diazperdanam

[Tigor Siagian, CFA, FRM @tigorsiagian]

Fine Saturday morning with @awealthofcs’s new book.

“Let me tell you the secret to investing. There is no secret…”

When investing, risk & reward are attached at the hip. There are no shortcuts. Getting rich overnight is a pipe dream.

Hear, hear…

[The Spectator Index @spectatorindex]

US crude oil prices

One month ago: $102

Now: $75

[Tigor Siagian, CFA, FRM @tigorsiagian]

Asal fafifu, fearmongering, ngomong waswiswus negatif di situasi saat ini emang aman 😀.

Saya ngomong spesifik soal fakta soal berita yg dikutip yg bermula di Bloomberg ini. Fact checking.

Tentang jargon "Sell Indonesia" yg "digoreng."
Bukan soal saham Indonesia. Tapi soal narasi "Indonesia."

Tentang 1 orang yg dikutip & mengatakan "‘Sell Indonesia’ Sweeps Trading Desks." Yg mohon maaf sama aja dengan random akun di medsos ngomong soal "info A1", "menurut teman saya", dari kata "orang di lembaga x."

Kemudian berikutnya, narasi kredibilitas narsum agar berita atau ucapan di atas dibeli/kredibel. Dengan "oversee 4.3 bio." Saya cek ke info di terminal Bloomberg mengenai narsum dan lembaga dia.

"Gak tau aja", di pasar keuangan itu simetris.

There's a buy for every sale.

Emang jual terus dananya menguap begitu saja? Kan ada yg beli?

Bapak ini kan sepertinya mungkin lebih ahli dan paham soal hal di atas. Dan ngomong juga di bawah soal "Tetep Sell Indonesia."

Please dong berikan pencerahan buat kami-kami ini 🙏

[Tigor Siagian, CFA, FRM @tigorsiagian]

Lah emang bener.

Masalahnya kan di medsos indo banyak yg walau ngomongin aset saham yg dipegang mereka individual aja masih gagap, tapi demi monet cenblue ngomong fafifu & goreng isu soal inverted yield curve & term structure of interest rates.

Nih dikutip lagi utk kesekian kali:

"Stocks are stories, bonds are mathematics." (David Leinweber in "How I Became a Quant", Lindsey & Schachter (ed.), 2011)

[Tigor Siagian, CFA, FRM @tigorsiagian]

More of flat or humped than inverted.
* term structure of interest rates 101.

[Tigor Siagian, CFA, FRM @tigorsiagian]

Global investors?

Kayaknya cuma si Boubouras ini doang yg diwawancara dan bilang "Sell Indonesia."

Hedge fund? K2 is kind of local fund invests in stocks listed on the ASX, according to data from Bloomberg terminal. He manages a $178.3 mio fund, far from "about $4.3 bio."

[The Spectator Index @spectatorindex]

🇮🇩 Indonesian rupiah per US Dollar.

One year ago: 16,620

Now: 17,800

[The Spectator Index @spectatorindex]

BREAKING: This is the 'most severe energy crisis since the 1970s', according to the Wall Street Journal.

[Abdul Mu'ti @Abe_Mukti]

☎️ MBG adalah hak anak bangsa yang dibayarkan oleh pajak kita

Dari 24.000 SPPG yg sudah beroperasi, jika MBG yang diterima dinilai tidak layak, penerima manfaat / orang tua PM berhak menuntut perbaikan kualitas langsung ke SPPG atau ke BGN melalui hotline 127, WA [phone].

[KOJIMA PRODUCTIONS @KojiPro2015]

#今週のKJP

久しぶりのお疲れ様デーが帰ってきました👍

本日のメニュー
オポールアヤム🍗

インドネシアの伝統的な ココナッツミルク煮込みチキン料理 です

#KojimaProductions

[The Spectator Index @spectatorindex]

Government debt as share of GDP.

🇯🇵 Japan: 248%
🇸🇬 Singapore: 175%
🇱🇦 Laos: 118%
🇨🇳 China: 93%
🇮🇳 India: 82%
🇵🇰 Pakistan: 71%
🇲🇾 Malaysia: 68%
🇹🇭 Thailand: 66%
🇵🇭 Philippines: 58%
🇰🇷 South Korea: 54%
🇦🇺 Australia: 49%
🇮🇩 Indonesia: 40%
🇧🇩 Bangladesh: 39%
🇻🇳 Vietnam: 33%
🇰🇭 Cambodia: 26%

[The Spectator Index @spectatorindex]

Growth in GDP (current prices) between 2003-2023.

