FYI | Sep 02 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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– CommSec pays $700k in fines http://bit.ly/2bNXUNX #businessnow
– Morgan Stanley believes turn earnings cycle required to justify stretched ASX200 valuations remains just a prospect at this point #ausbiz
– Canaccord Genuity initiates coverage on Medusa Mining (MML) with SPECULATIVE BUY, $1.35 target price #ausbiz #XJO #gold #investing #stocks
– CBA: History provides an ominous warning for tonight's US payrolls report (via @BIAUS) http://www.businessinsider.com.au/cba-history-provides-an-ominous-warning-for-tonights-us-payrolls-report-2016-9 … #ausbiz
– Post extensive research CLSA believes the housing cycle has peaked and new construction will decline over the next two years #ausbiz #XJO
– ANZ Bank predicts: any further appreciation in #commodities prices will be hard fought and limited #ausbiz #XJO #investing #metals
– Cost control remains front of mind for corporate Australia. Investors paying attention? My Weekly Insights http://bit.ly/2cdGls7 #ausbiz
– Citi on #crudeoil: OPEC Hot Air and Short Covering can only take Oil so High. September is the Cruelest Month for Oil Bulls #XJO #ausbiz
– UBS strategists have kept their year-end target for ASX200 at 5500 #ausbiz #XJO #investing #stocks
– Macquarie believes #ironore prices should stabilise closer to US$50/t for the remainder of 2017 #ausbiz #investing #XJO #stocks
– Ord Minnett has left year-end target for the S&P/ASX 200 Index of 5,500 unchanged #ausbiz #investing #stocks #XJO
– Morgan Stanley has downgraded CBA, upgraded ANZ on expectation of relative derating & rerating respectively #ausbiz #XJO #banks #investing
– Citi's UK resources research team has downgraded #miners outlook to Bearish on 6 months view #ausbiz #XJO #investing #stocks #metals
– The UBS bank team view is that more capital will be required and these raisings are more likely to occur in CY17 #ausbiz #XJO #banks
– Macquarie concludes: "Secular stagnation is becoming a generally accepted description for the world" #ausbiz #investing #XJO #stocks
– Shaw advises investors to remain cautious. The world is an uncertain place, financial assets are not priced for this #ausbiz #XJO #stocks
– Noted: CS strategist sees sideways #equity markets into year-end. Investors should focus on alpha rather than beta #ausbiz #XJO #stocks
– Citi analysts anticipating "robust" profit report from Adelaide Brighton (ABC) tomorrow, plus special div #ausbiz #investing #XJO #stocks
– Goldman Sachs reports more aggressive inventory destocking among Chinese resellers puts risk to downside for A2M, BAL #ausbiz #XJO #stocks
– This Australian mining company is now paying shareholders in gold http://bit.ly/2bNmmPV
– How predictable, indeed. CLSA's response to Ramsay's (RHC) FY17 guidance is: "looks conservative" #ausbiz #XJO #investing #stocks
– Looks like SurfStitch (SRF) delivered yet another example of "cheap for a reason". A very good one, it appears #ausbiz #XJO #investing
– Never a positive signal: Morgan Stanley ceases coverage on Medusa Mining (MML) #ausbiz #XJO #investing #gold #stocks
– California almond haul could crack records, sparking supply concerns
– Relatives used to always nudge me at weddings and say "You're next". They stopped when I started doing the same thing to them at funerals
– Ooops!? Stockbroker Moelis responds to Estia Health's FY16 release: "Not much to like here" #ausbiz #XJO #stocks #investing
– Morgan Stanley Asset Allocators move Underweight bond proxies in Australian share market #ausbiz #investing #XJO #stocks
You can add my regular Tweets on Twitter via @filapek
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