Casemiro: “It’s difficult. I only want to be with my family. We did our best, but we lost our dream… we disappointed all Brazilians”
“We will always be the generation that didn’t win the World Cup”. ❤️🩹😢
@CazeTVOficial 🎥
Who’s gonna win the World Cup? 🌎🏆
🇫🇷 France vs. Sweden 🇸🇪
🇺🇸 USA vs. Bosnia 🇧🇦
🇨🇭 Switzerland vs. Algeria 🇩🇿
🇿🇦 South Africa vs. Canada 🇨🇦
🇳🇱 Netherlands vs. Morocco 🇲🇦
🇵🇹 Portugal vs. Croatia 🇭🇷
🇪🇸 Spain vs. Austria 🇦🇹
🇧🇪 Belgium vs. Senegal 🇸🇳
🇧🇷 Brazil vs. Japan 🇯🇵
🇨🇮 Ivory Coast vs. Norway 🇳🇴
🇲🇽 Mexico vs. Ecuador 🇪🇨
🇩🇪 Germany vs. Paraguay 🇵🇾
🇦🇷 Argentina vs. Cape Verde 🇨🇻
🇦🇺 Australia vs. Egypt 🇪🇬
🇨🇴 Colombia vs. Ghana 🇬🇭
🏴 England vs. DR Congo 🇨🇩
The first trailer for Kenji Tanigaki's ‘THE FURIOUS’ has been released.
The action thriller follows a tradesman who must fight through a criminal empire to save his kidnapped daughter.
In theaters on May 29.
Gw barusan minta claude buatin kapan akumulasi yg pas buat para pencari dividen, bisa cek di kolom Window Akumulasi Terbaik. Could be wrong but let's try yak
Yg terdekat ada PTBA sama ITMG. Mungkin akan DCA tipis2 buat buktiin thesisnya si claude bener atau enggak
Kenapa Trump sering tiba2 keluarkan GOOD NEWS ketika UST 10Y yield naik/ada di area 4.3%–4.5%? COINCIDENCE? Saya rasa tidak.
Saya coba backtest 17 event tariff pivot Trump sejak Jan 2025.
Dari 17 kali Trump bikin "good news" (tariff pause, trade deal, soften stance):
• 12 dari 17 event (71%) terjadi saat yield ≥ 4.3%.
• Saat yield di atas 4.5%: 3/3 kali Trump langsung lunak, yield turun semua.
• Saat yield di bawah 4.3%: Trump santai, jarang ada konsesi.
Bukti paling jelas: 9 April 2025.
• Seminggu sebelumnya yield spike dari 4.0% ke 4.4%.
• Bond market mulai jual US Treasury besar-besaran.
• Hari itu juga Trump umumkan 90-day tariff pause untuk 75+ negara.
Utang US = $36 triliun.
Setiap yield naik 1% = tambahan $360 miliar/tahun bunga.
US harus refinance $9–10T utang tiap tahun.
Setiap 10bps lebih tinggi = +$9B biaya permanen selamanya.
BOND MARKET IS THE REAL BOSS.
Trump boleh bikin kebijakan apapun.
Tapi kalau bond vigilantes mulai jual, dia balik badan.
Yield 4.3%–4.5% bukan sekadar angka teknikal.
Itu batas toleransi fiskal US.
Manage your portfolio accordingly.