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I explore leadership, strategy and career development in a changing digital world.
FINANCE · STRATEGY · LEADERSHIP
Cem Yaşar Özey.
Financial discipline.Strategic perspective.Lasting value.
I see financial data as a starting point for better decisions. I focus on directing resources to the right priorities, understanding operations and working with teams to deliver lasting business results.
01 / MY APPROACH
From industry to technology.
More than 20 years across finance, operations and general management.
Understanding the business behind the numbers.
I bring an engineering perspective to financial management. When assessing a decision, I consider its financial impact, operational implications and the needs of the team putting it into practice.
Get to Know Me02 / Focus Areas
From decisions to results.
03 / Insights
Cem Yaşar
Atölye.
Through Cem Yaşar Atölye, I share my perspectives on finance, economics, markets, leadership and artificial intelligence. I explore how changes in business affect the decisions we make as leaders.
InsightsSelected Insights
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Falling Yields, Fragile Recovery: The Signals I’m Watching
Lower U.S. Treasury yields did not bring relief to technology stocks in the week ending October 16, 2026. In this episode, I examine that divergence and the evidence needed to distinguish a rebound from a more durable recovery.
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Record Highs Need Confirmation Beyond Equities
Equity strength is only part of the market picture. This episode examines why bonds, the dollar, gold and Bitcoin complicate the reading of stocks near record territory.
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Cross-asset divergence: reading yields, the dollar and risk appetite together
Rising Treasury yields and a firm dollar are putting pressure on some markets while Nasdaq and Bitcoin show greater resilience. In this Market Note, I examine that disagreement through a cross-asset framework rather than treating each price move as an isolated signal.
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AI’s Second Wave? Why Software Stocks Could Be Next
Artificial intelligence investing has so far been dominated by semiconductors, GPUs and massive data-center spending. But could software become the next major phase of the AI investment cycle? I examine the IGV ETF, leading software companies, valuations and the technical setup behind this possibility.
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Nasdaq Correction? Watch Treasury Yields Before Tech Stocks
The Nasdaq pullback is easier to interpret when viewed through the bond market. Rising Treasury yields can tighten financial conditions and pressure growth-stock valuations even when company fundamentals remain intact.
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A Hawkish Fed, Falling Treasury Yields and the $40 Trillion Debt Question
A hawkish Federal Reserve does not automatically mean higher Treasury yields. The interaction between policy expectations, Treasury market operations and risk assets can produce a very different cross-asset signal.
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Short stories
Yaz Aldanması
Through short stories, I explore love, separation and disillusionment in human relationships.
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I welcome an exchange of ideas and professional collaborations around finance, leadership and the changing world of business.