FYI | May 31 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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- Citi sticks with #ironore price forecast of US$40/t for 2016-2018 as production costs fall and cheap expansions continue to impact #ausbiz
- Citi has cut long-run #ironore price forecast to US$55/t on falling demand + increasing availability scrap #ausbiz #investing #commodities
- What is the best protection against rising bond yields in the share market? Dividends + growth of course! http://goo.gl/jPTB4a #ausbiz
- Here's every major top call since 2009. On one chart. Incredible share @JBoorman -> http://stks.co/p293Y $SPY $SPX
- Observed: Macquarie analysts stick with a $100 target for CommBank shares #ausbiz #investing
- China's top banking regulator warns of rising credit risk – bad loans in Q1 were 56% of total for last year. http://reut.rs/1HEQcDz
- Trading Idea from Morgan Stanley: Lend Lease (LLC) shares to rise next 60 days following recent share price weakness #ausbiz #investing
- Trading Idea from Morgan Stanley: Monash IVF (MVF) shares to rise over next 60 days following recent weakness #ausbiz #investing
- ANZ Bank reports signs are emerging that the long awaited tightening in the #nickel market is not far away #ausbiz #commodities
- Bell Potter downgrades Pacific Smiles (PSQ) to Hold following rally, retains positive view longer term. Target $2.49 #ausbiz #investing
- Probably wrong timing but Morgan Stanley predicts Fortescue (FMG) shares will decline over next 15 days #ausbiz #investing
- Uh-Oh. With returns (ROE, ROIC) falling to 1980s levels, Citi thinks BHP & RIO likely struggle to meet progressive dividend policy #ausbiz
- Observed: Citi continues to forecast negative returns for #commodities as a group between now and mid-2016. Constructive on #equities
- Mohamed El-Erian: This cycle will end up being the “loosest tightening” in the modern history of central banking #investing
You can add my regular Tweets on Twitter via @filapek
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