HALK Cafe - I

[TRENDHOUND]

Önemli bir gelişmenin altını çizeyim. ABD 30 yıl vadeli tahvillerin yıllık getirisi bugün itibariyle yıllık bazda %1.89'a düşmüş durumdadır ve bu getiri tarihte görülen en düşük getiridir yani dip yapmış durumda USD30Y getirisi. Peki, bu size neyi gösteriyor acaba? FED'in faiz arttıracağı beklentisi mi satın alınıyor dersiniz yoksa faiz indirimi beklentisi mi?

[TRENDHOUND]

Trump başkanlık seçimini perçinlemek için vergi indirimine gidiyor. Yılın 2. yarısında vergi indirimleri evreye girecek ABD'de. Bu durum menkul kıymetlere olan talebi artıracaktır.

[TRENDHOUND]

Bana sürekli gelen mesajlardan birini aşağıya geçiyorum. Adam "20, 30, 50, kaç milyon Euro istiyorsan söyle yeter" diyor. Bu mesajı buraya kopyalamamın nedeni piyasadaki Dolar/Euro likidite bolluğuna işaret etmektir. Sermayenin gidebileceği alternatif alanlar o kadar azaldı ki ventür kapital (risk sermayesi) firmaları ellerindeki sermaye ile ne yapacağını şaşırdı:

Hello Mr.TRENDHOUND, about your fundraising needs if any. Please let me know if you have a project or a startup that needs capital.

Best Regards,

J,,,,,,,,,,,,, S,,,,,,,,,,,
Venture Capital Manager at ,,,,,,,,,,,,

[TRENDHOUND]

İsveç, İsviçre, Japonya ve Almanya'da 10 ila 30 yıl vadeye kadar tüm devlet tahvilleri eksi (negatif) getiri sunuyor. ABD 30 yıl vadeli devlet tahvili ise yılda %1.89 brüt getiriyor ama enflasyonun altında bir getiridir bu yani reel faiz eksidir.

[TRENDHOUND]

[TRENDHOUND]

[Tahsin 41]

Geçen sefer üst mahkeme talebi kabul ettiği gün hisse %7 yaparak 7.50 seviyelerine kadar çıktı bu kötü olarak algılanır mı acaba ve düşüş daha sert olabilir mi hele bu savaş muhabbetleri varken yoksa zaten aldığını fazlasıyla geri verdiği için sadece piyasaya mı ayak uydurur?

https://twitter.com/KlasfeldReports/...25575168155650

Konu ile ilgili yeni twitler var

.https://twitter.com/canikligil/statu...26558329737221
Rıza Canıkligil attığı twitte "Halkbank�ın özel temsiliyet için yaptığı temyiz başvurusu reddedildi. Federal mahkemedeki dava kaldığı yerden devam edecek."diyor.

GM 9 Pro d cihazımdan hisse.net mobile app kullanarak gönderildi.

[666]

Second Circuit Advances Criminal Case Against Halkbank

MANHATTAN (CN) — Advancing a case that has been a thorn in the side of the Trump administration, the Second Circuit refused Friday to let Turkey’s state-run Halkbank delay its arraignment on record-breaking money-laundering charges.

Since its indictment in October, Halkbank has balked at appearing in the New York court where it is accused of helping to illicitly funnel billions in Iranian oil money into the global market. The Turkish government-controlled bank has insisted upon a special proceeding to attack the legitimacy of its prosecution without appearing in court.

Now two levels of U.S. courts have found it is not entitled to one.

“If Halkbank wishes the district court to decide its jurisdictional motion, this international bank holds the key to unlock its dilemma: travel to New York and answer the charges or have its legal counsel do so,” U.S. District Judge Richard Berman wrote in December.

A three-judge panel of the Second Circuit upheld that ruling today in an unceremonious 2-page order.

Though unsuccessful in court, Halkbank appears to have found more luck lobbying the Trump administration to advocate upon its behalf. Trump’s personal attorney Rudy Giuliani formerly served as counsel to Reza Zarrab, a gold trader who pleaded guilty in 2017 to spearheading the conspiracy.

Zarrab’s shell company Royal Holdings listed its address in Trump Towers Istanbul, a building branded — though not owned — by the president of the United States.

Presiding over the Zarrab and Halkbank cases, Judge Berman has written about the “extraordinary, sustained series of Turkey-initiated state to state meetings, contacts, and involvements began — outside the courtroom — between and among Turkish and U.S. officials, lobbyists and attorneys.”

Oregon Senator Ron Wyden, the top Democrat on the Senate Finance Committee, continues to investigate the Trump administration’s meddling in the case and has extracted concessions from Treasury Secretary Steven Mnuchin, who disclosed meetings with top Turkish officials discussing the Halkbank case.

More than a dozen other Democratic senators have announced investigations into the president’s financial conflicts of interest involving Trump Towers Istanbul and Giuliani’s advocacy in the Zarrab case, which involved a campaign of shadow diplomacy in Turkey’s capital of Ankara and a reported Oval Office meeting with Trump and then-Secretary of State Rex Tillerson.

The case against Halkbank sparked even a larger firestorm in Turkey, where it connects to a 2013 corruption scandal.

A little more than two years ago, Zarrab implicated Turkish President Recep Tayyip Erdogan in the illicit trades. The gold trader testified in New York that he bribed top officials of Erdogan’s ruling Justice and Development Party.

Halkbank’s indictment also accuses Erdogan’s son-in-law Berat Albayrak of participating in the scheme, though federal prosecutors have not formally charged Albayrak in the conspiracy.

Mnuchin disclosed meeting with Kushner, Trump and Albayrak in the Oval Office on April 15 last year.

Halkbank’s next hearing is scheduled to take place on Tuesday, where the bank could face millions in penalties if found in contempt for refusing to appear.