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Şu endeks pastasını paylaşıp HSBC mal satıyor diyenlerle doldu timeline. TEORİKTE ÖYLE PRATİKTE DEĞİL. BofA ve HSBC satışları var ancak HSBC tarafından gelen bu satışın %95'i #GLRMK tahtasında patronların dolaşıma kote ettiği payları kurumsal yatırımcılara HSBC üzerinden

Günaydın. 24 günlük askerlik süreci bitti piyasada kaldığımız yerden devam 👋

Sosyal medyada çok dillendirilen tahtaların sonu hep aynı oluyor maalesef. #BINBN #BINHO #BULGS'den sonra şimdi #MOPAS. Örneklere bir bir bakalım; 1-) 1000 Yatırımlar Holding 2-) Bin Ulaşım 3-) Bulls Girişim 4-) Mopas Market Bu tahtaları yapan kişi piyasanın en büyük

The U.S. isn’t “energy independent” in the way people think. Yes, it exports energy. Yes, it produces massive amounts of oil. And yet—when the Gulf sneezes, U.S. gas prices still spike. Why? Because U.S. refineries were built for heavy, sour crude… while shale produces light,

2-week ceasefire announced. Brent dropped $13 instantly. But here’s what the market is missing: ⚠️ 172M bbls still sitting on 171 tankers in the Gulf ⚠️ Those tankers must unload FIRST = 14 days minimum ⚠️ Qatar may not restart LNG for 2+ weeks ⚠️ Will tankers actually enter?

J.P. Morgan + Kpler just showed you the scale of this crisis. In one chart. 🛢️ Global crude exports: -9M b/d ⛽ Global product exports: -4M b/d The red line = 2026 Every other year = normal range 2026 = off the charts. Literally. This has NEVER happened before. Not in 2022. Not

Even when this war ends — oil will NOT go back to $60. The new floor: above $80/bbl Why? 🔴 Hormuz risk is now permanent 🔴 Insurance + logistics costs structurally higher 🔴 Inventories need years to rebuild 🔴 Refiners repricing for uncertainty This isn’t just a supply shock.

This is NOT an oil crisis. It’s a market illusion about to break. Everyone is focused on “lost barrels.” Almost no one is focused on lost TIME. And time is what kills markets. If Hormuz disruption extends through April, supply loss doesn’t stay linear. It accelerates. Day

Jeff Currie — Carlyle’s Chief Strategy Officer of Energy Pathways: ‘COVID: supply exceeded demand → storage filled → prices hit -$37’ ‘Now we’re doing the REVERSE’ ‘Once we exhaust inventory draw ability — mid-to-late April —demand has to come crashing down in line with supply’

Saudi Arabia rerouted oil exports through Yanbu on the Red Sea to bypass Hormuz That was the backup plan If Houthis block Bab al-Mandeb — the backup plan is gone

We already have Hormuz — 20% of global oil — effectively closed Now the Houthis control Bab al-Mandeb 10% of global trade passes through it Two chokepoints. Both threatened. Simultaneously. This has never happened in modern history.

Everyone’s talking about the 2026 IPO boom. Nobody’s talking about the liquidity problem. SpaceX + OpenAI + Anthropic = ~$3T in market cap. At a standard 15% float? That’s $450B needed from public markets in ONE quarter. The entire US IPO market raised $469B over the past DECADE.

Wall Street just updated the accounting textbooks 📚 Old EBITDA: Earnings Before Interest, Taxes, Depreciation & Amortization New EBITDA 2026: Earnings Before Iran-War & Donald Trump’s Announcements 😂 The CFOs didn’t see this coming. Neither did the models. 🛢️📊

Every major Dow crash was preceded by a Death Cross. 1929.2000.2008.2022. The 50-MA is now hovering just above the 100-MA. History doesn’t repeat — but it rhymes. #DowJones #TechnicalAnalysis #Investing​​​​​​​​​​​​​​​​ HISTORICAL DEATH CROSS OUTCOMES 2000 dot-com: -38% · 2008

The 3rd inflation wave is here. 📊 1967-1983: Wave 1 → Wave 2 → Wave 3 hit 14% 2015-Now: Wave 1 → Wave 2 → Wave 3 = ? The difference this time: ‘A Fed That Can’t Tighten’ Add $200 oil to that equation. The 1970s didn’t have Hormuz shut. 🛢️💥

Goldman Sachs just showed you the 3 scenarios. 📊 6 weeks disruption (baseline): 📍 Spike to $120 → crashes back to $80 10 weeks, no infrastructure damage: 📍 Spike to $140 → stays at $95+ 10 weeks, WITH production scarring: 📍 Spike to $160 → NEVER comes back down below $100

The FTSE 100 is down ~7% in the last month. And most investors are running scared. Here’s why I’m watching it closely 👇 🇬🇧 FTSE 100 vs 🇺🇸 S&P 500: • Forward P/E: 13x vs 19.9x • Dividend Yield: 3.9% vs 1.1% • YTD Performance: -0.4% vs struggling The UK market just hit its

نسبة P/E للـ S&P 500 الآن عند 19.9x يعني السوق مو رخيص. بافيت في 2022 لما وصلت لـ 15x؟ اشترى بـ 66 مليار دولار في سنة وحدة. الآن؟ عنده كاش احتياطي بـ 334 مليار. مو لأنه خايف — لأنه يعرف إن أحسن صفقات حياته جاءت بعد الذعر، مو قبله. الرسم البياني يقول كل شي: