Rio Montella

brand new me

[naiive @naiivememe]

Trump closing a deal with Iran like :

[Rio Montella @littleogerr]

@primagnesius Coba tolong someone ambil hpnya, biar gak dikit2 we are so back

[Rio Montella @littleogerr]

@writingtorch Mana tudemun yang dijanjikan itu

[Rio Montella @littleogerr]

@Fdhilonn Tar dulu dong, baru ngerasain ijo masa udah ada peak indikator lagi 🤣

[Rio Montella @littleogerr]

@LunarisXyx @soxiety212079 @danyakmallun Hoki setahun kepake kah, thankss bang 🔥🔥

[Rio Montella @littleogerr]

@LunarisXyx @grok Mauuu

[lunarisXyz @LunarisXyx]

Giveaway Apikey 11B token Mimo 3biji

Pemenang dipilih
Setelah 24jam by @grok

Coment bebas + follow + repost

Pemenang we kasih email + password ( bisa auto - renewal ) cuma bayar 0.01$ kalo habis

Good luck, YMMA

[Polymarket @Polymarket]

🚨 NEW POLYMARKET: Prabowo Subianto out as President of Indonesia by...?

https://t.co/mqy9I4mmnq

[Cheytax Management LLC @Cheytax_1]

Rupiah weakness YTD is noise. The real damage starts when implied volatility breaks above 20. That's when markets stop functioning normally.

Gov about to learn you can't throw random policies into the system everyday without consequences.

[Cheytax Management LLC @Cheytax_1]

True.

That's precisely why "BrokSum" was a bad idea right from the beginning. You're relying on recommendations from analysts whose bonuses depend on pleasing clients, not delivering accurate calls.

Check the breakdown below, they recommend BUY on BCA almost 90% of the time. After the latest earnings? 100%. They couldn't care less about how the stock actually performs. All they care about is hitting their next quarter's bonus. It doesn't mean they're stupid, they know BCA isn't behaving like BCA used to, but the incentive structure in this industry is literally built that way.

And.. that's your answer to "Kok reksadana gue nggak pernah profit ya?" 😬

[Rio Montella @littleogerr]

@jericho_Go Sindoro view sumbing. Menarik coba kita kumpulin masanya kali ya wkwkk

[Mr Melancholy @chakravartiiin]

Trump realising he was talking to a pakistani scammer this whole time not an Iranian negotiator.

[Rio Montella @littleogerr]

@yaptoarie_ Kek kenal, tapi versi dota ya ndan @Endlessilyy

[Almer Sad, CFA @Kutekians]

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.

[Almer Sad, CFA @Kutekians]

Berapa lama IHSG recover setiap turun lebih dari 20%?

8 kali IHSG jatuh lebih dari 20% sejak 2008.
7 done, semua recover.

Waktu recovery nya beda2:
• Recovery tercepat: 8 bulan (EU Debt Crisis 2011).
• Terlama: 46 bulan (COVID crash hit sebelum EM Currency recover).

Crash ke-8 ini masih ongoing.
Recovery will come.
Just manage your expectations on timing.

[Rio Montella @littleogerr]

@Mfarhaan_ @Endlessilyy @mtriadarmajii @iPoopBased @romeloconnor @meyzedd El tantrum

[Rio Montella @littleogerr]

@Endlessilyy @mtriadarmajii @03__nakula @jianskyes @Mfarhaan_ Namanya juga hari kemenangan

[Pink Bourbon @pinkbourbon8898]

Terimakasih atas semua feedbacknya. we went back, re-checked every single number, and revised the full document.

What we added:
"How to Read the FIF Column" new section explaining FIF Value and n/a actually mean.

All data sources updated to primary: KSEI Holding Composition Report & MSCI consultation docs directly

What we fixed:
BREN ownership, DSSA scenario (FIF naik bukan turun), entity names, MSCI weights

What we removed:
Third-party source attributions all ownership data now sourced directly from KSEI, not media reports

Every ownership %, every FIF, every entity name verified against KSEI (Feb 27, 2026) and MSCI primary documents.

Free to read as always.
Link : https://t.co/WZJ2okFxWf

Will update again once KSEI drops the 27 sub-category investor classification data. That's the dataset that changes everything.

[Financial Times @FT]

Bored of peace https://t.co/KvWcoTwv9v