21 | my online diary

Joined October 2019
385 Photos and videos
caca🍣 retweeted
“Sayaaaanggg” is the sweetest, softest, and most romantic word in the world. “sayanngggg” will always be top tier for me
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caca🍣 retweeted
Intinya: VanEck (Market Vectors) tanggal 12 Juni 2026 umumkan rebalancing Q2 2026 untuk GDX (Gold Miners ETF, AUM ~Rp435T) dan GDXJ (Junior Gold Miners ETF, AUM ~Rp135T) Kabar bagusnya: • ✅ Tidak ada satu pun saham emas Indonesia yang keluar dari kedua indeks • ✅ Tidak ada saham baru yang masuk (semua emiten tambang emas-perak sudah terdaftar) Penyesuaian bobot (yang paling penting): Di GDX: • AMMN: 0.48% → 0.53% ( 0.05%) → estimasi inflow Rp217M • BRMS: 0.37% → 0.39% ( 0.02%) → estimasi inflow Rp87M Di GDXJ: • BRMS naik paling kencang: 0.67% → 0.74% ( 0.07%) → Rp94.5M • EMAS turun tipis (-Rp13.5M) • ARCI turun (-Rp27M) • PSAB naik kecil (0.02% → 0.03%) → Rp13.5M (ada koreksi di thread) Total keseluruhan: Masih net inflow positif buat sektor tambang emas Indonesia, meski nilainya nggak triliunan. Nunjukin sentimen asing masih positif. Bonus outlook: • AMMN berpotensi masuk GDXJ di rebalancing September nanti. • EMAS punya peluang naik ke GDX kalau harganya naik cukup tinggi. Secara keseluruhan: Angin positif buat saham-saham emas Indo dari ETF global. Bukan rekomendasi buy/sell/hold ya, cuma ringkasan fakta dari thread-nya. Have a nice day! 🪙
12 Juni 2026, Market Vector selaku Global Index Provider untuk indeks GDX dan GDXJ telah mengumumkan hasilnya GDX - Gold Miner GDXJ - Junior Gold Miner Seperti apa hasilnya? Apakah bad news atau malahan Jackpot untuk Indonesia? BUKAN REKOMENDASI BUY SELL HOLD
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caca🍣 retweeted
Weekly recap from our last letter. What a week it has been. For the first time since early May, JCI closed the week in positive territory. This wasn't a concentrated move, market participation was broad, with all IDX sub indices printing relatively uniform returns of around 7%. The week started on a grim note, with Monday delivering JCI’s worst daily performance, -4.52%, since early March. However, the subsequent daily rallies were remarkably strong, strong enough to challenge a deeply bearish outlook. While this price action mirrors the February rally, we might be witnessing a genuine regime change for the JCI. Doesn't mean we are jumping into a buying rampage, but we will outline our updated thesis on the Indonesian market in our next letter. On the USDIDR front, our position was established below 16,800, and we decided to trim 50% on the final trading day of the week. IndoGB yields continue to move lower, JCI is moving higher, and USDIDR declined 1.78% this week, strongest move in favor of the Rupiah since the rally began. Given the backdrop, we felt it was appropriate to realize part of the gains. At minimum, the position has served its purpose as a hedge against what the JCI has been offering since February. As the saying goes: a bird in the hand is worth two in the bush. #MeridianResearch
Letter #9 is out! What could go wrong if Indonesia's credit rating gets downgraded? What if it's only a negative outlook? Turns out it is much scarier than what the market perceives. In this letter, we also discuss MSCI. Indonesia is not out of the woods yet. We look at what Indonesia would face if it is to be downgraded to the Frontier Markets Index. Outflows are written on the wall, but a good precedent could still spark some hope. Also updated our Elliott Wave count for the big banks $BBCA $BMRI $BBNI $BBRI, and we think dip buying in banks is not promising right now. Read our latest letter through the link below: lynk.id/meridian.research #MeridianResearch
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caca🍣 retweeted
Benar kata Dokter Gia, anxiety sering muncul karena terlalu memikirkan masa depan, sedangkan depresi sering berkaitan dengan terlalu terfokus pada masa lalu.
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wah udah lama bgt ga megang figma
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caca🍣 retweeted
Mimpi basah WNI 😹
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ani2, simpenan om, punya gadun, ngerusak hubungan rumtang org lain udh paling cepet kak
Kerja di industri apa di Indonesia yang bisa paling cepat beli ini?
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caca🍣 retweeted
Political risk Indonesia ini emang rata kanan, besok bisa A lusa bisa jadi C wkwkwk.
