FYI | Feb 07 2014
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:
– UBS calls 2014 Year of the Shareholder (in #mining sector). Investors should focus on degearing, cash flows and volume expansion #investing
– Concludes JP Morgan: global market for #ironore can absorb the new supply in 2014 without a detrimental impact on prices #commodities
– #Fortescue Metals (#FMG) selected by Citi as top ranked global number 1 stock in Materials sector #commodities #investing
– David Rosenberg: So many commentators have been calling for Chinese implosion for so long, Samuel Beckett could write a Godot sequel abt it
– Ooops! Chinese traders return from week-long holiday and spot #ironore drops by US$1.40 to US$121.00 a tonne #commodities #investing
– Trading Tips from Morgan Stanley: stocks to rise over coming weeks: AHE, BKN, CDD, CSV, IVC, MIN, OKN and TOX; UGL to weaken over 2 months
– Dennis Gartman: We fear that this market has quite some way to fall before health is restored… 1475 seem not that too egregiously bearish
– Morgan Stanley believes Fortescue (#FMG) is likely to miss guidance at FY result, but it doesn't matter as investment thesis still intact
– Interesting: economists at BA-ML maintain view risks remain to downside Australian economy, RBA to cut in H2, possibly in August #investing
– Citi strategists believe EPS trends in the USA should support a 7%-like #equities market advance in 2014 #investing
– David Rosenberg probably summarises it correctly: #equity markets are shaking off "bullish complacency" from 2013, Fed Taper just an excuse
– Melbourne-based PM Andrew Sisson is approaching Australia’s share market with cautious optimism for 2014. http://bit.ly/LCYfFQ
– BBH: Given multi-year rally in EM assets, current repricing process is likely to continue for much of 2014. More weakness ahead for EM FX
– BTIG Strategist Dan Greenhaus finds forward return prospects for US #equities post this correction will be much more attractive #Investing
– Woodside (#WPL) shares (declining growth profile) are probably near support as prospective 2014 dividend yield has now risen to 7.1%
– IG Market's Evan Lucas: #copper has not had ten-day losing streak since 1997. Overnight marked ninth consecutive day of losses #investing
– So far in 2014 the S&P 500 has fallen 2%+ on 2 occasions, something that occured only 5 times in the preceeding 2 years $ES #ausbiz
– Soft entry into 2014 continues for global risk assets. Pretty much everything down overnight, except, of course, #gold. AUD/USD is 0.8750
– Wait until volatility subsides before moving into Emerging Markets #equities and #currencies, advise UBS global strategists #investing
– CS has added Rio Tinto (#RIO) to the CS Focus List, predicting company will revisit capital management history in 2015 #commodities
– Interesting: CIMB equity strategists believe shorts in #ironore stocks will be forced to cover in February reporting season #investing
– BA-ML: We see risk to #China ’s economic and financial stability in 2014 from potential People’s Bank of China (PBoC) policy missteps
– NAB maintains downward pressure to show itself for #ironore prices from H2 onwards; trending down to around US$100 a tonne by year-end
– Interesting read about prospects for US #equities (lots of fundamental charts) http://bit.ly/1cL1NjX #investing
You can add my regular Tweets on Twitter via @filapek
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