ABD Ba\u015fkan\u0131 Donald Trump, BM Genel Kurulu\u2019na yapt\u0131\u011f\u0131 konu\u015fmada ABD\u2019nin \u0130ran\u2019a bask\u0131 uygulama konusunda birlik i\u00e7inde kalmas\u0131 gerekti\u011fini s\u00f6yledi ve Tahran\u2019\u0131 anla\u015fma yapmaya \u00e7a\u011f\u0131rd\u0131. Trump, ABD\u2019de kas\u0131m ay\u0131nda yap\u0131lacak ara se\u00e7imlerin ard\u0131ndan ABD ile \u0130ran\u2019\u0131n bir anla\u015fmaya varmas\u0131n\u0131 bekledi\u011fini ifade ederken, \u0130ran konusunda vermesi gereken bir karar oldu\u011funu da ekledi ve t\u00fcm \u00fclkeleri Tahran\u2019\u0131 ekonomik olarak tecrit etmeye \u00e7a\u011f\u0131rd\u0131. Trump ayr\u0131ca \u0130ran\u2019\u0131n asla n\u00fckleer silaha sahip olmayaca\u011f\u0131n\u0131 belirtti.<\/p>\n\n
Enerji ak\u0131\u015flar\u0131na ili\u015fkin olarak Trump, sava\u015f\u0131n ba\u015flamas\u0131ndan bu yana H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en petrol miktar\u0131n\u0131n tarihin en y\u00fcksek seviyesinde oldu\u011funu s\u00f6yledi ve b\u00fcy\u00fck de\u011fi\u015fimlerin h\u0131zl\u0131 ya\u015fanabilece\u011fini ekledi. Ayr\u0131 bir ba\u015fl\u0131kta K\u00fcba\u2019y\u0131 \u201cba\u015far\u0131s\u0131z devlet\u201d olarak nitelendiren Trump, \u00fclkeye \u00f6zg\u00fcrl\u00fc\u011f\u00fcn gelece\u011fini s\u00f6ylerken, ABD D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio\u2019nun K\u00fcba ile m\u00fczakerelere dahil oldu\u011funu ifade etti. Trump, ABD\u2019nin Gr\u00f6nland\u2019da iki b\u00fcy\u00fck askeri \u00fcs in\u015fa edece\u011fini ve bug\u00fcn ilerleyen saatlerde bir Gr\u00f6nland anla\u015fmas\u0131n\u0131 imzalayaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n\n
Y\u00f6netim \u0130ran\u2019\u0131 ekonomik olarak tecrit etmeye \u00e7al\u0131\u015f\u0131rken ve ayn\u0131 zamanda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan g\u00fc\u00e7l\u00fc petrol ak\u0131\u015flar\u0131n\u0131 vurgularken, enerji piyasalar\u0131nda belirgin dalgalanmalara haz\u0131rl\u0131kl\u0131 olmal\u0131y\u0131z. G\u00fcnl\u00fck yakla\u015f\u0131k 20 milyon varil petrol\u00fcn ge\u00e7ti\u011fi bu kritik bo\u011faz, k\u00fcresel t\u00fcketimin yakla\u015f\u0131k %20\u2019sini temsil ediyor; dolay\u0131s\u0131yla ani bir s\u00fcrt\u00fc\u015fme sert bir fiyat s\u0131\u00e7ramas\u0131n\u0131 tetikleyebilir. Ara se\u00e7imlere giden s\u00fcre\u00e7te \u201cgaranti\u201d oynakl\u0131ktan faydalanmak i\u00e7in, kas\u0131m sonuna vadeli ham petrol straddle veya strangle stratejilerinin al\u0131nmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n\n
