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Entries Categorized as 'Ekonomi & Finans'

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

Date March 16, 2015

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 probably “want” hawkish Yellen beyond “patience drop,” for long […]

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.

Date February 9, 2015


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….

Date February 3, 2015


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.”

Date January 30, 2015


Princeton! Omur boyu hatirlayacaklarim..

Date November 14, 2014


Telling the Economist and TIME covers from this w/end

Date July 16, 2012


Godot, the correction, has come; players will fear the Greek outcome until they see “the money.” As predicted, global children’s halfterms have provided excellent excuse as well. Better than average money will be made this year by showing the courage & timing to go against the tide in times like this…

Date February 10, 2012


“Buy US, Sell Europe .. In EM, buy LatAm, sell CEMA.” If you believe in “if it ain’t broke, don’t fix it” philosophy, this is the theme that has delivered recently. As usual before the Merkel-Sarkozy meetings, Euro and now es are firming right before 12:30 announcement. Alcoa opens earnings season tonight..

Date January 9, 2012


THIS MARKET TRADES LIKE IT WANTS THE SPAIN (ITALY?) SHOWDOWN..

Date November 29, 2010


Su an “yalniz ve yenik,” ama Obama’nin yapmasi gereken basbariz.. Siyaset 101..

Date November 3, 2010