Your Editor On Twitter

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By Rudi Filapek-Vandyck, Editor FNArena

I joined Twitter. Not because I am curious what this celebrity has to say about her kids, or to read that another one is waiting for a connecting flight, impatiently. Twitter allows me to follow news and commentary sources such as Dow Jones' Marketwatch, Bloomberg News and the Wall Street Journal. It assists me in keeping up with what is happening across the globe, while I am observing and analysing financial markets myself.

While I am on Twitter, reading a quote here and a news flash there, I offer my own succinct insights and commentary. Those amongst you who have already discovered the virtues of a Twitter account can add my Tweets to their daily news via @filapek.

For those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:

– Moelis on #Ausenco: the scale of this downgrade when the full impact of global downturn is yet to bite should prompt any investor to review

– UBS maintains profit expectations for FY14 in Oz remain too high. Thinks 6% growth ex-resources feasible. Weak AUD main support #Investing

– CS on HSBC #China PMI: bad across the board, but do not believe the latest PMI data will trigger an imminent policy stimulus in response

– Warning from CIMB: "feels like" more write-downs are coming from #Boral (BLD) #equities #Investing

– Macquarie states ICSG data likely overstated #copper surplus in Jan-April, but supports view copper surplus set to increase through H2 2013

– Citi reports #miners are able to shift more and more risk unto engineers and contractors. This increases risks and downward margin pressure

– Recap: so now econ growth momentum is building in EUR+US, but slowing in China/Asia while corporate profits in US non-exciting? #equities

– Oz #equities today: IG are calling the ASX 200 dead flat at opening, but #gold and other #miners might open the day with upward momentum

– CIMB suggests projected EPS growth 9%+ FY14 needs to be more than halved. Risk of disappointment in transport, mining, and mining services

– It'll simply continue rising. Citi summarises prospects for Japanese #equities market

– Interesting tidbit: over the past 10 years, 9 of the 10 macro S&P sectors have declined from here into the first week of August #equities

– Jeff Kleintop, chief market strategist LPL Financial, calls it "Walking Dead" market: must fend off many macro and micro economic threats

– It's compelling as a story, but not at current price. UBS initiates coverage Virtus Health ((VRT)) with $7.50 valuation, Neutral rating

– Macquarie reiterates it sees the #gold sector as an underperformer relative to the broader share market over short to medium term #equities

– A new trend? Macquarie (also) says #gold potentially found a floor. Focussed on balance sheets for gold #equities in Australia

– Cit's Levkovitch: #equity indices may be ready for pullback given rally since mid-June and likely need to trim both 2H13, 2014 EPS estimates

– NAB calls it the "Alice in Wonderland economics" where bad news is good news, as it impacts on expectations for Fed tapering #equities

– Dennis Gartman has become a buyer of #gold again (though in EUR and in JPY). Gold in USD breaking out to the upside on back of weaker USD

– JP Morgan analysts believe spot #Gold is close to its bottom based on recent data around price elasticity of supply and demand

– UBS argues Oz economy needs softer AUD to be genuinely stimulatory. Lowers mid & end 2014 AUD target to USD0.85 (was USD0.90)

– Standard Bank: Freight volumes China continue show significant drops both YTD, y/y. Historically, has been reliable indicator #commodities

– Macquarie research suggests short covering has been the main driver in base #metals markets in recent trading sessions #commodities

– Citi maintains super cycle is over. Returns #commodities likely negative to mid- 2014. Individual fundamentals to drive multiple 'unicycles'

– Citi maintains #equities remain investors' best friends medium term, with returns projected strongest in EM, Europe, Japan and then the US

– One day after the fact: both Orica ((ORI)), Santos ((STO)) receiving multiple downgrades today. Santos more of a timing issue, but Orica…

You can add my regular Tweets on Twitter via @filapek

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