FYI | Apr 24 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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- ANZ: Softer-than-expected PMIs suggest that despite a flood of policy stimulus the global economy has not yet got its act together #ausbiz
- Aha! NAB officially changes its RBA cash rate forecast to no cut in May due to better data recently #ausbiz #investing
- UBS declares: believe the challenge to grow Medibank (MPL) deserves further attention. Rating Sell, $2 price target #ausbiz #investing
- Goldman Sachs initiates coverage on A2 Milk (ATM) with Buy and NZ$0.79 target as international potential not yet priced in #ausbiz
- Speculation infamous Plunge Protection Team has been supporting US #equities this month. 'No correction since 2012' remains valid #ausbiz
- US #equities too expensive for comfort? Check out this marvelous chart (data going back to 1988) http://e.businessinsider.com/public/4238781
- Deutsche Bank strategists add Flight Centre and REA Group to their Model Portfolio. Stay positive on #banks , Australian economy #ausbiz
- Dennis Gartman points out: US #equities continue to put trend lines to a test, but they hold firm. No choice but to remain bullish #ausbiz
- Morgan Stanley suggests AMM, SHV or CCP might be included in ASX200 now that SingTel is about to leave the ASX #ausbiz
- As Fed rate hike becomes more imminent, Citi reduces #gold price forecast to average US$1,190 in 2015 #ausbiz #investing
- Hidden barriers. Sometimes a stock can be held back by something that's not obvious. My Weekly Insights http://goo.gl/evZ9Vd #ausbiz
- Noted. Citi analysts observe Rio Tinto's #ironore production disappointed in Q1. Imagine the price if this hadn't been the case… #ausbiz
- Morgan Stanley sees potential for correction in #equities as Emerging Markets' corporate results likely to disappoint in Q2 #ausbiz
- Deutsche Bank sees US bonds, currency moving sideways into 2016 as Fed will not be "leading" #ausbiz #investing
- UBS has done the capex data analysis: "Business investment likely to fall for 4 consecutive years – dragging down GDP" #ausbiz
- Latest anti-gold government decision in India has the potential to really hurt #gold, warns Dennis Gartman #ausbiz #commodities #investing
- Uh-Oh. Citi economists conclude "the diagnosis that the US economy has healed from the 2008 trauma may be overstated or incorrect" #ausbiz
- Deutsche Bank maintains RBA likely to cut in May, but admits increasing risk the February move might end up as ‘one and done’ #ausbiz
- Morgan Stanley predicts: cyclical recovery #crudeoil will be slower and will take longer. Prefers Oil Search and Origin Energy #ausbiz
- Observation: US Treasuries suggest market not anticipating first Fed rate hike until December 2015, with tepid pace throughout 2016 #ausbiz
- Observed: some brokers have started to upgrade their ratings for Fortescue Metals (FMG). Bell Potter moved to Buy, Target $2.48 #ausbiz
- A good day to own #resources stocks after China surprises markets by cutting the Reserve Requirement Ratio (RRR) by 100bps over the weekend?
You can add my regular Tweets on Twitter via @filapek
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