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Entries Categorized as 'Ekonomi & Finans'

WHAT DO I THINK HERE? Humility & Safety Time! Low/Turn Blah! “London shutdown.. NYC shutdown.. Perhaps real market shutdown.” What the Real Pulse in the market is, beyond corporate talk & TVs and…

March 16, 2020

WHAT DO I THINK HERE? Humility & Safety Time! Low/Turn Blah! “London shutdown.. NYC shutdown.. Perhaps real market shutdown.” What the Real Pulse in the market is, beyond corporate talk & TVs and…
This is not an encouraging start at markets.
Everybody waking up are thinking of their parents, children & where/whether to work.. Hence all Booms […]

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WHAT DO I THINK HERE? The more the governments hesitate, the more we fall. State interventions Pop vs “US, UK spread/fear increases” bigger fade continues to be the balance.

March 10, 2020

Posted in Genel, Siyaset, Ekonomi & Finans, Güncel No Comments »

Su an Amerika ve Ingiltere’yi yoneten hukumetler kabiliyetine -zerre- guvenmiyorum. MIT ve Cambridge gibi kurumlara ise, cok. Dilerim “uzmanlarin yerin dibine itilme devri,” gercek uzmanlar bir ara direksiyona gecer. 🧿🙏🏻😢

March 5, 2020

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WHAT DO I THINK HERE? This is about Confidence! 08-09 like w/ social media “power” on top of it. It may not be a “financial crisis” like 08-09, obviously. BUT… That was about your bank & fund.

March 5, 2020

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Britanya’da secim gunu. “Gul” icin.

December 12, 2019

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WHAT DO I THINK HERE? What’s the pain trade going into Yellen & what can shake the “consensus trades” we all know about which gave some players great start to year? The former reminds me a lot of the sentiment before her HH testimony. Majority would p

March 16, 2015

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WHAT DO I THINK HERE? Very tense, weak open followed by better sentiment towards the end of the week? This would usually be my playbook when important European Summits take place later, but this time around tension may remain into Feb 16th, next Monday. As predicted, Tsipras speech created fear overshadowed all the good feel from the strong NFP print of Friday.

February 9, 2015

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WHAT DO I THINK HERE? Party On! But Merkel will not be as keen, so your timing on when she puts cold water onto this, “oh, it wasn’t as bad as I feared so much on Friday night,” charm offensive….

February 3, 2015

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WHAT DO I THINK HERE? We will fear the worst many times before key Greece dates like Feb 5, 12 and 28 now. It will be back to “2010-2012″ European Crisis headline trading of Macro. This morning for example, we trade worse because NYT claims Varoufakis doesn’t want the Bailout Tranche. Before the key dates above, I would play for the squeeze because I personally believe Merkel won’t allow European ship to “break.”

January 30, 2015

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Princeton! Omur boyu hatirlayacaklarim..

November 14, 2014

Posted in Genel, Siyaset, Ekonomi & Finans, Güncel, Yaşam & Sanat No Comments »