FYI | Aug 09 2013
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:
– Trading ideas from Morgan Stanley (60 days ahead): up CQR, DXS, WDC,WRT, GPT and down Iluka (30 days view) #equities
– Uh-Oh. Title above Goldman Sachs report today: sunset of the iron age and the coming shift to oversupply. Projects US$85/t by 2015 #ironore
– Overnight prices: #metals up on #China data surprise, but crude oils down on expectations increased supply. #ironore steady at US$133.10/t
– Book Review: The Wealth Code 2.0. How the Rich Stay Rich in Good Times and Bad http://tiny.cc/fdch1w
– UBS analysts are positioned touch below consensus for Oz building materials stocks, and worried about FY14 estimates. Most report on Aug 21
– AMP Capital cut global equities to neutral, 1st time since 2011
– Post today's FY13 results release: and that's why FlexiGroup (#FXL) is trading on a high PE multiple – market rewards those who perform
– And here's my take on the outlook for #gas prices on East Coast in Oz: winners and losers in years ahead http://goo.gl/176ntM
– BA-ML suggests it is now too late for any government action to have a material impact on #gas prices on Australia's East Coast in near-term
– Macquarie suggest #China data likely stabilising in Q3, but could fall further in Q4. Says policies still not supportive enough #commodities
– BA-ML believes tide is slowly turning in favour of risk assets. #Mining stocks and #commodities making a return? Still time to be selective
– #China appears to be considering end to one child policy. Will we see announcement of Two-Child Policy shortly? Market speculation is rife
– BA-ML reports Oz domestic consumer environment outlook appears incrementally worse, looks for offshore momentum with Crown, TWE and CSL
– New study estimates approx 50% share market returns over last 20 years have been sourced from dividends and associated franking credits
– Surely punters must get excited about #MMS with Tony Abbott declaring "this Fringe Benefits Tax change won't happen"… #election #equities
– Stockbrokers very much liked Downer EDI's (#DOW) results, calling it the true sector stand-out, but they remain cautious on Cochlear (#COH)
– Is it just me or is this market looking out of breath? Time for a pause, I'd say. Meanwhile, China spot #ironore gained US$1.20 to US$131.40
– Morgan Stanley warns: the real downturn for #mining services providers has yet to reveal itself. Cut all stocks to Underweight, except WOR
– Blackstone's Byron Wien is worried about US corporate profit margins and suspects we are near the peak. Is Fed support enough to compensate?
– Economists at JP Morgan see solid foundations in place for better growth in H2 2013. Colleagues at UBS agree. US GDP growth poised to lift
– As promised this morning on Sky Business with @brookecorte: JP Morgan's research on threat for capital raisings http://bit.ly/19H5IO6
– UBS sees hope for Oz: AUD commodity prices at a 1-year high and AUD drop historically should clearly support non-mining business investment
– JP Morgan believes things falling into place for broad pick up econ growth in months ahead, but sees damaged global corporate profitability
You can add my regular Tweets on Twitter via @filapek
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