Fauzi Nuryasin

1B,B30. selfdream

@bobyjhow @txtdrbekasi Nanti palang dipasang tp teu diaktifkeun haha gara2 kalah ama ormas jd pak ogah

@txtdrbekasi Nope, berawal dari DDT yg ga kelar2 dan palang otomatis yg ga pernah dipasang 👍

DILAPORKAN: Direktur Utama PT Kereta Api Indonesia (KAI) Bobby Rasyidin menyatakan, kecelakaan antara KA Argo Bromo Anggrek dan kereta rel listrik (KRL) di stasiun Bekasi Timur diduga bermula dari temperan (tabrakan) dengan taksi di perlintasan JPL 85 yang menyebabkan gangguan pada sistem perkeretaapian. Via Kompascom

@BagusPerdana_ msci guy be like honestly, idgaf as long as your liquidity is trash and your weight is just a rounding error in my excel💀

The Tyranny Of Benchmark (MSCI ki Angel Lur!) Had a banter with MSCI today (TCW Event - Gatot Subroto, Jakarta) Me : Capital flows because of Index Weight, not Expected Return. Indonesia sits at roughly 0.8 Pct of MSCI EM, "When you froze rebalancing and tightened foreign-inclusion Factors, you de facto co-determined Indonesian monetary policy at the margin. - Bank Indonesia had to defend the rupiah while you re-priced the float. Guys are frontrunning the rebalances and risk premia uptick. So How does MSCI internalize the macroprudential externality of its own methodology?" The MSCI Guy's Answer is Harsh and not pre-cooked : Verbatim "We had no considerations on macro impact in our methodologies, our index users are soverereign wealth funds, employee and pensioners fund, endowment etc, the kind of public investors that we had to protect and so the index has to be investible" (PalmFace) Me : Wise Words eh, *ingan! But to Ponder Further some realities : A world of passives and narratives, global asset allocators used to treat "EM" as tactical bet, on a mining-energy-asset inflationary nexus. A second layer of that a "Country Bet" Less so now, systematically not MSCI EM is now driven by North Asia (SK Taiwan), Riding on the Narratives of AI and Semis supply chain. Means its no longer tactical, its getting more "strategic" with return driven by momentum and less value. The country call itselves discarded, change into sectoral-thematic layer. To the fact on the MSCI EM Weight of Countries-is only a nod to its internal Sector Composition - we, financials - mining is out of party. We became a less than % rounding errors. So what to make of ? Post Reform can we regain our proper weight ? Depends, if the world still define return as is, hardly: but if event-horizon bring us the "Minsky Questions" , Capitalism History Withstanding, the value spread will narrow and Possibly Index Equal Weighted will Beat Index Market Cap Weighted! (cue, some asset allocators already position for such scenario - EM leads DM, Pity Us Excluded). Cuk the Tyranny!

@BagusPerdana_ @meridian_rsrch +danan.. terima patriot bond dari grup2 itu juga. terinspirasi open ai oracle nvidia kitu jadi the infinite money glitch dengan kearifan lokal kang

@meridian_rsrch Dimana gol (US$ Bearing Debt di B/S) nya dicetak paling banyak dari Grup Barito, sepertiga dari Himbara, dua pertiga dari KKR. Buat beli aset di SG, untuk Impor Material ke Indo, dibayar dalam... Di co invest sama Danan....

ChartOfTheDay #1 by Meridian. Look at the mismatch, revenues in Rupiah, debt in USD. Speechless.

@kr39__ @BagusPerdana_ @rickyho_1989 the infinite money glitch versi akar rumput

@BagusPerdana_ @rickyho_1989 And we’re the source of the fund to fund everything 🤣

This is interesting. But too lazy to do bottom up analysis on it.

@BagusPerdana_ hatur nuhun sharingna barokah pisan kang alfatihah

Post Skrip : Sori Lurs kalo bingungin gak koheren, kagok euy baru ini ngulik post panjang via X. Sambil Iseng Nunggu Macet Kuningan. Ngopi Sore sambil Lagu Sore -. Selagi kita berjuang meraih bahaya (pero) Somos Libres Siempre!. Alfatihah buat Bang Ade

Somos Libres - We dodge the bullet, but our dignity not. MSCI respon reform pledge Indo (HSC Delete-FF Wide adjustment), sekitar US$2Bn Passive Flow to go w notable individuals clearance above 10DaysTV. Frontier relegation out of equation yet downweight inevitable. a mere 0.6% Weight in Global Index! too small to matter if you're right, too large to explain if you're wrong. maksimum bearish, atau maksimum Indeferens?

