FYI | May 30 2014
By Rudi Filapek-Vandyck, Editor FNArena
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.
Investors can follow me on Twitter via @filapek
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– Trading Idea from Morgan Stanley: Origin (#ORG) shares to outperform ASX200 over next 30 days as management updates market, incl APLNG tour
– Stern warning from Citi: #silver is expensively priced, and poised for weakness, while share prices are at a premium. Sell. Sell. Sell
– Never underestimate the potential for #commodities to surprise (downside AND upside) – see uranium. #China #ironore -1.1% to US$95.7/tonne
– Dennis Gartman says #gold poised to test US$1200/oz tech support, and it will not hold (!!) #investing (He's not making himself popular)
– PRESENTING: 30 Of The Best People To Follow On Twitter For Australian Economics And Markets News – http://bit.ly/1nwbvxP
– The Results are in for Australian Investors Sentiment Survey in May. You have become most cautious since late 2012 http://tiny.cc/kcjlgx
– Brazil to win WC Football, predicts Danske Bank. Argentina runner up and Germany third. Spain poised to disappoint. What about Belgium?
– Yes, US #equities near all-time highs and #metals following pos sentiment, but #gold ? And #ironore ? Down US$1.30 to US$96.80/t #ausbiz
– JP Morgans' Dynamic Allocation Timing Model currently suggests Financials will outperform Resources. Model has returned 20% pa past 20 years
– Deutsche Bank has initiated coverage on Syrah Resources (#SYR) with Buy rating and $6.20 price target #graphite #ausbiz
– Worried about rate hikes coming in 2015? Don't. History shows #equities should perform well. My Weekly Insights http://tiny.cc/reojgx
– Says Morgans: bad news is the boom for #commodities is well and truly over (2008). Good news is, the bust is over too! Time to spot value?
– Says Nomura: It is foolish to not listen to the market, but equally foolish to always believe everything it says. Decides to go long risk
– Dennis Gartman admits: I was wrong retreating to the sidelines of US #equities, but at least I wasn't foolish enough to go short #investing
– Morgan Stanley sees value amidst shrinking returns miners, seeks asset quality and domestic assets: FMG, BHP, ILU, OZL, SFR, PNA, RRL, WHC
– Under the pump for longer: Morgan Stanley reiterates Underweight on mining services providers Orica, Downer, Monadelphous, Leighton and UGL
– JPMorgan sees no collapse, but increasing risk for slowdown in #China property market with potential noticeable consequences #ausbiz
– Overnight price action: spot #gold up US70c to US$1,292.40/oz. #Ironore up US$1.10 to US$98.60/tonne #ausbiz #investing
– Remarkable. CLSA analyst returned from Perth visits to mining services companies and returns with "most negative feedback" ever! #ausbiz
– Observed: Goldman Sachs has kept Neutral rating for Xero (#XRO) with a NZ$35 price target, just above where the price is now #investing
– UBS economists point out recent forward indicators Australia suggest noticeable slowing ahead growth momentum, questioning timing RBA hikes
– GOD: If you say something stupid and then defend it by saying "I have a right to say it," you've now said two stupid things
– Remarkable. #ironore spot in #China finds it hard to climb back above US$100/t. On Friday, import Fines 62% fell US$1.30 to US$ 97.50/t
You can add my regular Tweets on Twitter via @filapek
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