Re: [obrolan-bandar] USA sedang muram, tapi disini belum berasa tuh....
Kemarin terendah di 1089.34 di RTI tgl. 28/10 kemarin...gimana nih dgn Nov rain-nya pak Oen...akankah kejadian?? Yah disiapkan saja...(uangnya) :-) On Sat, Nov 1, 2008 at 8:58 AM, Kusni [EMAIL PROTECTED] wrote: USA sedang muram. Walaupun minggu ini DJIA menunjukkan tanda-tanda pembalikan arah menuju penguatan, tapi indikator ekonominya justru semakin memprihatinkan. Kalau dikatakan bahwa perbaikan ekonomi SUDAH DIDEPAN MATA untuk Amerika, rasanya masih jauuuhhh... Belum lagi rembetannya ke Eropa, terutama Eropa TImur, yang resonansinya kemana-mana. Turut prihatin dengan nasib Eropa Timur, terutama karena kawasan ini sudah mulai meningkatkan hubungan bisnsi dengan Indonesia akhir-akhir ini. Di Indonesia, terus terang saya masih belum melihat sesuatu yang mengkhawatirkan. Laporan-laporan emiten malah mambaik. Petani sawit dan petambang tmah memang sedang dalam kesulitan saat ini, tapi mereka toh sudah menikmati booming selama 2 tahun belakangan ini, dan saya yakin petani dan petambang yang cukup bijak sudah punya cukup banyak tabungan untuk bekal menghadapi masa sulit beberapa bulan mendatang. Emiten komoditipun juga sama kondisinya. Tahun depan bakal menjadi tahun yang kurang ramah, tapi cadangan kas masih gendut. Tentu saja ini hanya bagi yang cukup prudent dan menerapkan manajemen resiko secara benar.Contoh nafsu ekspansi berlebihan yang menimpa Bakrie Grup tentu menjadi pelajaran berarti bagi seluruh pelaku bisnis di Indonesia (barangkali bakal menjadi kasus klasik di kuliah-kuliah manajemen, he,he,he...) Saya berpendapat, bahwa jika krisis sampai menjalar ke Indonesia, tidak dalam waktu dekat ini. Berarti kita masih punya cukup banyak waktu untuk melakukan persiapan yang diperlukan. Keadaan ini jauh berbeda dengan kejadian tahun 1998, dimana krisisnya justru dimulai dari kawasan kita. Karena itu, saya SEPENDAPAT bahwa posisi Oktober 2008 kemarin adalah BOTTOM-nya, walaupun belum tentu akan diikuti dengan rally panjang. Masih banyak guncangan didepan mata, tapi sudah tidak seseram bulan Oktober. Seperti yang selalu dikatakan TBumi : optimis sajalah. Kusni *AP* Evidence of a recession piles higher with new data Friday October 31, 7:41 pm ET By Martin Crutsinger, AP Economics Writer Evidence of a recession piles even higher with new data showing Americans are spending less WASHINGTON (AP) -- Evidence of a recession piled ever higher Friday, with new figures showing Americans are spending less and gloomy about the economy, while the government signaled it won't buy stock in the financing arms of auto companies to prop them up. The Commerce Department reported consumer spending dropped a sharp 0.3 percent in September while their incomes, the fuel for future spending, managed only a small 0.2 percent gain. That followed a report a day earlier that the U.S. economy shrank by 0.3 percent in the third quarter. The accepted definition of a recession is two straight quarters of a shrinking economy. Closing out the worst October in 21 years but one of the best weeks ever, investors did some bargain shopping on Wall Street, snapping up stocks that have plunged in value. The Dow Jones industrial average gained nearly 145 points. Meanwhile, the outgoing Bush administration sent signals to automakers and other industries hoping for government purchases of their stock that they probably won't qualify for the program. Administration officials, who spoke on condition of anonymity because the program is still being put together, said it was unlikely the auto companies would be able to qualify for direct government purchases of stock in their auto-financing arms as part of the $250 billion stock purchase program. They could still be eligible for government purchases of bad assets, such as auto loans, under a separate program that is expected to spend $100 billion initially. The government plans to buy stock in banks and lift bad assets on their books as part of the financial system bailout. The wrangling over the broader rescue program continued, with Democrats stressing Congress wants the package to be used to pump new loans into the economy, not diverted to stockholders or executives or to buy other banks. I am deeply disappointed that a number of financial institutions are distorting the legislation that Congress passed, said House Financial Services Committee Chairman Barney Frank, D-Mass. He announced hearings on the rescue package Nov. 12 and 18. The Treasury Department said it would extend a Nov. 15 deadline for banks that do not have publicly traded stock to apply for the government stock-purchasing plan -- a plan that could extend to 6,000 banks. The bank rescue is intended to shore up financial companies and get lending, the lifeblood of the economy, going again. Meanwhile, Federal Reserve Chairman Ben Bernanke said in a speech that whatever system is constructed following the government takeover of mortgage giants
RE: [obrolan-bandar] USA sedang muram, tapi disini belum berasa tuh....