@BagusPerdana_ @pinkbourbon8898 His thesis really enlightens. Entire content I agree with, but I also missed about PP stocks' chances to fight back their collateral and MSCI cutoff position (deadline week 3-4 Apr?) so they would not be excluded. Yet if we look at the bond and big banks' outflow, concerning.

@pinkbourbon8898 Game face PP stocks felt like act of desperation, gilding stories before long-form released in times of ethyl glut & rawmat squeeze. Any so MSCI wont exclude em collateral at stake. Bond tell differ story from Equity Indo lumped w weaker Asean despite net energy exporter.Risk off

Lately, i feel like i don’t fully understand the market and honestly, that’s okay. The market has a way of humbling all of us. Last year in our discussion section i told some of you we were at the peak on the PP names, take your profit and get out. Since then the majority of them have dropped about 70% to their lows. Then earlier in March, after the announcement of the 1% threshold and the new transparency classification on free float, i said we should expect another big outflow. I was watching the flow data closely and the setup looked clear. Sure enough, they dropped another 20-30% to the lowest point. And just earlier this month, ahead of the MSCI rebalancing for JCI next month, i called that BREN and several other PP names would be removed from the index and we’d see yet another outflow. But instead of going down, they exploded straight up 90% from the lows. Did I miss the move? Yeah, I did. Was my call right? Not entirely, but the result was clearly different. I can’t sit here and say I’m smart enough. Nah. The market humbles me every single time, and i always leave plenty of room to learn more. I mean, i could’ve jumped in when the bounce started, but the risk side just didn’t feel right for me. So I stayed out.

@pinkbourbon8898 @BagusPerdana_ Let us pray for the best. We can see that some stocks such as DSSA and CUAN are in the repo phase; as long as they can maintain the price and pay the interest, it will be fine. But if MSCI decides to cut their weight or even kicks them, I think it will trigger domino effects.

This is the question nobody’s asking. the real problem is a lot of conglomerate shares are being used as collateral for loans. If MSCI recalculates and stocks like BREN, DSSA, TPIA suddenly lose half their weighting or more, those shares are worth less on paper. Banks start calling. Margin gets triggered. People are forced to sell. Dari rebalancing jadi forced liquidation.

for those who said we'd go frontier, you can suck it up. the regulator is putting in the work. may MSCI review is still the real test but the direction is clear.

@okifauzan Aamiin sing berjodoh

@tempat_ngeluh @manarhidayat Samusim, gagal juara exit load go on holiday repeat

@manarhidayat 2008, save, go on holiday 🤣

sambil ngabuburit tebak ini FM tahun berapa? adakah wonderkid gagal yang kalian tahu/ingat? Igor Akinfeev, kirain bakal jadi the next Lev Yashin, malah betah di Russia wkwk

@dafaaarp Geloo kieu fox fc

geser dulu keong ratjun tapi bahaya euy si biancoal

@leonzio123 @coin_juragan @hoteliercrypto wkwk bener ini sama persis konsepnya, cuma sizenya aja kecil dan terbatas, tp boleh lah dicoba teori sekalian praktek🤣

@mfauziny @coin_juragan @hoteliercrypto Kalo di Indonesia, pinjem KUR 6%, abis itu jadi bank keliling cuan minimal 60%. 😁 Atau yg gampang, cari pinjaman tanpa riba dr keluarga, masukin ke sukuk 😅

