Follow The Money. Read The Pattern. See What's Next
Follow The Money. Read The Pattern. See What's Next
Vol. 07 said fix the revenue base first. This
week, Indonesia moved. Royalti nikel naik ke 15%, tiga
instrumen fiskal baru. Direction is correct. Here is
what the data shows — and what still needs to be proven
before the rupiah verdict reverses.
Three signals landed in 72 hours. Jobs beat
estimates at 115,000. Oil fell 9% on Iran deal signals.
Warsh confirmation imminent. Together they form the
most coherent validation of the Vol. 03 convergence
thesis since we published it. One genuine complication
deserves honest attention.