FYI | Dec 07 2012
By Rudi Filapek-Vandyck, Editor FNArena
I joined Twitter. Not because I am curious what this celebrity has to say about her kids, or to read that another one is waiting for a connecting flight, impatiently. Twitter allows me to follow news and commentary sources such as Dow Jones' Marketwatch, Bloomberg News and the Wall Street Journal. It assists me in keeping up with what is happening across the globe, while I am observing and analysing financial markets myself.
While I am on Twitter, reading a quote here and a news flash there, I offer my own succinct insights and commentary. Those amongst you who have already discovered the virtues of a Twitter account can add my Tweets to their daily news via @filapek.
For those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:
– Biggest threat for investors is not missing the rally, but jumping on torpedoes (and it hurts) http://bit.ly/SQX0Sr
– Cash on the sidelines is moving, slowly. November Investor Sentiment Survey http://bit.ly/WMBxtx
– Interesting… BBY no longer rates TEN shares as investment grade. Suggests some insiders may target de-listing. Underperform, 20c target
– Goldman Sachs predicts trend for gold will turn in 2013 on improving performance US economy. #Gold prices essentially seen moving sideways
– JP Morgan thinks spread between WTI-Brent is portend of diverging dynamics. Citi sees Brent at US$95/bbl by end-2013
– Is the 'Apple' indicator signaling all is not well with US equities? http://goo.gl/uV1Zz
– The low hanging fruit of fraudulous Chinese companies has been picked, but what about the rest? Quite a revealing story http://goo.gl/r5pId
– CBA thinks #RBA now close to end of loosening cycle, though further rate cuts not impossible if economy weakens, non-mining in particular
– Message to general commentariat: RBA is focused on re-balancing Oz economy and construction can still do with a little extra help…
– On Monday, I warned FNArena subscribers to be mindful of torpedoes in the share market (e.i. profit warnings). Today, Stockland delivers
– JP Morgan still convinced market too optimistic on Fleetwood. Sees more weakness short term. Further out, even JPM sees return growing divs
– Notes Citi: healthy balance sheets, low debts and flush with cash but there's no M&A activity around the globe. Rising debt costs the worry?
You can add my regular Tweets on Twitter via @filapek
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