FYI | Oct 09 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 suggests EM bounce may not last into 2016; beyond Q4 "growth conviction remains elusive" #ausbiz #investing #commodities
Raymond James Chartist Jeffrey Saut says US #equities renewed downside attempt should begin mid-October into mid-November #stocks #ausbiz
BTIG reports many clients believe Fed may be on hold all of next year due to the general election in November #ausbiz #investing #stocks
Top note by @Filapek in @LivewireMarkets this morning re small cap industrials. Do yourself a favour and check it out. #ausbiz
The risks lie with RBA upgrading their 2016 inflation forecasts in the November Statement on Monetary Policy, says CBA #ausbiz #investing
Goldman Sachs projects S&P500 to rise by 2% year-end (target 2000). Target end 2016 is 2100, for end 2017 it's 2200 #stocks #investing
Small Industrials stocks have outperformed the broader Australian share market this year. One-off or a new trend? http://goo.gl/K44Tr0
Executives are more downbeat about the state global economy now than at any time this year, according to McKinsey’s latest survey #ausbiz
Saxo's Steen Jacobsen: academic studies show more than 80% of all returns in EM come from FX and not from owning bonds and stocks #ausbiz
Deutsche Bank: it is becoming increasingly uncertain whether the Fed will be able to raise rates in 2016 [no raise in 2015 either] #ausbiz
Investors should brace themselves for continued volatility and the possibility EM crises happen sooner rather than later (CommBank) #ausbiz
This is the day… when Blackmores (BKL) hit the $150 mark. What were you doing? Can you still remember when it crossed $100? #ausbiz
The markets don't believe a 2015 hike is coming http://bloom.bg/1LbBznf
Looking at overnight rallies… I guess it means we're back to bad news is good news again. Will the Fed ever get out of this? #stocks
Major reversal in view on US #equities by Dennis Gartman: turns unequivocally bullish after Friday's textbook reversal #investing #stocks
Deutsche Bank maintains: the Fed won’t hike in 2015 but you won’t be sure of it until January 1st, 2016 #ausbiz #investing #stocks
Deutsche Bank: disappointing jobs report raises risk more meaningful slowing in US economy, prolonged time out of Fed normalization #stocks
Glushkin Sheff's Rosenberg: Not a chance the Fed raises rates anytime soon. Calls NFP update weak in depth and in breadth #investing
BTIG's Dan Greenhaus: investors should rightly be debating whether the Fed can or should raise rates at its December meeting #investing
BBH called it: There is nothing good that can be said about the US jobs data. A Simply Dreadful US Jobs Report #stocks #investing
Parallels between US shares this year and the 2011 pattern. Similar pattern to 1998.
You can add my regular Tweets on Twitter via @filapek
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