FYI | Sep 20 2013
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:
– BA-ML does not believe domestic cyclicals are to be bought; prefers non-domestic growth exposure. Target ASX200 5400 year-end #equities
– FNArena is gauging Investor Sentiment in Australia – survey only takes up 5 minutes! Thank you for your contribution http://goo.gl/BortB8
– Macquarie finds most #metals markets well supplied and Chinese prepared for any disruptions from Indonesia. Lead and tin exceptions?
– Citi (already raging bull US #equities) declares bull market re-rating for European equities; sees above average valuations for 2014
– Dennis Gartman is worried a short term correction is upon us for US equities, points at near classic reversal signal for Nasdaq futures
– Dennis Gartman: Technically, both Brent and WTI appear inordinately vulnerable. It is difficult, if not impossible, to be bullish of crude
– Macquarie believes internet giants ready to lure ad dollars from TV stations. The next disruption that is not yet on investors' radar?
– Citi lifts targets for S&P500 to 1900 by year-end 2014 (up circa 12% from here) and for DJIA to 17000 on money inflows, positive sentiment
– Market observation made by BAML: The holder of a 30-year US Treasury bond is enduring a stunning annualized loss of 21.0% thus far in 2013
– Maintains BA-ML: Asset markets will NOT do as well in next 5 years, no matter what “nouveau bulls” say. Central banks to be less generous
You can add my regular Tweets on Twitter via @filapek
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