FYI | Oct 25 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:
– Not going to be good day for ResMed s'holders…shares down 13% post market US..GM ok, but miss to rev and EPS
– Current lift in Chinese #coal prices not sustainable, reports UBS. Remains concerned about over-supply #commodities
– CFA Institute sees new era investment behaviour,‘fiduciary capitalism’; LT asset owners prioritising beneficiaries’ LT interests #investing
– Dennis Gartman again highlights ominous break-down in crude oil futures, and moves to the sidelines amidst equities weakness #investing
– Go Figure! Macquarie survey in China points towards price weakness for zircon and TiO2 and Iluka's (#ILU) share price simply rises more..?
– Dennis Gartman warns of ominous signs in term structure WTI crude oil futures. Not a signal that belongs to a healthy bull market is his view
– Citi concludes US equity market is a bit ahead of itself in the very short term but has good prospects for 2014 with valuation still OK
– Equally remarkable: Morgan Stanley sees CBA shares outperforming ASX200 index over the next 60 days (see also NAB tweet earlier) #investing
– Interesting: Morgan Stanley believes NAB shares will underperform ASX200 index over next 60 days #investing #banks
– Note: latest NAB survey shows no evidence to date the bounce in confidence is leading to a pickup in prospective investment or employment
– Citi supports my own view on Oz Banks: expect to see profit upgrades post upcoming FY13 results, capital returns to remain in focus #yield
– Suncorp likely most exposed to NSW bushfires claims/damages, reports JPM. Both SUN and IAG have plenty of allowances, JPM adds
– Should the latest admission, and tax suggestions, made by IMF be on every investor's radar? http://goo.gl/quVjm5 #taxgrab #investing
You can add my regular Tweets on Twitter via @filapek
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