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@Synertic

Fenerbahçe / Econometrics / Time Series Analysis / Python / Artificial Neural Networks / Algorithms / Behavioral Finance / Hi-Fi

Istanbul Katılım Ağustos 2010
42 Takip Edilen19 Takipçiler
Burak
Burak@Synertic·
@memetsimsek Gunumzde islem hacminin %60'i algoritmalar tarafindan yapiliyor. Bunlarin islemlerini engelleyecek bir islem vergisi piyasanin siglasmasina ve o da ciddi volatilite artisina ve o da etkin fiyat olusamamasina neden olur. Duzenlemede bunu dikkate alacaginizi saniyorum.
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Burak
Burak@Synertic·
@aeelsherif @RobinBrooksIIF That's not a reflexive process. That would be: FX(-)->(inflation(+) & Current Balance(+))->FX(-) if the rising costs greatly depress the exporting and creates an even more trade deficit comparing the beginning. it would still be irrevalant in determining the fair val though
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Amr El Sherif
Amr El Sherif@aeelsherif·
@RobinBrooksIIF Fair value estimates have no bearing when you have completely lost policy credibility. You can easily go into a self-fulfilling spiral of weaker FX-->higher inflation-->lower fair value (reflexivity). That tail risk is fat enough atm that no PM can long TRY even with +20% to FEER
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Robin Brooks
Robin Brooks@robin_j_brooks·
For long-term investors, Turkey is a big opportunity. The über-bears are out in force with comparisons to Venezuela. But they're always bearish, so ignore all that. Weak Lira has already created a boom in export volumes, which will only build. Turkey is a HUGE value proposition.
Robin Brooks tweet media
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