberler \u00a0k\u00f6t\u00fc. Amerika&#8217;da endeksler d\u00fc\u015f\u00fcyor ve o borsalar hen\u00fcz daha \u00f6nceki diplerine kadar gelmediler. Dolay\u0131s\u0131yla o borsalar\u0131n a\u015fa\u011f\u0131 y\u00f6nde gidecek daha\u00a0yollar\u0131 var. A\u015fa\u011f\u0131daki grafiklerde DAX ve DOW&#8217;un g\u00fcnl\u00fck hareketleri yer al\u0131yor.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dax25kasim.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8145\" title=\"dax25kasim\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dax25kasim.png\" alt=\"\" width=\"310\" height=\"310\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dax25kasim.png 310w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dax25kasim-150x150.png 150w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dax25kasim-300x300.png 300w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/a>\u00a0<a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dow25kasim.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8146\" title=\"dow25kasim\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dow25kasim.png\" alt=\"\" width=\"310\" height=\"310\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dow25kasim.png 310w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dow25kasim-150x150.png 150w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/dow25kasim-300x300.png 300w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/a><\/p>\n<p>Yukar\u0131daki grafikleride DAX 5000&#8217;e kadar, Dow Jones endeksi de 10.500-10.750 aral\u0131\u011f\u0131na kadar inebilir. Sorulmas\u0131 gereken soru \u015fudur. Acaba bu t\u00fcr bir durumda bizim borsa ne yapar? Poztif ayr\u0131\u015f\u0131p 48 binde yerimizde sayar m\u0131y\u0131z? Yoksa biz de 48.500&#8217;\u00fc a\u015fa\u011f\u0131 k\u0131r\u0131p 45 bine do\u011fru yol al\u0131r m\u0131y\u0131z?<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim-2.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8147\" title=\"endeks25kasim-2\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim-2.png\" alt=\"\" width=\"495\" height=\"472\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim-2.png 495w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2011\/11\/endeks25kasim-2-300x286.png 300w\" sizes=\"auto, (max-width: 495px) 100vw, 495px\" \/><\/a><\/p>\n<p>Bizim endeksin uzun vadeli grafi\u011fi de yukar\u0131da veriliyor. E\u011fer 48.500 a\u015fa\u011f\u0131 ge\u00e7ilirse ilk g\u00f6r\u00fcnen destek 44.000-45.000 aral\u0131\u011f\u0131nda bulunuyor. \u015eu an i\u00e7in 48.500 deste\u011finin k\u0131r\u0131l\u0131p k\u0131r\u0131lmayaca\u011f\u0131n\u0131 s\u00f6yleyemem ama k\u0131r\u0131l\u0131p k\u0131r\u0131lmad\u0131\u011f\u0131n\u0131 g\u00f6relim, teknik geli\u015fmeleri de\u011ferlendirelim ondan sonra konu\u015fal\u0131m demek daha faydal\u0131d\u0131r. Teknik olarak bu seviyeden g\u00f6z\u00fc kapal\u0131 al\u0131m yap\u0131p 48.000 seviyesi a\u015fa\u011f\u0131 ge\u00e7ilirse zarara katlan\u0131r\u0131m, ya da y\u00fczde 3-5 kara oynar\u0131m ama \u015fu an beni tedirgin eden \u015fey, Avrupa&#8217;daki bor\u00e7 krizine esasl\u0131 bir \u00e7\u00f6z\u00fcm hikayesinin olmamas\u0131 ya da, daha \u00f6nceki hikayelerin hepsinin hikaye \u00e7\u0131kmas\u0131d\u0131r. Dolay\u0131s\u0131yla daha \u00f6nceki bir yaz\u0131mda &#8220;dibin dibi yoktur&#8221; deyimi b\u00f6yle zamanlar i\u00e7in ge\u00e7erlidir derken bunu kastediyordum ve belirsizlik azalmadan g\u00fc\u00e7l\u00fc y\u00fckseli\u015f trendi ba\u015flamaz. Y\u00fckseli\u015f trendleri de bin veya bin be\u015fy\u00fcz puan civar\u0131nda kalabilir. \u015eu an 48.500&#8217;\u00fcn a\u015fa\u011f\u0131 ge\u00e7ilip ge\u00e7ilmeyece\u011fini bilmiyorum. Teknik g\u00f6stergeler a\u015fa\u011f\u0131 ge\u00e7ilece\u011fine dair (en ge\u00e7 bir iki hafta i\u00e7inde) g\u00fc\u00e7l\u00fc sinyal \u00fcretmi\u015f durumdalar.<\/p>\n<p>Dolar 1.8829 seviyesinde ve 1.87 direnci de a\u015f\u0131ld\u0131. Dolay\u0131s\u0131yla yeni hedef 1.90 seviyesi oldu. Yine merkez m\u00fcdahalelerine yakla\u015f\u0131yoruz. Ortal\u0131kta belirsizlik yeniden hakim olacakt\u0131r. Merkez bu sefer d\u00f6viz satmak yerine \u00a0faize y\u00fcklenir. \u00a0Elinde d\u00f6viz olanlar tutmaya devam edebilirler. \u00c7\u00fcnk\u00fc 1.90&#8217;\u0131n da yukar\u0131 ge\u00e7ilme olas\u0131l\u0131\u011f\u0131 artt\u0131. Merkez&#8217;\u0130n yapaca\u011f\u0131 m\u00fcdahaleler ge\u00e7en seferkiler kadar etkili olmayabilir. \u015eu an yabanc\u0131lar Merkez Bankas\u0131&#8217;n\u0131n izlemekte oldu\u011fu politikalar\u0131 sat\u0131p \u00e7\u0131k\u0131yorlar. Zaten enflasyonun daha da y\u00fckselece\u011fini Merkez Bankas\u0131 kendi s\u00f6yledi. B\u00fcy\u00fcme de 2012&#8217;de y\u00fczde 2-3 seviyesine d\u00fc\u015fecekse, politika faizinin hi\u00e7bir etkinli\u011fi yoksa, T\u00fcrk \u015firketleri 2012 y\u0131l\u0131nda 135 milyar dolar bor\u00e7 \u00e7evirmek zorundaysan\u0131z ve cari a\u00e7\u0131\u011f\u0131n\u0131z GSYH&#8217;nin y\u00fczde 10&#8217;una gelmi\u015fse, kredi notunuz da d\u00fc\u015fer, yabanc\u0131 da ka\u00e7ar. K\u0131sa vadede dolar eurodan daha g\u00fc\u00e7l\u00fc olabilir. Yeni hedefinin 1.93-1.95 aral\u0131\u011f\u0131 oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum. Merkezin yapaca\u011f\u0131 m\u00fcdahalelerde dolar 1.8250&#8217;nin alt\u0131nda kapan\u0131\u015f yapmad\u0131\u011f\u0131 s\u00fcrece tutmakta fayda var.<\/p>\n<p>Bug\u00fcn ba\u015fka yorum veremeyece\u011fim&#8230; \u00a0Endeksin 48.500-51.500 aral\u0131\u011f\u0131nda olaca\u011f\u0131n\u0131 ve dolar\u0131n da 1.85-1.91 band\u0131nda olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Borsada hissesi olanlar, bu seviyelerde zarar realize etmemeliler ama bir iki haftan\u0131n olduk\u00e7a s\u0131k\u0131c\u0131 ve stresli ge\u00e7ece\u011fini de g\u00f6z \u00f6n\u00fcnde bulundurmal\u0131lar. Fakat bir bakars\u0131n\u0131z Merkozonti&#8217;ler bir araya gelir krizi \u00e7\u00f6zerler ve art\u0131k hikaye de\u011fil ger\u00e7ek\u00e7i bir program getirirler, o zaman daha umutlu oluruz. \u00a0\u0130yi hafta sonlar\u0131&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>11:58 Piyasalar g\u00fcne yine d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131. \u00d6nce temkinli bak\u0131\u015f vard\u0131 ama daha sonra, Avrupa&#8217;daki bor\u00e7lu \u00fclkelerin faizlerinin art\u0131\u015f\u0131 \u00fczerine stres artarken, sabah a\u00e7\u0131klanan Macaristan&#8217;\u0131n notunun&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-8143","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\/8143","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=8143"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/8143\/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=8143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=8143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=8143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}