sequoia

Masih suka FOMO meskipun udah lewat 2 Bitcoin halving & countless crash di saham & kripto

[sequoia @sequoiatreee]

@primagnesius True contrarian brother. Total respect 🔥

[Lukas Ekwueme @ekwufinance]

We are in the midst of a commodity bull market

Since 2020, commodities are outperforming DM stocks.

[Sarjana Eksu @SarjanaEksu]

This MSCI news is good news

Good job @IDX_BEI

Mestinya dari dulu tong

[sequoia @sequoiatreee]

@bevanpramudt Gas bev

[Rivan Kurniawan @RivanKurniawan]

IHSG hampir -20% YTD.
Yang mahal sekarang bukan saham.
Yang mahal itu ketenangan, disiplin, dan kemampuan untuk tidak ikut panik massal.

[sequoia @sequoiatreee]

@RashkaLLC @barang_antique Wah thanks for writing this bro, iya banget gua masih stuck di 2 😅

[sequoia @sequoiatreee]

@RashkaLLC salam interaksi

[sequoia @sequoiatreee]

@bevanpramudt bisa jadi cek giro

[sequoia @sequoiatreee]

@LambeSahamjja dapur harus tetep ngeBULL

[sequoia @sequoiatreee]

@SocialiteGhibah Hmmm nemu nih hubunganya, ada di artikel ttg air bersih wkwk

[sequoia @sequoiatreee]

@SarjanaEksu lah iya mirip, jangan2 mau bekdor biznet wkwkwk

[Rohan Paul @rohanpaul_ai]

Marc Andressen on his "barbell strategy" for reading habits.

- real-time news on X or books older than 50 years.
- He ignores newspapers and magazines.
- He finds practitioner-led newsletters to be a superior, underrated resource.

[Bevan @bevanpramudt]

tldr : Insting lu tau waktu yg bener untuk entry, tapi sbnernya patience knows better. (interesting story)

sometimes gw ngerasa tempted untuk enter sebuah trade karna insting gw ngrasa ada bbrp narasi yg lagi kebentuk yg bakal kejadian. Cmn gw kadang terlalu kecepetan entry gara2 gw bias ttg direction of the market. intuisi gw mungkin bener tp gw sadar kadang gw jadi terlalu overextending.

Last bear market (2022) bulan maret, gw tempted bgt utk long with lev tp stlah gw consider again, macro conditions ga support my thesis. And turns out maret back then just another choppy month dan harga ga gerak kemana2. And kalau gw maksain, gw 100% bakal ke liquidate. Yang perlu gw lakukan sebenernya cuman nunggu sampe april, baru waktu itu eth dll bottoming dan ngelong dari posisi itu.

Gw sekarang ngerasa situasi nya sama and insting gw ngasih tau kalau bisa aja disini bottoming. Volatilitas nya sih masih gila bgt, tapi menurut gw ini masih too early to do anything and also macro nya ga support. Belum ada liquidity yg support change of direction dr market structure imo.

So im gonna wait till the perfect time.

[ricky2212 @ricky_hopmans]

Qatar supply hilang => 20% LNG dunia

IRAQ halts production sekitar 300k barrel

China banned export gasoline

Kapal kena bottleneck

Infra produksi and refinery dihantam

From supply glut to supply shock

Europe suffer cari supply pengganti

Dah balik ke emas ireng aja

[sequoia @sequoiatreee]

@bevanpramudt goated

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Qatar is set to fully shut natural gas liquefaction today, two sources close to the matter say.

Restarting natural gas liquefaction after a complete shutdown would take 2 weeks.

Once restarted, Qatar would need at least another 2 weeks to reach full capacity.

Qatar is the 2nd largest LNG exporter in the world.

[sequoia @sequoiatreee]

@Hasboella Jangan mau kalah sama korea, minimal ARB lah IHSG wkwkwk

[sequoia @sequoiatreee]

Daymnnnn

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market extends losses to -11% on the day just minutes after triggering a circuit breaker.

[sequoia @sequoiatreee]

@SarjanaEksu Berarti uang yang takut itu buanyaaak banget ya, jadi pada cabut

[Sarjana Eksu @SarjanaEksu]

Udah irrational ini

Yakali sektor migas dan tanker dibanting jg padahal ini sektor yang paling benefit