Warren Buffett Kaynak Sayfasi

Warren Buffett kimdir, simdi hangi hisseleri aliyor diye merak ediyorsaniz Warren Buffett sayfasini ziyaret etmenizi tavsiye ederiz:

Warren Buffett

Tavsiye Yazi

Cok kisa tavsiye bir yazi:

David Einhorn

Insider Trading Uzerine 3 Eski Yazi

Insider trading blogunda 3 eski yaziya daha dikkatinizi cekmek istiyorum:

1. Strong Insider Trading in American Eagle Outfitters Inc. (AEO)
2. 2010 Income Distribution By State
3. Insider Trading in Exar Corp (EXAR) by George Soros

Insider Trading Blogu Insider Monkey'den Son Yazilar

Insider trading konusunda ucretsiz data hizmeti veren Insider Monkey blogunda da onemli konulara deginiyor. Iste bu konulardan uc tanesi:

P/E Ratios and Interest Rates uzerine olan yazi
Warren Buffett's Returns and Performance Fees
How to beat index funds

Insider Trading Yazilari

Insider trading uzerine yazilmis bir kac yazi:

5 Stocks Insiders Are Buying Like Crazy Recently

Ayni blogda diger yazilara da ulasabilirsiniz.

Investing in Turkish Bourse IMKB

If you are wondering how to invest in Turkish stock market, please visit:

Borsa Nasıl Oynanır? En Sağlam Tüyolar

Turkish Economy in 2010

Turkish economy will grow by %5.5 in 2010, inflation will be above 8%.

Lira Overvalued?

According to the Big Mac Index, Turkish Lira appears to be 25% overvalued against the US dollar. However, the Big Macs I had in Turkey were much better than the Big Macs I had in US; also the Turkish restaurants were much cleaner and had a positive image compared to the US restaurants. I don't know whether the Turkish lira is really overvalued or not.

If Turkish lira is overvalued, then Turkish companies should be acquiring US companies because of the discount provided by the "overvalued" Turkish currency. They should at least pay back their foreign debt by using overvalued currency. I don't see many signs of that though. Considering that Turkish companies do not invest much in R&D, this provides a perfect opportunity for Turkish companies to acquire high tech US companies cheaply. When we take a look at Turkey's exports, we would notice that it has been increasing by leaps and bounds in the past 6 years. You would not see 20+% increases in export performance if your currency is overvalued and appreciates even further. We are exposed to "Turkish lira overvaluation" statements not because Turkey in general has a real problem with the currency's valuation but because the textile industry has significant problems. Textile industry had been the top exporter of the countyr until recently but they have been experiencing significant competition from more competitive countries such as China. The appreciation of Turkish lira also did not help much either. That's why textile industry lobbyists have been pushing the government to appreciate the currency to alleviate (or postpone) their problems for a couple of years. This is the real issue here. So far, the government was not willing to depreciate the currency mostly because they don't want to pay higher prices for energy imports and they want to fight inflation. Textile industry is preparing for another push in the coming days though. We will see how this will effect the exchange rate policy.