I therefore conclude that the meaning of life is the most urgent of questions, cause what is called a reason for living is also an excellent reason for dying.

Letter #10 is live! Koperasi Desa Merah Putih. The initial target was 80,000 fully running cooperatives. Today, only … are operational. Is KDMP living up to the hype, or is it just another minimarket, with higher prices? And what does all of this mean for $AMRT, which has shed 30% since the instruction was signed? The market is pricing in KDMP's success. But the data tells a different story. We break down the latest numbers, the supply chain reality on the ground, and what really is AMRT’s alluring charm for the next couple of years. We also discuss $IHSG in this letter. After a string of trap like movements, last week’s move makes it harder to ignore the main question, is this liquidity hunting, or a real shift that opens up a buying opportunity? Read our latest letter through the link below: lynk.id/meridian.research #MeridianResearch

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

Coba kita lihat grafik ini, US 2 year yield sudah naik ke level 4.13% - 4.17% di awal Juni 2026. Posisi ini jauh di atas Fed Funds Rate (FFR) yang sekarang ini di kisaran 3.50% - 3.75%. Perbedaan ini mengulang pola tahun 2022, bond market menggambarkan kalau kebijakan The Fed sekarang ini "not tight enough" dan mulai ngelakuin pricing in buat potensi kenaikan suku bunga lebih lanjut di Q3 atau Q4 tahun ini. Grafik ini confirm kalau Long Term Real Rates lagi menembus estimasi model HLW The Fed ke level 2%. Ini perubahan fundamental yang menggambarkan kalau market melihat cost of capital di US sudah berubah ke level yang lebih tinggi. Dengan kepemimpinan The Fed yang sekarang dipegang oleh Kevin Warsh (sejak Mei 2026), market berekspektasi adanya kebijakan yang lebih agresif dalam merespons data ekonomi US yang masih kuat dan angka inflasi yang masih tinggi. Sentimen ini jadi faktor utama yang membuat naik yield di semua US yield curve.

Apakah ada rekomendasi smartwatch yang worth to buy sekarang?

Another reason yang support my idea to start DCA on banking. Coba kita mundur ke closing 8 Juni. Pas closing, tekanan jual di BMRI sama BBRI somehow dicover, dalam artian ada yang makan lah. Hari ini (9 Juni), keduanya bersama dengan banking lain naik. Nah, coba kita kulik kira-kira apa sih yang terjadi pake Inventory Analysis dan Done Detail (1/5)

Buat adek2 mahasiswa akhir, ini namanya kesempatan gak datang dua kali yaaa If I could go back in time, I would've joined @notintofinance during my uni days, sih. Zuzurrr, aku dan timku suka banget baca artikel yg mereka buat karena mendalam tapi juga mudah dipahami Gasss ikutan bootcamp atau gabung jadi bagian core team-nya!

In this economy, mengikuti jejak @pinkbourbon8898

THE KING, THE MYTH, THE LEGEND THE ONE AND ONLY SYTAX BOTAX COUNTER ASAPROSUL @Cheytax_1 🏆

Botam batom boti lama lama

lebih mungkin bumi ke 450 daripada ronaldo juara pildun AWKOAKWOKAWOKOAW

Anotha worth to read di penghujung weekend 😁

Ntah apa yang bakal gue omongin malam ntar @notintofinance

The legend, the goat, the myth, the MAN. 💯🫡

Repost utk anak2 muda yg tanya apa maksud saya dgn "wisdom without fear". Intinya: menyuarakan kebenaran lebih nikmat dari mengejar kekuasaan. You should try it too. Boleh disebar.

We should focus the hilirisasi agenda on the more salient critical minerals agenda. Focus on the commodities that are truly strategic, and seek to capture more value-added and economic benefit from the production of those commodities. Ga perlu 28 komoditas semuanya dihilirisasi. Dari 28 komoditas cari mana yang paling strategis. Liat leverage yang paling kuat di mana, yang selanjutnya diterjemahin jadi pengembangan rantai produksi. Bisa jadi cuma nikel, misalkan. Ya gapapa, mending kita fokusin ke satu komoditas itu daripada sumber daya kebagi-bagi ke 28 komoditas.

Our president, leader of the Republic of Indonesia, watches the poor eat their meal. He does the watching from a lavish setting, his own plate stacked with expensive food. Poverty as an evening's entertainment.

Wah iya juga ya. Gak kebayang tekanannya gimana megang uang orang banyak. Semoga tetep pada bisa waras, tenang, dan bangkit. Amin.

Kayak nya kita butuh bikin konsultasi mental untuk pekerja pekerja capital market…this is bad, really really bad. I’m genuinely worried about my friends’ well being.

Siapatau ada yg mau daftar, one of the biggest student led community here in Indonesia 😃 Just scan the barcode below!!