Alkan Etemoğlu

I deal in possibilities, not predictions. ...... Hope is not a strategy... and... What gets measured gets managed !!

[Aksel Kibar, CMT @TechCharts]

$EMLP #ENERGY ready again...

[unusual_whales @unusual_whales]

"The bond market is telling investors it's time to start worrying about the war again," per BI

[Gözde Kılıç @gozdekiliicc]

İnanılmaz bir veri.

Fonlarda 1,3 trilyon liralık hisse var.

Yüzde kırkı 7 şirkette toplanmış.

#DSTKF, #HEDEF, #KTLEV, #OZATD, #ODINE, #GUNDG , #TEHOL.

Getirileri Evo’ya sordum :

[Sam Gatlin @sam_gatlin]

High beta rolling over relative to low volatility isn't consistent with healthy market environments.

[Aksel Kibar, CMT @TechCharts]

$DXY is hated at grand scale. Even after being up since 2009. Really interesting. I can't be more indifferent.

[Eliant Capital @eliant_capital]

“Sir, the 10Y is back to 4.7%, we can’t attack this weekend”

[Sam Gatlin @sam_gatlin]

Value is climbing out of a massive base relative to growth 👀

[Watcher.Guru @WatcherGuru]

JUST IN: Cryptocurrency exchange BitMart to shut down all operations.

This is the second crypto exchange to shut down in under a week.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 $13 trillion Charles Schwab calls for US Senate to pass the Crypto Clarity Act.

[Barchart @Barchart]

Hyperscaler Debt Risk jumps to highest level in years 🚨 🚨

[Barchart @Barchart]

Global Bond Yields hit highest level since the Global Financial Crisis 🚨 🚨

[The Kobeissi Letter @KobeissiLetter]

China's central bank is injecting liquidity into its financial system:

China's central bank injected +$14.8 billion into its banking system this month through its one-year Medium-Term Lending Facility (MLF) operation, the largest such liquidity injection in 5 months.

The MLF is a tool that allows the China's central bank to provide funding directly to commercial banks, helping ensure they have enough liquidity to support lending and financial stability.

Combined with +$103.3 billion added earlier this month through reverse repurchase operations, where the central bank temporarily lends money to banks in exchange for securities, total liquidity support surged to its highest level since February.

This follows 4 consecutive months of declining liquidity in the financial system.

The move comes after weaker-than-expected Q2 economic data and ahead of record government bond issuance in Q3.

China is boosting liquidity.

[RUSEN || Press @RusenPress]

İran, ABD’nin teklifini aynı şartlarda kabul etmedi.

ABD'nin, İran ile geçici bir ateşkes teklif ettiği ve önceki Mutabakat Zaptı'na dönmeyi arzuladığı, ayrıca kaynaklara göre Yemen'in de görüşmelerde yer almasının beklendiği bildiriliyor.

Teklif, Washington'un bölgedeki günlerdir tırmanan askeri karşılıklı eylemlerin ardından bir çıkış yolu arayışı sırasında geldi.

Ancak, kaynaklara göre İran, son ABD teklifini kabul etmedi.

Tahran'ın mevcut koşullar altında müzakerelere dönmeye niyeti olmadığı belirtiliyor.

[Financial Times @FT]

Blackstone, KKR and Brookfield take Kuwait pipelines stake in $16bn deal https://t.co/J7EDm6B83j

[zerohedge @zerohedge]

US Pauses Iran Bombing Campaign As Saudi-Houthi Red Sea Front Erupts https://t.co/GJbtgkI1de

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US investment-grade corporate bond funds posted -$7.1 billion in outflows last week, their largest weekly withdrawal since the 2020 pandemic.

On Monday alone, these funds recorded -$8.2 billion in outflows, the biggest daily outflow in over 6 years.

By comparison, during the 2022 bear market, weekly outflows peaked at -$6.5 billion.

This comes as rising oil prices reignited inflation fears, while Alphabet's, $GOOGL, higher AI spending forecast on Wednesday intensified investor concerns over ramping CapEx.

Meanwhile, the investment-grade corporate bond ETF, $LQD, has declined -2.8% since June 30th, to the 2nd-lowest level since September 2025, and is down -1.4% year-to-date.

Investor appetite for corporate bonds is fading.

[CNBC @CNBC]

Oil shipments are under attack on multiple fronts as fighting escalates in Red Sea, Hormuz and Black Sea https://t.co/CtBLUIiUII

[Kalshi @Kalshi]

JUST IN: Indian rupee hits "all-time low" against US dollar

[Polymarket @Polymarket]

BREAKING: Spain officially declares a state of emergency over extreme wildfires.

[RUSEN || Press @RusenPress]

ABD, İran ile mücadele konusunda NATO müttefiklerinden yardım istemeye hazırlanıyor.

ABD'nin İngiltere ve Türkiye başta olmak üzere birçok ülkeden silah stokları için silah satın alabileceği liste istemeye hazırlandığı bildiriliyor.

ABD'nin silah satın alabileceği ülkeler olarak Türkiye, İngiltere, Hindistan, Mısır, İtalya, Fransa'nın değerlendirildiği bildiriliyor.