Pak, saya merasa ada sedikit kontradiksi dalam tulisan anda, apa ini dikarenakan anda juga belum yakin? Saya berpendapat, bahwa jika krisis sampai menjalar ke Indonesia, tidak dalam waktu dekat ini. Berarti kita masih punya cukup banyak waktu untuk melakukan persiapan yang diperlukan. Keadaan ini jauh berbeda dengan kejadian tahun 1998, dimana krisisnya justru dimulai dari kawasan kita.Karena itu, saya SEPENDAPAT bahwa posisi Oktober 2008 kemarin adalah BOTTOM-nya, walaupun belum tentu akan diikuti dengan rally panjang To: [EMAIL PROTECTED]: [EMAIL PROTECTED]: Sat, 1 Nov 2008 01:58:41 +Subject: [obrolan-bandar] USA sedang muram, tapi disini belum berasa tuh USA sedang muram. Walaupun minggu ini DJIA menunjukkan tanda-tanda pembalikan arah menuju penguatan, tapi indikator ekonominya justru semakin memprihatinkan.Kalau dikatakan bahwa perbaikan ekonomi SUDAH DIDEPAN MATA untuk Amerika, rasanya masih jauuuhhh... Belum lagi rembetannya ke Eropa, terutama Eropa TImur, yang resonansinya kemana-mana. Turut prihatin dengan nasib Eropa Timur, terutama karena kawasan ini sudah mulai meningkatkan hubungan bisnsi dengan Indonesia akhir-akhir ini.Di Indonesia, terus terang saya masih belum melihat sesuatu yang mengkhawatirkan. Laporan-laporan emiten malah mambaik. Petani sawit dan petambang tmah memang sedang dalam kesulitan saat ini, tapi mereka toh sudah menikmati booming selama 2 tahun belakangan ini, dan saya yakin petani dan petambang yang cukup bijak sudah punya cukup banyak tabungan untuk bekal menghadapi masa sulit beberapa bulan mendatang. Emiten komoditipun juga sama kondisinya. Tahun depan bakal menjadi tahun yang kurang ramah, tapi cadangan kas masih gendut. Tentu saja ini hanya bagi yang cukup prudent dan menerapkan manajemen resiko secara benar.Contoh nafsu ekspansi berlebihan yang menimpa Bakrie Grup tentu menjadi pelajaran berarti bagi seluruh pelaku bisnis di Indonesia (barangkali bakal menjadi kasus klasik di kuliah-kuliah manajemen, he,he,he...) Saya berpendapat, bahwa jika krisis sampai menjalar ke Indonesia, tidak dalam waktu dekat ini. Berarti kita masih punya cukup banyak waktu untuk melakukan persiapan yang diperlukan. Keadaan ini jauh berbeda dengan kejadian tahun 1998, dimana krisisnya justru dimulai dari kawasan kita.Karena itu, saya SEPENDAPAT bahwa posisi Oktober 2008 kemarin adalah BOTTOM-nya, walaupun belum tentu akan diikuti dengan rally panjang. Masih banyak guncangan didepan mata, tapi sudah tidak seseram bulan Oktober. Seperti yang selalu dikatakan TBumi : optimis sajalah.Kusni APEvidence of a recession piles higher with new dataFriday October 31, 7:41 pm ET By Martin Crutsinger, AP Economics Writer Evidence of a recession piles even higher with new data showing Americans are spending less WASHINGTON (AP) -- Evidence of a recession piled ever higher Friday, with new figures showing Americans are spending less and gloomy about the economy, while the government signaled it won't buy stock in the financing arms of auto companies to prop them up. The Commerce Department reported consumer spending dropped a sharp 0.3 percent in September while their incomes, the fuel for future spending, managed only a small 0.2 percent gain. That followed a report a day earlier that the U.S. economy shrank by 0.3 percent in the third quarter. The accepted definition of a recession is two straight quarters of a shrinking economy. Closing out the worst October in 21 years but one of the best weeks ever, investors did some bargain shopping on Wall Street, snapping up stocks that have plunged in value. The Dow Jones industrial average gained nearly 145 points. Meanwhile, the outgoing Bush administration sent signals to automakers and other industries hoping for government purchases of their stock that they probably won't qualify for the program. Administration officials, who spoke on condition of anonymity because the program is still being put together, said it was unlikely the auto companies would be able to qualify for direct government purchases of stock in their auto-financing arms as part of the $250 billion stock purchase program. They could still be eligible for government purchases of bad assets, such as auto loans, under a separate program that is expected to spend $100 billion initially. The government plans to buy stock in banks and lift bad assets on their books as part of the financial system bailout. The wrangling over the broader rescue program continued, with Democrats stressing Congress wants the package to be used to pump new loans into the economy, not diverted to stockholders or executives or to buy other banks. I am deeply disappointed that a number of financial institutions are distorting the legislation that Congress passed, said House Financial Services Committee Chairman Barney Frank, D-Mass. He announced hearings on the rescue package Nov. 12 and 18. The Treasury Department said it would extend a
