Frequenter

I frequent but never stay

Politics and Finance mostly

[Frequenter @the_frequenter]

So uh, who's replacing him?

[Bloomberg @business]

Bank Indonesia Governor Perry Warjiyo has resigned two years ahead of his term expiring, the government announced. Read more: https://t.co/kUcz8LyDNK

📷️: Dimas Ardian/Bloomberg

[Frequenter @the_frequenter]

@dhoorholdings It's just this argument but vice versa, atleast until fiscal and outlook improvement

[Frequenter @the_frequenter]

I am on the opinion that if the Semis, AI or memory trade resumes, classic commodity equities will be the first to be sold off. This applies to IDX equities.

NFA, DYOR

[Frequenter @the_frequenter]

@dhoorholdings Indonesian equities remain cheap relative to EM peers, particularly in banks, staples, and energy.

If memory trades unwind due to stretched valuations rather than recession fears, capital often rotates from growth to value.

Fiscally though, it's holding up, not thriving.

[Frequenter @the_frequenter]

Risk on

I heard from atleast 3 different people (legal & capital markets) that they won't be taking margin while the rest seem uncertain (this is still very speculative)

By the looking at the movement of Indonesian commodity equities, the first should be true.

[Frequenter @the_frequenter]

It's so palpable watching RI1 speak and it's a rebranded New Order Policy

One door export body for all exports

[Frequenter @the_frequenter]

https://t.co/MxqAmGLQNK

[Frequenter @the_frequenter]

It's so palpable watching RI1 speak and it's a rebranded New Order Policy

One door export body for all exports

[Frequenter @the_frequenter]

It's weird that people are finding more and more alternative assets as 'investments'. As long as there is profit to be made. It'll work. You don't always have to play the game anyway

Especially here NFA DYOR

[Frequenter @the_frequenter]

I have a few opinions on Trading Card Games (TCG) especially #PokemonTCG being looked upon as an investment or alternative assets to tradional financial instruments.

I discussed this with a friend of mine who's already invested a lot of time into this

Some takeaways 🧵

[Frequenter @the_frequenter]

(8) Upcharging is the norm either over the counter or online. Buying in bulk will make it possible to get a more favorable deal.

A good haggler will thrive in this market as there's not a single market price you can reference too (atleast without debate about price websites).

[Frequenter @the_frequenter]

On Bank Runs (In English and Indonesian)

Hopefully this turns into a long-term commitment

Happy chinese new year!

[Frequenter @the_frequenter]

https://t.co/nWOoLgABvH

[Frequenter @the_frequenter]

https://t.co/INmotncJ8p

[Frequenter @the_frequenter]

https://t.co/nWOoLgABvH