pemilik sppg nggak mau disalahin soal kasus ker4cunan:
- dapurnya diklaim sudah benar dan sesuai sop
- yang salah menurut dia sekolah karena telat bagiin makanan
- dan anak-anaknya sendiri karena belum sarapan
- soal dapur mau ditutup atau nggak, dia lempar ke bgn
US ini lagi di posisi serba salah. Yield obligasi naek terus, tapi nilai tukar USD malah melemah.
Masalahnya kebijakan fiskal terlalu ekspansif, sementara defisit anggaran udah gede banget sampe market mulai trust issue. Ya mirip kek king Indo beberapa bulan sebelumnya lah.
Mari kita menduga-duga, skenario apa aja yang mungkin akan dilakukan US?
Gimana dampaknya ke market Indo?
a Thread 🧵👇
BREAKING NEWS
Pemerintah bakal kucurkan Rp 11 T untuk pembukaan rekening seluruh anak yang baru menginjak 17 tahun dengan saldo masing masing rekening Rp 50.000
1883 Krakatau mega-erupsi
83-88 Paceklik, pajak jalan terus
1888 Pemberontakan Banten
1996 Mega-deforestasi 1 juta Ha
1997 Kebakaran, krisis ekonomi
1998 Soeharto tumbang
2003 Darurat militer
2004 Tsunami
2005 Otonomi khusus untuk Aceh
BuzzeRp:
Bencana = konspirasi asing.
beredar surat terbuka bernada keras yang ditujukan ke media tempo:
- isinya ultimatum 24 jam supaya tempo memberi klarifikasi dan permohonan maaf
- pemicunya pemberitaan yang menyeret nama aliansi masyarakat pati bersatu (ampb)
- terkait pemberitaan partai gerindra dengan pati
Memotong anggaran BNPB dan BMKG untuk MBG. Sains dan mitigasi bencana dikhianati untuk program tanpa nalar. Nyatanya pendidikan, kesehatan dan keselamatanlah yang jauh lebih penting daripada makan siang.
Stupid as hell, The Prabs Way.
🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED
Foreign nations pulled BILLIONS of gold OUT of the U.S.
→ The Netherlands pulled 86 tonnes
→ France pulled 129 tonnes
→ Germany pulled 300 tonnes
This has NEVER happened before.
But nobody is talking about what that means:
These are not retail investors.
These are NATIONS.
For decades, enormous quantities of foreign gold were stored outside national borders.
Including inside the United States.
Now the direction is changing.
Countries don't just want to HAVE their gold on paper.
They want to KNOW EXACTLY WHERE IT IS.
And they want direct control over it.
This is bigger than gold.
Because at the exact same time, foreign nations are reassessing their exposure to U.S. Treasuries.
Some are reducing holdings.
Others are diversifying reserves.
And China?
CHINA HAS BEEN BUYING GOLD NONSTOP.
Month after month, Beijing continues adding to its reserves while building alternatives to the existing dollar-based financial system.
This is the part most people are missing.
The global financial system isn't changing because countries suddenly stopped trusting one asset.
It's changing because governments are reducing their dependence on ANY single system.
The pattern is becoming increasingly clear:
→ Gold is being repatriated
→ Reserve diversification is accelerating
→ Biggest foreign holders are dumping U.S. Treasuries
→ Central banks are accumulating more gold
And the implications are enormous.
Because the United States has benefited for decades from one extraordinary advantage:
THE DOLLAR'S CENTRAL ROLE IN GLOBAL FINANCE.
Foreign governments accumulated dollars.
They bought U.S. Treasuries.
They stored reserves inside the Western financial system.
That created enormous demand for American assets.
But what happens when countries begin changing the structure of their reserves?
What happens when more governments decide that physical gold belongs INSIDE their own borders?
What happens when Treasury holdings become less concentrated?
What happens when China keeps accumulating gold while expanding alternative financial infrastructure?
That's not how major financial systems change.
It starts slowly.
Reserve managers diversify.
Gold gets moved.
Treasury exposure gets adjusted.
New payment networks emerge.
And China is sitting directly at the center of all this.
They are preparing for a world with MULTIPLE competing financial centers.
Meanwhile, other nations are bringing their own gold home.
It ca mean just one thing:
THE RULES OF THE GLOBAL RESERVE SYSTEM ARE CHANGING.
The question is no longer whether countries are diversifying.
They already are.
The real question is how far this goes.
Pay attention.
The biggest shifts in global finance are never obvious while they are happening.
Then suddenly, everyone realizes the world has changed.
I've spent more than a decade watching how these markets move.
And I've also called nearly every major market top and bottom.
Follow and turn on notifications now.
Many people will wish they had started paying attention sooner.