Ates Irali

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Ates Irali

Ates Irali

@Ates_Irali

DUBAI Katılım Aralık 2010
172 Takip Edilen34 Takipçiler
Ates Irali
Ates Irali@Ates_Irali·
@adamtaggart We Turks know Iran better than most. because for nearly the last 1000 years, we were the ruling dynasty of Iran. Even today, Iran’s leadership has Azerbaijani Turkic roots. And there is an old Turkish expression: “Acem yalanı” — “the Persian lie.”
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Adam Taggart
Adam Taggart@adamtaggart·
Personally, I wouldn't put much stock in any announcement until/unless Trump post about it on Truth Social That will signal the US' confirmation Additionally, I wouldn't put much trust in any confirmation on the Iranian side, as it's not clear to me if that country has decisionmaking unity right now
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Aksel Kibar, CMT
Aksel Kibar, CMT@TechCharts·
Long-term pattern is still intact. But once more the ETF got rejected from the resistance. Needs more time. $TUR
Aksel Kibar, CMT tweet media
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Ates Irali
Ates Irali@Ates_Irali·
@drpezeshkian Ancient trees are impressive. But empires are remembered by who survived history. Don’t forget who marched into Tabriz while Shah Ismail fled Chaldiran.
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Masoud Pezeshkian
Masoud Pezeshkian@drpezeshkian·
Asia's oldest living organism, the ancient Abarkuh cypress tree - at least 4500 years old - is rooted in land that was already known as Iran at the time.
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Ates Irali
Ates Irali@Ates_Irali·
@e507 Trichet'in bu kurala benzer bişi uygulamasının bedelini hala ödüyor Avrupa...
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5 0 7@e507·
Fed'in Taylor kuralı hesaplayıcısına göre $ faizi şu anda %4,50-%6 ,00 arasında olmalı (üç alternatif model). Pandemiden çıkışta "0" tuttuğu dönemde ise %7-9 arası diyordu. Kurala eleştiri bol ve talepleri sert ama "bu ekonomide indirme en azından" diyor. atlantafed.org/research-and-d…
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Ates Irali
Ates Irali@Ates_Irali·
@TuncSatiroglu Türkiye'de başta Fehim Taştekin olmak üzere bu rejimin çok destekçisi var. "Siyonist, Soykırımcı, Epstein Koalisyonu" diye tanımladıkları şeyin arkasına sığınıp düzenin devamı için çevre ülkelerde kamuoyunu etkilemeye çalışıyorlar.
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Ates Irali
Ates Irali@Ates_Irali·
@e507 Çok doğru çerçeve. Doların gücü rezervde değil, yükümlülüklerde. ABD dışı bankaların 16T$ USD pasifi kriz anında talebi açıklıyor. Ama bu stok kendiliğinden oluşmuyor — küresel ticaretin finansmanı USD bazlı döndükçe sistem bu yükümlülükleri sürekli yeniden üretiyor.
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5 0 7@e507·
Doların tahtı her zaman büyük tartışma konusu. Yerine kim gelecek, çok kutuplu para mekanizmaları mı göreceğiz? Bunları bilemesek de, odak noktasını rezervlerden "dolar yükümlülüklere" kaydırmak gerek. ABD dışındaki bankalar 16 Trilyon $ pasife sahip. Krizlerde önemli olan da bu.
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Ates Irali
Ates Irali@Ates_Irali·
@SamanthaLaDuc UST holdings ≠ USD demand. TIC misses ownership, hedging, and offshore dollar flows (repo, swaps, trade finance). Yet people claim USD demand is “falling or rising.” Most haven’t financed a single export container—or know how trade credit risk is actually insured.
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Samantha LaDuc
Samantha LaDuc@SamanthaLaDuc·
Another case of how to lie with statistics by Kobeissi - 2nd chart crime of his today I have debunked! Again, there is data and then there is CONTEXT… The share of total Treasury securities held by foreign entities peaked at 34% in 2015, then fell to a low of 22% in October 2023… but let’s see what has trended higher to make up for all that - and more! “The driver behind the multi-year increase were “PRIVATE foreign” holders: they increased their Treasury holdings by $117 billion in February, and by $461 billion over the 12-month period, to a record $5.45 trillion (red in the chart below). These private foreign investors include financial firms in other countries, foreign bond funds, foreign companies, individuals in foreign countries, but also US HEDGE FUNDS domiciled in the Cayman Islands, such as those engaged in the “Basis Trade,” and Corporate America with financial entities in Ireland, such as to legally dodge US taxes. These Cayman-domiciled US hedge funds engage in the basis trade. They’re highly leveraged in these positions. They’re long (they buy) Treasury securities and are short (they sell) Treasury cash-futures. It’s a massive business. In normal times, it provides liquidity to the Treasury market. During times of turmoil, such as in March 2020, those trades cause the Treasury market to seize – and the Fed ended up stepping into it to get it going again. So the actual Treasury holdings in the Cayman Islands would be close to $2 trillion, not $443 billion – more than any other country. But these holdings by Cayman-domiciled US hedge funds are foreign holdings in name only. That’s the same issue with the other financial centers that hold Treasuries of US entities. That’s not really “foreign” demand for US Treasury securities.” H/t @wolfofwolfst 🎩  wolfstreet.com/2026/04/15/the…
Samantha LaDuc tweet mediaSamantha LaDuc tweet mediaSamantha LaDuc tweet media
The Kobeissi Letter@KobeissiLetter

