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.
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.
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
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.