Journal

Ideas, Research
and Build Notes

A running collection of writing on finance, technology, systems thinking, and the projects behind the work.

Post 01

April 02, 2026

IHSG at 7,100: When Fear Fades, the Market Moves First

IHSG’s move from 6,800 to 7,100 marks a critical shift—not driven by good news, but by fading fear. As geopolitical tensions ease and oil stabilizes, liquidity is quietly returning to the market. This is not yet a full bull phase, but an early-stage recovery where uncertainty declines and smart money begins positioning ahead of broader recognition.

Categories
Index Market Analysis Global Macro

Tags
#Crude Oil #US-Israel vs Iran War #IHSG #Liquidity #Geopolitics

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$CL=F $^JKSE

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ihsg-at-7-100-when-fear-fades-the-market-moves-first
Post 02

March 17, 2026

IHSG at 6,800: Between Fear and Great Opportunity $^JKSE

The movement of the IHSG toward the 6,800 level reflects a combination of global and domestic pressures, ranging from geopolitical escalation to declining liquidity ahead of the Eid holiday period. Combined with the earlier impact of MSCI-related sentiment, this situation illustrates how the market reacts when multiple sources of uncertainty rise simultaneously.

Categories
IHSG Market Analysis Global Macro

Tags
#Crude Oil #Macro Economics #MSCI #IHSG #US–Iran Conflict #Liquidity #Geopolitics

Tickers
$CL=F $^JKSE

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ihsg-di-6-800-antara-ketakutan-dan-peluang-besar
Post 03

March 13, 2026

Oil Prices Surge Amid Escalating US–Israel and Iran Conflict $CL=F

Oil prices have surged above $100 per barrel following escalating tensions between the United States, Israel, and Iran, raising concerns about potential disruptions to global energy supply. The risk of instability around the Strait of Hormuz—through which roughly 20% of the world’s oil supply passes—has heightened market volatility and renewed fears of rising inflation and tighter monetary policy worldwide.

Categories
Commodities Global Macro

Tags
#Stock Update #Crude Oil #Macro Economics #Stocks

Tickers
$CL=F

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oil-prices-surge-amid-escalating-usisrael-and-iran-conflict

Ideas, Researchand Build Notes

IHSG at 7,100: When Fear Fades, the Market Moves First

IHSG at 6,800: Between Fear and Great Opportunity $^JKSE

Oil Prices Surge Amid Escalating US–Israel and Iran Conflict $CL=F

Ideas, Research
and Build Notes