Macro 6 min
Reading BI's Quarterly Tea Leaves
How rate-decision language predicts IHSG direction 30 days out.
// academy
Field notes from the arcade.
Short, sharp essays on how markets actually behave — written for analysts who'd rather read 5 minutes than 50.
Valuation 8 min
PER vs. PBV: When Each Lies to You
A field guide to multiples in cyclical IDX names.
Behavior 5 min
The Anatomy of a Pump in IDX Small Caps
Volume profiles, gossip channels, exit math.
Strategy 7 min
DCA Beats Timing — Until It Doesn't
When mechanical buying breaks, and what to do.
Risk 9 min
Position Sizing for the Underfunded
Kelly, half-Kelly, and the psychology of small accounts.
Macro 4 min
USD/IDR as a Sentiment Proxy
Why FX leads equities by 2-3 sessions in EM.