US treasury itu top global risk free aset. Kalau yield di risk free aset makin tinggi, likuiditas bakal balik merapat ke situ. Logikanya ngapain mereka ambil risiko lebih tinggi buat invest di emerging market.
yang bisa kita lakukan sebagai local investor?
- Gedein porsi cash / parkir sementara di RD pasar uang
- Kurangi dulu porto kita dari emiten dengan utang tinggi atau yg cash flownya negatif
- Jangan dulu spekulasi pake margin/utang buat serok pas volatilitas makro lagi tinggi kyk sekarang
- Sabar. Wait n see. Gak usah buru2
Write more. Write to think. Write until you're no longer confused. Write about the problems you already solved. Write for the person you were 2 years ago. Write so you never lose what took you years to figure out. A simple writing habit can change absolutely everything.
INSTEAD OF WATCHING NETFLIX TONIGHT. Spend 2 hours with this. Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything. The people who watch this tonight will wake up tomorrow with a new skill. Watch it and bookmark it now.
Perang Iran–AS masih berlanjut, Minyak di atas 100 dolar, dan inflasi tinggi
Yield SUN kembali tembus 7%. Harus khawatir, atau justru ini saatnya masuk?
Dengan data historis 2010–September 2026, saat yield di atas 7%, begini peluang return reksa dana pendapatan tetap dan IHSG
Tak berhenti-henti, saya akan selalu bersuara di platform ini.
Indonesia harus jadi negara industri berbasis manufaktur.
Tidak ada cara lain untuk mengejar pertumbuhan ekonomi 8%, selain bikin pabrik di seluruh penjuru Nusantara.
Untuk bisa bikin pabrik dan ngundang investasi pabrik dari seluruh dunia..
Tidak ada cara lain selain:
- Menegakkan kepastian hukum
- Melawan korupsi dan praktik perburuan rente
- Meningkatkan pendidikan SDM dan mengurangi MBG (kecuali ke orang susah)
- Meningkatkan daya beli masyarakat supaya hasil produksi terserap, selain juga diekspor ke seluruh dunia.
Indonesia ini penduduknya ratusan juga
Kalau sukses bikin industrial policy, multiplier effectnya luar biasa.
Ga hanya jadi lebih kaya, tapi juga lebih berkuasa.
FOTO: Achib29 (Wikipedia)
The most valuable skills by 2030 won’t be technical.
They’ll be human.
Sharing great insights from Jeroen Kraaijenbrink and the World Economic Forum.
The people who thrive will be able to:
Think clearly.
Adapt quickly.
Lead effectively.
The highest-impact skills include:
A) Systems thinking
B) Creative thinking
C) Analytical thinking
D) Self-awareness & motivation
E) Leadership & influence
F) Resilience & adaptability
G) Curiosity & lifelong learning
These skills are becoming essential.
AI will keep getting better.
But tools don’t make decisions.
People do.
The real advantage in 2030 will come from:
Better decisions.
Faster execution.
Stronger leadership.
That’s what will separate top performers from everyone else.
P.S. Which of these skills are you working on right now?
♻️ Repost to help someone prepare for the future.
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The new pope chose his papal name because of AI. He told the cardinals that two days after his election, back in May 2025, before most of the world could even pronounce Prevost.
His reasoning was specific. Leo XIII wrote Rerum Novarum in 1891, the encyclical that answered the first industrial revolution after machines started swallowing human labor. The new Leo said the Church now faces "another industrial revolution" in artificial intelligence, and took the name to signal he would answer it the same way.
That 1891 letter shaped minimum wage campaigns in the US, the basic wage ruling in Australia, and Catholic labor unions across Europe and Mexico. One document set the Church's economic agenda for a century.
And here's the detail almost nobody knows. Leo XIV holds a mathematics degree from Villanova, class of 1977. When he describes AI art as "statistical calculation based on millions of images created by others," that is a math major giving an accurate one-line description of how image models actually work.
Leo XIII needed 13 years of his papacy to publish Rerum Novarum. Leo XIV named his target in 48 hours.
The labs plan in quarters. The Church plans in centuries, and it just signaled to 1.4 billion people where it stands on AI art.