About

My name is Behiç Gül. I am a portfolio manager at YapıKredi Portföy. My aim here is to comment on current markets while also sharing my own research. In short, this site is where I think out loud.

You can reach me on X or LinkedIn.

Disclaimer

Everything on this site is free and prepared for informational purposes only; it does not constitute investment advice, a recommendation to buy or sell, or an offer relating to any security. The views and analyses expressed here reflect the author's personal assessments and do not represent the official view of any institution he is affiliated with. The author may hold positions in the securities mentioned. Past performance is no guarantee of future results. Every investment carries risk; investors should do their own research and consult a licensed investment advisor where necessary. The information here is based on publicly available sources, and no guarantee is given as to its accuracy or completeness.