BREAKING: Foreign holdings of US Treasuries surged +$200 billion in February, to a record $9.49 trillion. Of that total, $7.76 trillion, or 84%, consists of long-term Treasury securities, with the remainder held in short-term Treasury bills. Over the last 12 months, holdings have risen +$587 billion. Japan, the largest foreign holder, raised its stockpile by +$14 billion, to $1.24 trillion, the highest since February 2022. This marks Japan's 13th monthly purchase of the last 14 months, as Japanese institutions continue chasing higher yields overseas. The UK, the 2nd-largest holder, posted a +$17 billion increase, to $897 billion, the 2nd-highest on record. China, the 3rd-largest owner, trimmed its stockpile by -$1 billion, to $693 billion. Foreign demand for US debt remains strong.

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Ates Irali
Ates Irali@Ates_Irali·
@TuncSatiroglu Aslında pratikte 5 bira içerken 5 bira da ısmarlıyorsun her transactionda. Ama devlete ısmarlıyorsun!
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Fularsız Entellik
Fularsız Entellik@imTolstoyevski·
Savaş başlayınca borsalar biraz düştü, tüm zamanların en büyük petrol arzı krizi yaşanıyor dendi, ve kriz iyice derinleşirken %10 yükselip zirve yaptı. Yine mantıksız işlerde mantık aramaya çalışırken para kaybettik. (kazançtan olduk yani, yoksa shortlayacak kadar cesur değilim)
The Kobeissi Letter@KobeissiLetter

BREAKING: The S&P 500 officially hits a new record high, now up +11% since the March 30th low. That’s +$6 TRILLION in market cap in 12 trading days.

