FYI | Nov 22 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:
– Wordplay of the week: "Equities Rule, Bonds Drool, and Gold’s a Fool" state strategists at BA-ML. Lower liquidity, higher volatility in 2014
– UBS does not see 2014 upgrade cycle on moderate growth and easing commodity prices, but earnings growth should announce itself moderately
– Wordplay of the day: Qantas – hard landing looming, predicts Morgan Stanley. Sees huge losses FY14 and FY15, but no need for capital raising
– Citi strategists advocate becoming more selective in cyclical stocks. Favours MQG, FBU, and IPL in its recommended portfolio #investing
– Rekenthaler Report: On Jeremy Grantham's Latest http://ow.ly/r2Xme
– CIMB notes headwinds remain for Oz consumer spending this year, still expects Xmas spending will surprise positively this year #investing
– Says Dennis Gartman: the next leg up for USD has begun. He adds further short positions against JPY #trading
– Goldman's Top Ten 2014 Market Themes http://tinyurl.com/kmh38hd
– On Monday, I warned investors for being naive about risks surrounding companies like WorleyParsons http://bit.ly/1dio1f2
– Early warning: there's now a growing army of analysts contemplating prospects for lower #oil prices in the decade(s) ahead. Supply rules…
– GRANTHAM: The Market Bubble Isn't Here, But It's Coming http://read.bi/17LIP6Q
– #Commodities overnight: still Lake Placid. #China import spot #ironore Fe62% Fines closed at US$136.30, minus 0.70c or 0.51%
– Getting ready to give final presentation for 2013 to local members of ATAA in Canberra. Title: "Where Else Are You Going To Put Your Money?"
– JP Morgan's stock picks for year ahead: Crown, Sims, Brambles, CC Amatil and ResMed, to avoid: Fletcher Building, ALS Ltd and Cochlear
– Deutsche Bank maintains supply for #copper will be larger than demand in next 24 months; any rallies to remain short-lived #commodities
– Citi has lifted short-term price forecasts for #ironore, but sees surplus building from H2 2014. Lowers price estimate for 2015 to US$100/t
– Citi analysts see another year of mute growth ahead for commodities, setting up markets for renewed deficits later this decade #resources
– Interesting twist: CS analysis suggests current share prices Woodside, Santos too bullish future growth; only Oil Search seen as LT value
– FNArena's November Survey into Investor Sentiment in Australia – takes up 5 minutes – http://goo.gl/EzBQjT
– GRANTHAM: I Personally Think Stocks Will Head 20-30% Higher In The Next Year Or Two http://read.bi/I1I1VG
– OppenheimerFunds:The coming market may favor a more active #investing approach. #retirement @OppFunds http://bit.ly/HZTZie
You can add my regular Tweets on Twitter via @filapek
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