FYI | Feb 12 2016
By Rudi Filapek-Vandyck, Editor FNArena
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.
Investors can follow me on Twitter via @filapek
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– Glenn Stevens: pretty unlikely we are going to raise rates anytime soon #ausbiz #investing #stocks
– S&P 500 down 10.5% in the first 28 trading days of 2016. The worst start to a year in market history. $SPX
– With FNArena Editor at @SkyBusiness #NigelNoMates #ausbiz
– The Commodities Bubble: History Repeats Itself http://seekingalpha.com/article/3888496-commodities-bubble-history-repeats?source=feed_f … $DBC $DJP $GSG $RJI $GCC $USCI $GSP $GSC $CMD $DJCI $DEE $LSC $DYY
– Morgan Stanley issues stern warning: CPU may look cheap by historical metrics, but beware the value trap #ausbiz #investing #stocks
– Oil's drop brings "staggering losses" on global reserves http://bloom.bg/1TSE8TN
– Citi: It's counter-intuitive but the low #CrudeOil price itself is a reason to downgrade oil global demand prospects #ausbiz #energy
– Big Call from CLSA's Brian Johnson: CBA looks a lot like the previously premium-rated WOW #ausbiz #investing #stocks
– Too late to stay bearish #crudeoil? Dennis Gartman observes futures term structures are sending bullish signals #ausbiz #investing #stocks
– ANZ Bank sees #China de-stocking post CNY with #ironore price to trade below US$40/tonne as a result #ausbiz #investing #commodities
– Why extremely cheap #crudeoil is not a positive for global asset markets http://bit.ly/1PMQPxJ #ausbiz #investing #stocks
– Macquarie: further gains are possible, but #gold remains highly vulnerable to any shift in macro-sentiment #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Ansell (ANN) shares to rise over next 60 days following last week's sell-off #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Woolworths (WOW) shares to underperform in next 30 days (financial release due) #ausbiz #investing #stocks
– BaillieuHolst's M Somasundaram: "Wish we lived in more boring times" #ausbiz #investing #stocks
– Really do want to start getting bullish with all the carnage but I cannot workout how much risk mis pricing has occurred due 2 low rates.
– Oil prices are being driven down by debt http://read.bi/20l04Xi
– APP Securities takes "heroic" stance, predicting Macquarie (MQG) will post 4% profit growth in FY17. Buy. Target $80 #ausbiz #investing
– Trading tip from Morgan Stanley: Lend Lease (LLC) shares to rise over next 60 days following recent sell-off #ausbiz #investing #stocks
– Highest target I've seen: CLSA upgrades JB Hi-Fi to Buy with price target of $28 #ausbiz #investing #stocks
– CS reduces global #equities weightings to the lowest level since 2008 as macro picture commands more caution #ausbiz #investing #stocks
– ANZ Bank cut prices forecasts 2016 by 10-15% for key energy and bulk #commodities markets, singles out #crudeoil, #ironore #ausbiz #stocks
– Canaccord Genuity lifts Capilano Honey (CZZ) to Buy from Hold, target lifts to $21.54 #ausbiz #investing #stocks
– CLSA initiates coverage A2 Milk Buy, target $2.20, Blackmores Buy, $225, Bellamy's Underperform, target $13.80 #ausbiz #investing #stocks
– Aegon UK's reported Cofunds deal could materially improve prospects for GBST (GBT) explains CLSA #ausbiz #investing #stocks
– Ord Minnett initiates coverage on Xero (XRO) with Buy, target $18, but Hold for MYOB (MYO), target $3.20 #ausbiz #investing #stocks
– OzForex announces its acquisition by Western Union fell through. Also, a profit downgrade
– Trading tip from Morgan Stanley: Domino's Pizza (DMP) to outperform its industry over next 30 days following share price weakness #ausbiz
– Village Roadshow (VRL) is Citi's Small Cap Top Pick in February #ausbiz #investing #stocks
– Deutsche Bank cuts US, global growth expectations. Projects 1x Fed rate hike only, in Dec. Worries about downside risks #ausbiz #stocks
– Goldman Sachs delays Fed rate hike call to June for a total of (above market consensus) 3x hikes in 2016 #ausbiz #investing #stocks
– If this is the start of a major reversal/bear market on #SPX then we are10% into the move. What is the hurry, let the distribution play out.
– Good job/wage growth, w/ weak output/sales growth, coming off record margins, is bearish. Makes total sense for mkt to be weighed down here
You can add my regular Tweets on Twitter via @filapek
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