Update porto Timoti di BBCA:
• Kepemilikan: 112.076 lot (11,2 juta lembar)
• Modal: Rp93,64 miliar
• Nilai saat ini (Rp4.850): Rp54,36 miliar
• Floating loss: Rp39,28 miliar (-41,95%)
• Dividen diterima: Rp616 juta
Kalau 1 unit McLaren seharga Rp6 miliar, berarti floating loss-nya setara ±7 unit McLaren.
Far too much in Indonesia depends on a thin-skinned former general with a sketchy human-rights record. Prabowo Subianto needs to hear some unpalatable truths https://t.co/8cvnt563TJ
Photo: Getty Images
Sejak tahun 2022, harga emas telah naik ±190%.
Ini merupakan salah satu performa terbaik dalam sejarah modern emas.
Namun, kenaikan masif ini sebenarnya menandakan adanya perubahan struktural dalam perekonomian global.
A thread 🧵
Gila pantesan nembus jutaan views, tulisan full ilmi ini dibagikan secara cuma2 dongg. setelah baca ini gw makin yakin kalo ilmu gue ini masih cetek.
Sumpah gw minta lu buat luangin waktu beberapa menit aja buat baca artikel ini, kalo gabisa bahasa inggris bisa pake @grok buat jelasinnn yaaa🙏🏼
BREAKING: Silver has lost 43 percent of its value since January 29th. It set an all-time high of $121.67 that day. It closed Friday at $69.50. In less than eight weeks, nearly half the value of the world’s most hyped precious metal evaporated while Chinese banks sold out 600 kilograms of gold bars every morning in under a minute. Two metals that were supposed to move together in a war moved in opposite directions so violently that the divergence is no longer a market event. It is a verdict. Gold is money. Silver is an industrial metal that cosplays as money until the moment it has to choose. The moment arrived on February 28 when the first bombs fell on Iran. Silver chose the factory.
Upwards of 60 percent of silver demand is industrial. JP Morgan’s commodities desk confirmed the figure this year: electronics, AI chip packaging, solar panels, electric vehicle wiring, semiconductor conductivity, data centre contacts. When energy prices spike from a Gulf war that closed the Strait of Hormuz, every factory that consumes silver faces higher input costs. When those costs trigger stagflation, central banks respond with rate hikes. The Federal Reserve now prices a 50 percent probability of hiking by October. The ECB and Bank of England are repricing three or more hikes each in 2026. Higher rates strengthen the dollar. A stronger dollar crushes metals priced in dollars. Silver’s monetary thesis collapsed under the weight of its own industrial identity.
Gold has no industrial identity to collapse. Gold sits in vaults. It does not cool wafers. It does not conduct current through chip packaging. It does not solder solar cells. Gold fell from $5,589 in January to approximately $4,494 this week. But Chinese retail buyers bought the dip in under 60 seconds every morning. The PBOC extended its purchasing streak to 16 consecutive months. Seventy-seven percent of central banks intend to increase gold reserves. The paper price dropped. The physical demand did not. Gold’s floor is not a price. It is a policy.
Silver has no central bank buyer of last resort. No PBOC purchasing 16 months straight. No 600-kilogram quotas selling out at dawn. Silver’s floor is factory demand, and factory demand just absorbed three simultaneous shocks: energy costs from the war, rate hikes from the inflation the war caused, and a helium shortage from the same war that is strangling the semiconductor fabs where silver is consumed.
Qatar’s Ras Laffan complex supplied 30 to 33 percent of global helium before Iran struck it. Helium is irreplaceable in chip fabrication: wafer cooling, vacuum environments, lithography stability, leak detection. SK Hynix sourced 64.7 percent of its helium from Qatar. Fabs are reporting two to three months of buffer. When helium runs short, production slows. When production slows, silver demand for chip packaging falls. The helium trap does not just threaten NVIDIA’s GPU supply chain. It threatens the industrial demand that is silver’s only remaining thesis.
From $121.67 to $69.50 in less than eight weeks. Gold fell too but found a floor built by a billion Chinese citizens and 77 percent of the world’s central banks. Silver found no floor because no sovereign institution accumulates silver as a strategic reserve. No nation builds monetary sovereignty from a metal that loses half its value when the factories that use it shut down.
The war revealed what silver is. It is a commodity with a monetary story attached. The story holds during calm. The story breaks during war. Gold needs no story. Gold is the story.
https://t.co/iFmUcarGdV
BREAKING: US gold-backed ETF holdings fell -30 tonnes this week, to 3,077 tonnes, marking the 3rd consecutive weekly decline.
Over the last 3 weeks, holdings have dropped -62 tonnes, erasing all gains since the start of 2026.
Meanwhile, the largest gold-backed ETF, $GLD, has seen -$6.3 billion in outflows so far in March, the most in a single month since 2013, on track for the 2nd-largest on record.
Overall, gold funds posted -$4.5 billion in outflows in the week ending March 18th, the largest weekly withdrawal since October.
This sent gold prices -10.3% lower this week, the largest weekly decline since 1983.
After months of record inflows, gold ETFs are now seeing the sharpest reversal in years.
Lagi-lagi setiap tulisan Ray Dalio adalah must read, termasuk tulisan mengenai US vs Iran dalam konteks kontrol Selat Hormuz
Kalian semua beneran harus baca, kalo gak ngerti, translate.
Thank me later
Focus corenya.
Kalau PCE naik saja, Bitcoin naik, apalagi PCE turun.
Itu Fed apa ga meledak otaknya. Bayangin Minyak belum naik ini, daya beli sudah rungkad. Maret gimana? No wonder Trump teriak-teriak potong sekarang.
Rakyat sudah hidup dr bulan ke bulan, terus mau ga potong? Kartu kredit udah nunggak 3 bulan, udah lebih dar anggaran militer yg 800 milyar sedangkan tagihan kartu kredit 1.25 trilion, orang udah ga mikir bayar, yg penting gesek. Dipenjara urusan belakangan.
Ga waras Fed kalau ampe ga potong.
Terimakasih sudah subs 🙏🙏🙏
THIS CAN'T BE A COINCIDENCE.
🇺🇸 US current inflation is literally mimicking the 1970-1980 time period.
And that's not the only common thing.
During the 1970-1980 period:
- Oil prices went up.
- There was war escalation in the Middle East.
- Gold and silver rallied hard.
- US economy was in the stagflation phase.
Compare it with today, and each one of these is exactly the same.
"Pemerintah Iran itu menindas rakyatnya sendiri, wajar rakyatnya menganggap US dan Israel sebagai liberator"
Gini deh. Misal ya misal negara kita diinvasi. Sebenci-bencinya kamu sama pemerintah, ga akan kamu ikhlasin negara kamu dibom apalagi SDA dicaplok paksa.
Mikir kidssss