Wow-wow-wow Carry Trade adalah meminjam uang ke negara yang suku bunganya rendah untuk diinvestasikan ke negara yang suku bunganya tidak bisa tinggi. Misalnya, saya pinjam uang di Bank Meksiko lalu saya investasikan ke Jepang, karena suku bunga Jepang tidak bisa tinggi, kalau tinggi nanti carry tradenya bubar. Itu adalah alasan kenapa Jepang maju, dan Carry tradenya itu saya pernah baca hingga 20 Trilyun$. Nilainya itu kalau diuangkan, Jepang harus bayar sebegitu, besarnya karena berbunga. Itulah alasan kenapa Jepang Maju, karena bisa hutang sebesar-besarnya dan tidak diganggu, sedangkan kita Jaman Pak Harto langsung dinistakan. Nah PM Ishiba resign karena tidak mampu cari solusi ini, jika suku bunga dinaikan maka Yen menguat dan Carry Trade terancam, jika Suku bunga diturunkan Yen turun dan Uang rakyat semakin tidak ada nilainya, prediksi saya Yen sampai ke 160/$. Penggantinya yg baru lebih condong melemahkan suku bunga daripada menjaga kekuatan Yen. Apa hubungannya dengan Bitcoin? Jepang adalah pemilik UST terbesar didunia, jika Jepang jual UST maka rontok demand UST, tapi karena Jepang adalah jajahan AS, Jepang tidak mungkin jual UST tanpa seijin AS. Itu sebabnya Tiongkok merangsek ke pasar expor Jepang di ASEAN dan seluruh dunia agar Jepang berada pada kondisi ini, Jepang pasti akan dikorbankan oleh AS, karena memang ini adalah tawanan perang. Ingat, dollar adalah hutang, jika demand UST jatuh, terus kemana pemerintah membiayai operasionalnya dan berbagai macam perangnya itu? Saya mendengar, UST yang dijual Tiongkok dibeli Inggris, sehingga Inggris sekarang menggantikan posisi Tiongkok yang nomer 2. AS harus perang agar punya sandra baru untuk di jadikan exit liquidity, gagal menjadikan Iran exit liquidity, sekarang coba Venezuela, atau mungkin yang lain, saya juga belum tahu. Maka itu Trump mengatakan, jika dollar berhenti jadi cadev negara-negara didunia, itu sama seperti kalah perang dunia 3. Ini adalah alasan kenapa Emas naik terus, karena Emas menyedot liquidity dollar, lupakanlah Bitcoin yang market capnya receh itu baru 2Trilyun dollar. Biar saya ajah yang beli, kalian jangan, biar saya buktikan kaya dulu, ntar kalau sudah terbukti saya kasih tahu. 😂😂😂😂😂😂😂

@tegarhafidz @coin_juragan @hoteliercrypto wah kalau sampai sini sya juga belum, coba tanya kakek WB kwwkk

@mfauziny @coin_juragan @hoteliercrypto Klw sdh sukses minjem, tolong DM mas. Mau ikut...

@shierbaa @coin_juragan @hoteliercrypto jawaban formalnya jepang kan orientasinya ekspor produk2nya otomotif, elektronik, dll supaya barangnya ga mahal jadi yen nya lemah. jawaban konspirasinya karena jajahan AS jd rakyat jepang exit liquiditynya usd, mknya stagnan dan byk ngeluh hidup makin berat-> kelahiran turun etc

@coin_juragan @hoteliercrypto Manfaat ke jepang apa ya klo suku bunga tetep rendah?

@coin_juragan @hoteliercrypto yes, pinjem yen, convert usd, invest di wall street

@hoteliercrypto Sorry bli, koreksi sedikit carry trade itu kita minjem dari negara dengan suku bunga rendah, contohnya Jepang. Lalu kita investasikan ke negara dengan Suku Bunga Tinggi. Selisih suku bungga itu yang jadi keuntungan. Syaratnya Mata Uang Yen harus terus melemah, kalo mengguat, GG

@hadityapp Hahhaa pentingna sakola satinggi tinggina teh bener

@hadityapp @xcoalllsXe @Erlanggamrt @dafaaarp @firays_run Finca don aldo hadiahna

gas fpl @Erlanggamrt @dafaaarp @xcoalllsXe @sibudski @hadityapp @firays_run dll fantasy.premierleague.com/leagues/auto-j… CODE: 77bz7d

@hadityapp @dafaaarp @Erlanggamrt @xcoalllsXe @firays_run Tgl 16 mulaina ge D0EL

@yerrydoeki @okifauzan @bobyjhow Gaazsz

@okifauzan @bobyjhow Calom costumer ngoj @mfauziny

Z Fold 7 seksi beddd