FYI | Oct 10 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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– ClearView shares have risen 35% past 2 mths, but are investors ignoring need for (more) capital to fund growth? WilsonHTM thinks so #ausbiz
– JP Morgan turns "constructive" on #copper miners. Upgrades OZL and SFR to Overweight. Sees alternatives for investors looking ex-ironore
– Nail in contractors' coffin? Citi analysts note BHP's Pilbara operations today have no contractor run mines. This used to be 80% contractor
– Overnight: US #equities rally. #Oil down. #Gold down. Base #metals mostly weaker. #ironore down 20c to US$79.80/t. A$ US88.45c #ausbiz
– Macquarie shifts first Fed rate hike to July from March 2015, hikes to be very gradual via 12.5bp increments per meeting #ausbiz
– Macquarie research suggests 20% of corporate debt in #China held by companies that don't generate enough earnings to cover interest payments
– Probably showing off my nerdiness, but I find this daily battle between bulls and bears in the local share market quite intriguing #ausbiz
– People who predict stock-market crashes in bull markets always look like idiots… until the market crashes – http://bit.ly/1vLg3jF
– Standard Life: moral to this story is strong US growth still necessary but no longer sufficient to generate strong global growth #ausbiz
– Morgan Stanley retains #copper as one of most favoured #commodity exposures. Likes OZ Minerals in particular #ausbiz
– It's a smug Citi that again declares "Super Cycle is over", noting Commodity indices back at 10 yr lows, no short-term reprieve on horizon
– Results of September Australian Investors' Sentiment Survey: Short term weakness puts dent in overall confidence http://tiny.cc/v25bnx
– Aussie banks financial reporting coming soon. Investors should expect 5% EPS growth, 3% ordinary DPS growth for 2H14 says Goldmans #ausbiz
– Citi sums it up nicely today:"More for Less; Good for BHP but Bad for Iron Ore" – and that is the way it's going to be #ausbiz #ironore #BHP
– One way of putting it: equity markets have a running nose, not the flu, says Glushkin Sheff's Dave Rosenberg #ausbiz #investing
You can add my regular Tweets on Twitter via @filapek
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