FYI | Mar 04 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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– Shall I be on YMYC tonight, or not? #ausbiz #nigelnomates
– Ord Minnett observes a re-rating for engineers & contractors in Australia; suggests FY16 = bottom in earnings cycle #ausbiz #investing
– Morgan Stanley concerned slowing global growth & rising USD will have investors reexamining bear case for #commodities this year #ausbiz
– Citi strategists draw sufficient confidence from Feb reporting season to continue to forecast ASX200 at 5500 this year #ausbiz #stocks
– Macquarie concludes: Recent #crudeoil rally not justified by fundamentals #ausbiz #investing #stocks
– Tonight YMYC 7.00pm Sky 602 I am chatting with John Pearce from UniSuper & @Filapek on market volatility & challenges
– Trading tip from Morgan Stanley: Super Retail (SUL) shares to outperform broader market over nxt 30 days following sell-off #ausbiz #stocks
– NAB: expect global #crudeoil oversupply last into 2017, keeping prices below USD 40/bbl most 2016, rising to USD 50/bbl by end-2017 #ausbiz
– Commodity markets could see relatively more stable prices in 2016,2017 – although still expected to fall in aggregate (NAB) #ausbiz #stocks
– Hmm. Deutsche Bank reconsiders 3P Learning (3PL) but then decides to stick with its Hold rating #ausbiz #investing #stocks
– Remain bearish. Believe that with benefit of hindsight, yesterday's ramp-up will turn out to be exception to the rule for 2016 @DougKass
– Oooops! Big rally yesterday left Dennis Gartman scrambling to unwind his freshly established #equities short #ausbiz #investing #stocks
– Sudden, sharp rallies? Yeah, that sounds like me #nigelnomates #ausbiz
– #China Credit Outlook Cut to Negative From Stable by Moody's http://bloom.bg/1Tm67wu
– Goldman Sachs has removed 3PL & Sirtex Medical (SRX) from its Australia Small and Mid Cap Focus List #ausbiz #investing #stocks
– Update 3 in Rudi's Bear Market Diaries – bulls versus Armageddon – balancing comfort against risks http://bit.ly/1QSiujh #ausbiz #stocks
– Ord Minnett believes Aus banks trading 15–20% below fair values. Prefers Westpac (WBC) #ausbiz #investing #stocks
– Morgan Stanley believes market too cautious on Super Retail's (SUL) Leisure division. Overweight. Target $10.60 #ausbiz #investing #stocks
– Nasdaq closes above 50-day average for 1st time this year. S&P 500, Dow, Nasdaq also had best 1st day to a month since Jan 2013
– Global Equities: up to 10 countries with positive YTD returns, top 9 are all Emerging Markets. S&P: -2.8% YTD.
– Noted: Dennis Gartman went short US #equities last night #ausbiz #investing #stocks
– The Zinc Price Story Finally Becomes More Compelling http://seekingalpha.com/article/3943626-zinc-price-story-finally-becomes-compelling?source=feed_f … $UUP $ZINCQ $UDN $JJC $USDU $CPER $CUPM $GLCNF $VEDL $NYRSF
– This milk you've never heard of is rocking the dairy world http://bloom.bg/1pl7z5v
– Goldman Sachs sees "elongated bear market" for #commodities with over-supply, low prices to stay for longer #ausbiz #investing #stocks
– Rba statement is so 2015. Hello we're now in 2016 and challenges getting harder
– Replacing "may" with "would" in today's statement, has RBA just flagged it is preparing for rate cuts later in 2016? #ausbiz #investing
– So China has decided to keep releasing terrible econ data until the Fed relents
– Nomination for best titled research report thus far: The best way to get out of a hole is to stop digging (Goldman Sachs on miners) #ausbiz
– Slater & Gordon (SGH) still too much risk for our liking, reports Macquarie. Underperform, target 66c #ausbiz #investing #Stocks
– BREAKING: China central bank cuts reserve requirement ratio by 0.5 percentage points http://cnb.cx/1LpHps7
– Uh-Oh. Morgan Stanley lists 10 reasons to stay Underweight Woolworths (WOW). Reduces price target to $17 #ausbiz #investing #stocks
– CLSA found it all very disappointing. Cuts Woolworths' (WOW) price target to $20 (from $23). Retains Sell rating #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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