FYI | Mar 06 2015
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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- So how disappointing was the February reporting season really? And what are the consequences? My in-depth dissection http://tinyurl.com/ndap8dq
- A bull market is like sex. It feels the best right before it ends (dixit Warren Buffett) #ausbiz #investing
- ANZ Bank maintains forecast that #China 's economy will expand 6.8% in 2015, below new target of 7% #ausbiz
- UBS has lifted ASX200 year-end target to 5900 from 5700 on lower bond yields, but still doesn't see compelling value equities #ausbiz
- Morgan Stanley's house view is now that US Fed will delay its first rate hike until March 2016 #ausbiz
- Ooops. Macquarie now suggests next RBA cash rate cut could be delayed until August #ausbiz
- Observed: CIBC no longer expects further rate cuts from BoC. Hmm. What if the same scenario unfolds at the RBA? #ausbiz
- Is Woolworths now a screaming buy? (Of course not!) And what's wrong with Orica? My Weekly Insights: http://tinyurl.com/mka3doq #ausbiz
- Goldman Sachs has added CVO and SRX to and removed KMD from the Australia Small & Mid Cap Focus List #ausbiz
- Observed: Goldman Sachs has a 12-mth price target for CSL of $107 #ausbiz
- ANZ Bank predicts #China ’s 12th National People’s Congress will lower GDP growth target to 7% from 7.5% #ausbiz #commodities
- UBS strategists suggest ASX200 is peaking. Only way forward is side-ways, but more likely set up for correction #ausbiz
- Deutsche Bank post RBA meeting: On hold, but a very clear easing bias in the post meeting statement #ausbiz
- ANZ Bank conclusion post RBA meeting: Not today, next month #ausbiz
- Trading tip from Morgan Stanley: Myer (MYR) shares to outperform ASX200 over next 30 days #ausbiz
- Spotted: lowest price target for Woolworths (WOW) post Friday's shock disappointment: $24 by Morgan Stanley #ausbiz
- And the prize for broker report headline for the day goes to Macquarie which printed "Looking For Work" on top NRW Holdings (NWH) #ausbiz
- Citi's conclusion is the fall in global bond yields is part of a process that has not yet run its course over the medium term #ausbiz
You can add my regular Tweets on Twitter via @filapek
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