🇨🇳 China: 966%
🇮🇳 India: 503%
🇮🇩 Indonesia: 455%
🇸🇦 Saudi Arabia: 395%
🇷🇺 Russia: 303%
🇧🇷 Brazil: 281%
🇹🇷 Turkey: 265%
🇨🇦 Canada: 136%
🇺🇸 US: 135%
🇩🇪 Germany: 77%
🇫🇷 France: 65%
🇬🇧 UK: 61%
🇮🇹 Italy: 38%
🇯🇵 Japan: -6%

[The Spectator Index @spectatorindex]

🇮🇩 Indonesia GDP (PPP)

2005: $1.2 trillion

2025: $5 trillion

(International Monetary Fund)

[The Spectator Index @spectatorindex]

🇮🇩 Indonesia share of population living below the national poverty line.

1999: 23.4%

2020: 9.8%

(Source: World Bank)

[The Spectator Index @spectatorindex]

Forest area as share of total land area, 2020.

🇸🇷 Suriname: 97.4%
🇫🇮 Finland: 73.7%
🇸🇪 Sweden: 68.7%
🇯🇵 Japan: 68.4%
🇰🇷 South Korea: 64.4%
🇧🇷 Brazil: 59.4%
🇪🇪 Estonia: 57%
🇱🇻 Latvia: 54.8%
🇨🇴 Colombia: 53.3%
🇻🇪 Venezuela: 52.4%
🇮🇩 Indonesia: 49.1%
🇦🇹 Austria: 47.3%
🇻🇳 Vietnam: 46.7%
🇹🇭 Thailand: 38.9%
🇨🇦 Canada: 38.7%
🇳🇿 New Zealand: 37.6%
🇪🇸 Spain: 37.2%
🇭🇷 Croatia: 34.7%
🇺🇸 US: 33.9%
🇲🇽 Mexico: 33.8%
🇳🇴 Norway: 33.4%
🇩🇪 Germany: 32.7%
🇮🇹 Italy: 32.3%
🇨🇭 Switzerland: 32.1%
🇫🇷 France: 31.5%
🇹🇷 Turkey: 28.9%
🇮🇳 India: 24.3%
🇳🇬 Nigeria: 23.7%
🇨🇳 China: 23.4%
🇦🇺 Australia: 17.4%
🇩🇰 Denmark: 15.7%
🇿🇦 South Africa: 14.1%
🇮🇪 Ireland: 11.4%
🇦🇷 Argentina: 10.4%
🇮🇱 Israel: 6.5%
🇵🇰 Pakistan: 4.8%
🇦🇪 UAE: 4.5%
🇦🇫 Afghanistan: 1.9%
🇸🇦 Saudi Arabia: 0.5%
🇪🇬 Egypt: 0%

(World Bank)

[The Spectator Index @spectatorindex]

Government debt as share of GDP

2000

🇮🇩 Indonesia: 87%
🇧🇷 Brazil: 65%

2024

🇮🇩 Indonesia: 38%
🇧🇷 Brazil: 90%

[The Spectator Index @spectatorindex]

SCIENCE: Study finds that when teaching for engineering students in Sweden moved online during the coronavirus pandemic, 'the grades of attractive female students deteriorated in non-quantitative subjects', according to a study published in Economic Letters journal.

[The Spectator Index @spectatorindex]

🇮🇩 Indonesia government debt as share of GDP

2000: 87%

2024: 40%

[The Redheaded libertarian @TRHLofficial]

Perspective.

[Arief Anshory Yusuf @anshory72]

Kalau Bank Dunia bilang garis kemiskinan upper middle income country itu $6,85 in $PPP, utk dpt rupiahnya jangan dikalikan nilai tukar yg 16ribuan, tapi kalikan dengan nilai tukar PPP yg 5000an per US$. lihat link. Beda banget. Temen media terutama pls.

https://t.co/95my2yfUe0