Gr\u00f6nland\u2019da iki b\u00fcy\u00fck ABD askeri \u00fcss\u00fc in\u015fas\u0131n\u0131 \u00f6ng\u00f6ren tarih\u00ee anla\u015fma, savunma ve havac\u0131l\u0131k-uzay sekt\u00f6rlerinde yak\u0131n vadede f\u0131rsatlar yarat\u0131yor. Gr\u00f6nland\u2019\u0131n d\u00fcnyan\u0131n en b\u00fcy\u00fck de\u011ferlendirilmemi\u015f kritik maden rezervlerinden baz\u0131lar\u0131na ev sahipli\u011fi yapmas\u0131 nedeniyle, b\u00fcy\u00fck savunma y\u00fcklenicilerinde ve nadir toprak elementleri madencili\u011fi ETF\u2019lerinde al\u0131m y\u00f6nl\u00fc call opsiyonlar\u0131nda uzun pozisyon al\u0131nmal\u0131. Bu stratejik geni\u015flemenin, \u00f6n\u00fcm\u00fczdeki haftalarda ulusal g\u00fcvenlik varl\u0131klar\u0131na ve madencilik altyap\u0131s\u0131na sermaye ak\u0131\u015f\u0131n\u0131 h\u0131zland\u0131rmas\u0131 bekleniyor.<\/p>\n\n
D\u0131\u015fi\u015fleri Bakan\u0131 Marco Rubio\u2019nun K\u00fcba m\u00fczakerelerine yo\u011fun \u015fekilde dahil olmas\u0131yla, Karayipler ve Latin Amerika odakl\u0131 borsa yat\u0131r\u0131m fonlar\u0131n\u0131 etkileyecek ani politika de\u011fi\u015fimleri \u00f6ng\u00f6r\u00fcyoruz. Yat\u0131r\u0131mc\u0131lar\u0131n olas\u0131 bir b\u00f6lgesel a\u00e7\u0131l\u0131ma haz\u0131rlanmak i\u00e7in, geli\u015fen piyasa ETF\u2019lerinde ucuz ve vade d\u0131\u015f\u0131 (out-of-the-money) call opsiyonlar\u0131na y\u00f6nelmesi \u00f6nerilir. Tarihsel olarak, a\u011f\u0131r yapt\u0131r\u0131m alt\u0131ndaki \u00fclkelerde k\u00fc\u00e7\u00fck diplomatik ilerlemeler dahi ilgili hisselerde sert \u201cshort kapama\u201d rallilerini tetikler.<\/p>\n\n
Kas\u0131m ara se\u00e7imlerine yakla\u015f\u0131rken ve se\u00e7im sonras\u0131 bir \u0130ran anla\u015fmas\u0131 beklentisi varken, piyasa tedirginli\u011finin \u00f6nce y\u00fckselip ard\u0131ndan yat\u0131\u015fmas\u0131 muhtemel. Ekim oynakl\u0131\u011f\u0131na kar\u015f\u0131 korunmak i\u00e7in k\u0131sa vadeli VIX call opsiyonlar\u0131 al\u0131nmas\u0131n\u0131; buna paralel olarak S&P 500\u2019de daha uzun vadeli put opsiyonlar\u0131n\u0131n yaz\u0131lmas\u0131n\u0131 tavsiye ediyoruz. Bu ikili strateji, k\u0131sa vadeli korkudan kazan\u00e7 sa\u011flarken se\u00e7im sonras\u0131 belirsizli\u011fin da\u011f\u0131lmas\u0131yla olu\u015fabilecek g\u00fc\u00e7l\u00fc bir rahatlama rallisine de pozisyon almay\u0131 sa\u011flar.<\/p>\n\n\n\n
Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":" Trump\u2019tan BM\u2019de \u0130ran\u2019a \u201canla\u015fma\u201d \u00e7a\u011fr\u0131s\u0131: Ekonomik tecrit vurgusu, H\u00fcrm\u00fcz\u2019de rekor petrol ak\u0131\u015f\u0131 ve se\u00e7im sonras\u0131 beklentiyle enerji oynakl\u0131\u011f\u0131 artabilir; Gr\u00f6nland \u00fcsleri savunma-madencilik f\u0131rsat\u0131, K\u00fcba hatt\u0131 ETF\u2019lere risk.<\/p>\n","protected":false},"author":87,"featured_media":50158,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68702","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t