FYI | Jul 03 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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- Morgan Stanley likes US
#equities. Thinks sentiment and expectations are too low. Expects positive surprises in H2 2015#stocks#investing
- Did Macquarie just go full bearish on
#Aluminium 's price outlook for the years ahead? (Answer is positive)#ausbiz#commodities#investing
- Dennis Gartman is "nervous" about prospects for US
#equities. Notes trendline has been broken. Sticks to market neutral position#investing
- Heard about the new phenomenon on the ASX? It's the minus 20% club and membership is growing, fast http://tinyurl.com/o2qxmf8
#ausbiz#stocks
- Latest update by
@DeutscheBank on#commodity prices forecasts triggered upgrade S32 to Buy, but downgrade FMG to Sell#ausbiz#investing
- UBS analysts maintain: Keep your powder dry. Opportunities in the
#banks are likely in coming months#ausbiz#investing
- "Remain cautious on the core underlying trends likely to emerge over the medium term". CS on IAG post Buffett-deal
#ausbiz#investing
- Morgan Stanley maintains RBA likely to cut by 0.25% in final quarter 2015; on hold next week
#ausbiz#stocks#investing
- FX traders should position for further weakening Kiwi dollar
#NZD suggest analysts@DeutscheBank#ausbiz#investing
- Deutsche Bank finds
#commodities starting to look attractive again, expects lows in prices during the second half 2015#ausbiz#investing
- Deutsche Bank sees more easing from RBNZ with OCR expected to fall to 2.5% this year
#ausbiz#investing#stocks
- BTIG: Dips are always buying opportunities..but not before people are done selling
#ausbiz#investing#stocks
- Stockbroker Moelis finds market expectations too high for G8 Education (GEM). Anticipates estimates cut ahead of FY release
#ausbiz#stocks
- Macquarie anticipates panic buying, at first, in T1 cities property markets in response to PBoC rate cut from weekend
#China#ausbiz
- GaveKal: challenges of slowing growth + high level debt will push
#China ever closer to zirp that already prevails in other major economies
- Trading Idea from (brave) Morgan Stanley: Mirvac (MGR) shares to rise over next 60 days following recent weakness
#ausbiz#stocks
- NAB economists on EU-Greece stand-off: "This will not be solved easily or soon"
#ausbiz#stocks#investing
- Expert commentary over weekend strongly suggests financial world was ill-prepared for EU-Greek stand-off, euro sold off
#investing#stocks
You can add my regular Tweets on Twitter via @filapek
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