FYI | Aug 16 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:
– Short term ideas by Morgan Stanley: long Aurizon, Evolution Mining, Medusa Mining, Perseus Mining, short Brambles and Wesfarmers #equities
– JP Morgan analysts report Rio Tinto (#RIO) stands to benefit most in #Resources sector from potential Coalition Government in Australia
– Citi calculates large #miners collectively are likely to remove 8-12% of world production that was expected to occur by 2020. Higher prices?
– What is scaring (some) investors in US is repeating Hindenburg Omen signals in short succession, historically preceded large corrections
– Uh-Oh. Overnight DOW fell through its 50-day moving average and is on track for its biggest weekly drop in nearly four months #Investing
– Citi suggests current #China recovery will only last one quarter; anticipates softening again in Q4 #commodities
– CBA profit since 1997, using the statutory measure. pic.twitter.com/J7CgrlnP3i
– Citi sees few (if any) reasons to turn bullish on #gold equities. Suggests unwinding of what used to be crowded trade has further to run
– Citi strategists continue to see favourable outlook for US equities on 1-2 year horizon. They do anticipate "bull fight" coming shorter term
– BA-ML: latest fund managers surveys are best contrarian signals: long EM, Gold, Bonds and Utilities, short US; USD; Nasdaq and Banks
– BA-ML maintains positive momentum only temporary in #China, but also believes market sentiment to remain supportive until mid-October
– Bradken (BKN): reading through research post FY13 report, there's underlying theme: analysts are not buying the "bottom is behind us" mantra
– BA-ML INCREASED #ironore price forecasts by USD12 to USD131/t for 2013, FY14 estimate by US$15/t to US$121/t. Big impact on miners profits
– JP Morgan sees more and more signals in support of its Overweight call on #Commodities; predicts volatility to increase, idem inflation
– My 2 cents on Sunday's Leaders Debate: I saw a lot of calculated moves and ideas, but any passion was excruciatingly missing. Sign o' times?
You can add my regular Tweets on Twitter via @filapek
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