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Ates Irali
Ates Irali@Ates_Irali·
@e507 Junk spreadden iyi sonucta... Dogru zamanlamada yaptilar... 2 hafta evvel olsa 3 lerde olacakti!
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5 0 7@e507·
Hazine 5 yıl vadeli %6,40 faizli $2 milyar Eurobond sattı. Son Şubat borçlanmasından sonra araya İran krizi girdiği için, ABD tahvili + 250 bp marjla dış borçlanması bence umulandan iyi.
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Ates Irali
Ates Irali@Ates_Irali·
@imTolstoyevski Bu adam kripto CKP 🙈 Yillarca egitim al et, sonra seni yetistiren eli kenara it CKP borusunu ufle... Yok oyle yagma... Vur vur inlesin Prof Jiang dinlesin...
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Fularsız Entellik
Fularsız Entellik@imTolstoyevski·
Elbette birini dinlemek için profesör olmasına gerek yok. Ben de değilim. Ama "doktor Immanuel" diye kanal açıp tıbbi konularda içerik çıkarmıyorum. Adamın yaptığı bu. Bitcoin'i de CIA'in çıkarttığını düşünebilirsiniz. En azından nasıl işlediğini bilenlerden dinleyin o teorileri
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Ates Irali
Ates Irali@Ates_Irali·
@OzgurHatipson Sanirim Mart 22 den beri bu kadar compressed bir rejim olmadi.
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Ates Irali
Ates Irali@Ates_Irali·
@TuncSatiroglu Tom Lee surekli buyside, kendi ekibinden sadece bir kisi 25% duzeltme olacak tarafinda. Tatli oluyor kendi aralarinda yaptiklari atismalari izlemek.
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Tunç Şatıroğlu
Tunç Şatıroğlu@TuncSatiroglu·
Biraz geç kalmış dip görüldü demek için.
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Tunç Şatıroğlu
Tunç Şatıroğlu@TuncSatiroglu·
Dünyada doğal gaz fiyatları düşer ama Doğal kaz fiyatı bir defa arttı mı düşmez
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Ates Irali
Ates Irali@Ates_Irali·
@Dragonomi Orda da spread surekli cikiyor ama son bir iki gundur sakinlesti gibi... Artik SPX sakinlesti diye mi orasi sakinlesti yoksa orasi sakinlesti diye mi SPX sakinlesti bilemiyoruz. tavuk-yumurta tam!
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Dragonomi
Dragonomi@Dragonomi·
Jamie Dimon özel krediler konusunda tekrar uyardı, kayıplar korkulandan büyük olacak diyor - FT
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Ates Irali
Ates Irali@Ates_Irali·
@jam_croissant Turns out doing a basic screener after your “do your own research” comment was enough to spot the only biotech with tangible financials. Thanks for the hint 🙂
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Cem Karsan 🥐
Cem Karsan 🥐@jam_croissant·
🥐RUMBS 👇 With $APLS being taken out overnight for a $ñ150% premium… Soleno Therapeutics $SLNO should be next… They’ve already penetrated >1.25k of the 10k patients in the US & should 2x that in the next year… That would be $6-8/share in FCF!! And W/ $500 mil in 💰, that’san enterprise value of only $23/share. The ultimate annual opportunity is 5k-7k patients 👇. & the ONLY competitor was a competing drug from Aardvark [$AARD] which was halted for safety…leaving $SLNO as the ONLY 💊 option. It’s just a ❓ of how quickly theyre going to ramp to $16/share in FCF. It may be the cheapest stock in the whole market w/ M&A in the sector 🔥 up… (*Not investment advice- Donyour own research…I own the stock 🤑)
Cem Karsan 🥐 tweet media
zerohedge@zerohedge

Premarket movers: Mag 7 stocks are all green (Meta +1.5%, Microsoft +1.6%, Alphabet +1.4%, Amazon +1.5%, Apple +0.8%, Nvidia +1.3%, Tesla +1%) Apellis Pharmaceuticals Inc. (APLS) soars 138% after Biogen Inc. agreed to acquire the company for $5.6 billion. Centessa Pharmaceuticals (CNTA) rises 48% after Eli Lilly & Co. agreed to buy the sleep drug maker in a deal worth up to $7.8 billion. FactSet Research Systems (FDS) gains 6% after the financial data company boosted its adjusted earnings-per-share forecast for the full year. It also reported adjusted EPS and revenue for the second quarter that beat expectations. McCormick (MCK) rises 1.8% after Unilever said talks to sell most of its food business to the maker of spices are advanced. McCormick reported earnings on Tuesday and made no mention of the Unilever deal. PepGen (PEPG) plunges 44% after the biotech gave clinical data from a mid-stage trial of its drug candidate for a type of muscle disease. Analysts say the data is mixed and Oppenheimer notes that the selloff might be overdone. Phreesia (PHR) tumbles 23% after the healthcare software company lowered its full-year revenue forecast far below the analyst consensus. At least four brokerages downgraded their rating on the stock. Scholar Rock (SRRK) rises 11% after the company resubmitted its biologics license application for apitegromab, a muscle-targeted therapy for children and adults with spinal muscular atrophy, to the US Food and Drug Administration. T1 Energy (TE) falls 17% after the solar equipment manufacturer reported a wider than expected fourth-quarter loss per share and higher-than-expected expenses.

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Ates Irali
Ates Irali@Ates_Irali·
@SamanthaLaDuc 100 years ago this was one of the cities my family lived for centuries... Others are Kavala, Priznen and Sarajevo... One of the most significant and forgotten tragedies forced them to live their home after 10 years of war and collapse of the last Empire in history.
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Ates Irali
Ates Irali@Ates_Irali·
@e507 Bessent is in charge!!! Muthis kontrollu bir satis var. Vol baskilaniyor. Put/Call yarin yokmuscasina cikiyor...
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5 0 7@e507·
Trump'ın hem piyasayı hem de seçimi umursamadan kaos planına devam etmesi şaşırtıcı. Herkes 3-4 haftaya biter varsayımıyla gidiyor ama işaret yok, beklenti ertelenip duruyor. "En dibi göstereyim, yükselişi alkışlasınlar" düşüncesi mi... Başkanların 2. yılında borsa:
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