FYI | Mar 18 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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– Defensive stocks can help investors survive choppy markets http://ow.ly/ZDMOq
– Citi adds NCM & STO to its Focus List Australia/NZ, while removing ILU & IPL #ausbiz #investing #stocks
– The answer to all investor questions – no exceptions #ausbiz #investing #stocks
– Yes, there may come a time when it is the time to sell, but we do not believe that time is now (Raymond James' A Adams) #ausbiz #investing
– "So long Sam, thanks for the balance sheet" Deutsche Bank shows its appreciation for Rio Tinto's Sam Walsh #ausbiz #investing #stocks
– CLSA upgrades Sigma Pharma (SIP) to Buy with price target of $1.10 on growth potential beyond PBS #ausbiz #investing #stocks
– Year over year, industrial production dropped 1 percent in February http://bit.ly/22kmFcY
– Trading idea from Morgan Stanley: @FortescueNews (FMG) shares to fall over next 60 days following recent strong rally #ausbiz #investing
– Just found out…my eBook is in the Best Selling Top 20 for "stocks" on Amazon Australia #ausbiz #investing #stocks
– Allianz: Even by the end of next year, oil prices are unlikely to exceed the USD50/bbl mark #ausbiz #crudeoil #investing #stocks
– See the latest edition of The Bear Market Diaries: http://bit.ly/1Rkb4Wb thanks to @Filapek for sharing. #ausecon
– Mark Hulbert: If you want to know what a bear-market rally in stocks looks like, the past month has been a sterling example #ausbiz #stocks
– Deutsche Bank: global outlook broadly unchanged, growth better than feared but still set to fall to slowest pace post-crisis #ausbiz
– #China won't suffer "hard landing" as long as we stick to reform to enhance the market vitality: Premier Li #NPCLive
– #China's commercial banks have capital adequacy ratio of over 13%, higher than int'l standard: Premier Li #NPCLive
– Commodities' rally lacks much fundamental substance, plus #crudeoil better not rally any further http://bit.ly/1TMCFQ7 #ausbiz #investing
– Bottom line, concludes Morgan Stanley, there will not be growth acceleration in H2 2016. Plus risks are higher #ausbiz #investing #stocks
– Back to base! #ironore continues to come back to earth, down US$3.80/t or 7.4% to US$51.70 a tonne overnight #ausbiz #investing #stocks
– Fed Gov: “monetary policy tricks are not going to do it” re longterm decline in trend growth https://goo.gl/4puq7i
– PIMCO’s Greg Sharenow called bottom of oil market in January; what he sees now: #Barrons http://pim.co/ZmOrl
– Deutsche Bank: An aggressive Fed would likely trigger a fresh bout of dollar strength and financial tightening #ausbiz #investing #stocks
– Deutsche Bank: Brexit is a substantial risk for financial markets. Bullish for USD and US yields, bearish for equities #ausbiz #investing
– Structural headwinds from 3 key challenges will keep #China stuck in a downward growth trend, concludes Morgan Stanley #ausbiz #investing
– Economic outlook has become worse and markets have gotten better, concludes Morgan Stanley. Time to turn more defensive #ausbiz #stocks
– UBS: stock prices of most of the stocks we cover appear to already fully factor in a significant recovery in oil prices #ausbiz #crudeoil
– Bell Potter downgrades Medibank Private (MPL) to Hold following share price upswing. Target $2.97 #ausbiz #investing #stocks
– Macquarie cuts BHP, S32 and OZL from Neutral to Underperform, remains negative on coal, alumina, mineral sands exposure #ausbiz #investing
– The U.S. stock market started the week calm, but there's more going on beneath the surface http://bloom.bg/1QYyrz4
– Oz share market has a new theme: Resources: Running Ahead Of Reality (title of Macquarie research report today) #ausbiz #investing #stocks
– Morgan Stanley cuts #ironore price average to US$38/t 2016/17, lifts to US$51/t for 2018; downgrades FMG to Underweight #ausbiz #investing
– ANZ: Further improvement fundamentals required to drive oil prices higher. No fundamental reason for 18% one day rally #ironore #ausbiz
– CLSA upgraded Gateway (GTY) to Buy post latest acquisition. Price target $3.14 #ausbiz #investing #stocks
– Bell Potter on Tourism sector: The younger generation love to travel but the oldies is where the growth is! #ausbiz #investing #stocks
– Macquarie on #ironore: we are nervous as to how much upside is possible from here #ausbiz #investing #stocks
– Morgan Stanley says too early to turn positive on #equities; suggests fading the rally #ausbiz #investing #stocks
– Technician: Bear Market Rally; Gold Gets a Buy Signal http://dlvr.it/Km0LSC
You can add my regular Tweets on Twitter via @filapek
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