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caca🍣 retweeted
Emang paling the best aksinya di pusat kota. Jadi banyak orang yang bisa dokumentasiin
Demo di Bundaran HI ini unik, karena biasanya demo ke lembaga pemerintahan tertentu Tapi bundaran HI itu sumber traffic: masyarakt dan sosial media peluang media ngeliput naik peluang sosmed divideoin orang juga naik orang aware-> tujuan demo terpenuhi dengan cara baru
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caca🍣 retweeted
Fun Fact Mau tau seberapa mengerikan pajak kendaraan di Indonesia? 🇲🇾 Malaysia UMR = 7,4 juta Pajak mobil Avanza = 330k/tahun 🇮🇩 Indonesia UMR = 3,4 Juta Pajak mobil Avanza = 4 juta/tahun Pantas aja banyak yg udah kerja keras setiap hari, tapi tetap sulit untuk bisa hidup layak
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caca🍣 retweeted
Bloomberg > The challenge so far is regulatory, considering the Finance Ministry has yet to issue a letter approving both the municipal bonds and the wealth fund, he added. Finance Minister Purbaya Yudhi Sadewa verbally approved Jakarta’s plan to issue municipal notes and create a wealth fund for the city after meeting Pramono in October. “The issue is because, doing this for the first time, everybody doesn’t want to take on the risk of the policy. That’s the problem. But I have told them, the risk is not yours, it’s on Jakarta,” Pramono said. “Sometimes, we just need to be patient.”
Bloomberg > Jakarta aims to issue Indonesia’s first municipal bond within a year as part of efforts to diversify city revenue sources following budget cuts. The administration is in talks with the Asian Development Bank and World Bank to prepare the securities, which could be used to finance a variety of infrastructure projects in the pipeline, Jakarta Governor Pramono Anung Wibowo said in an interview with Bloomberg News on Friday. He declined to specify a funding target.
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caca🍣 retweeted
FINFLUENCER CENDERUNG BIKIN FOLLOWERS-NYA RUGI DALAM JANGKA PANJANG? Research question: Apakah finfluencer Instagram menghasilkan alpha investasi, atau hanya memperkuat noise pasar? Dataset: 1.056 rekomendasi saham dari 44 finfluencer Instagram di wilayah DACH (Jerman, Austria, Swiss), periode Januari 2019 sampai Oktober 2022. Temuan utama: Portofolio yang mengikuti rekomendasi finfluencer underperform benchmark hingga minus 12,66% dalam tiga tahun #RangkumPaper, dengan judul "Amplifying Noise or Delivering Alpha? Performance Evaluation of Finfluencer Stock Recommendations", Kirschbaum et al. (HHL Leipzig), Finance Research Letters, Mei 2026. DOI: 10.1016/j.frl.2026.110150 Shoutout to mas @RashkaLLC untuk temuan papernya 🫡 Thread lengkap 🧵👇
Demn
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i think this is why i enjoy being single deh wkwkwkwkw temen2 gue gini semua😭
Woman support woman tuh gini gak sih 😌
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inds economy
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caca🍣 retweeted
Kemarin tuh aku nyobain nasgor di tempat baru, dia belum lamaa buka pokoknya. Nama tempatnya “Warkop Agam Medan” dan disitu adaa kucing penjaganya. Warnanya oren baik, bersih dan penurut. Ternyataa agam itu nama kucingnya. Jadi Agam bukan satpam, Agam adalah seorang ceo
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caca🍣 retweeted
patut diakui, editor Bloomberg KEREN banget ngett ngett !!!!! visualisasi perbandingan GDP beberapa negara di S.E.A tahun 2025 pake motif kain batik gini ada juga visualisasi Pelemahan Nilai Rupiah juga pake pewayangan gini; ini kreatif banget. Bloomberg tahu bagaimana bercerita tapi pendengar/audiensnya adalah masyarakat Global dengan identitas Universal. Bahkan ketika berbicara tentang PILIHAN TAK SEHAT, dia menganalogikan ini semua dengan GORENGAN yang terlihat nikmat namun sesungguhnya unhealthy. 🙂
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caca🍣 retweeted
i guess people are more scared of being alone than being in bad relationships
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caca🍣 retweeted
Jam segini ngetawain ini dari tadi 😭🐱
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"recommended to apply at least 3-4 months in advance" what the fuck😭😭😭😭
Ada yang downgrade tapi bukan MSCI. FAAAAAAAAHHH
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caca🍣 retweeted
Please get addicted to thinking everything will always work out for you.
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