FYI | Dec 13 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:
– Don't shoot the messenger, but… ahem, ahem… Today is the 13th, and it's a Friday too, and it's 2013… #enoughsaid
– It's been more than 2 months since we last saw more oversold S&P 500 stocks than overbought S&P 500 stocks. $SPY
– Noteworthy: Goldman Sachs happy to stay Underweight Fortescue (#FMG) post China visit. Supply growing faster, steel mills feeling more pain
– Goldman Sachs sees risk to US growth to upside in 2014. Lower fuel prices to underpin consumer spending, plus gvt less of a drag #investing
– CIMB names 2014 Year Of Great Rotation: global and domestic cyclicals to lead the charge, safe yield plays to be left behind #equities
– CIBC predicts global growth poised to surprise to upside in 2014. 4% not exceptional by historical standards, but good enough to surprise
– Saint Nicholas, also known as Santa Claus, died on December 6th, 346.
– Noteworthy: #BHP shares are threatening to end 2013 with negative return, even including for dividend payout. Fingers crossed Santa rally?
– My final Weekly Analysis for the year: Fed Tapering Ahead, And Unintended Consequences http://bit.ly/1kxtIE0 #investing
– Oz share market riskier than most appreciate (earnings growth yet to arrive). OZL latest victim disappointment, post QBE, WOR, AMP, others
– JP Morgan lowers #Brent #oil price forecasts to US$105.5/bbl for 2014 and further to US$100.3/bbl for 2015; in line with new trend this year
– BA-ML sees Fed tapering from March-Dec next year. US bond yield to rise to 3.75%. Materials stocks to outperform, yield stocks underperform
– Uh-Oh… Goldman Sachs concluded overnight: Here it comes, the December taper! FOMC meeting on Dec 17 #investing
– Someone's been having some fun in the Sunday Telegraph (read highlighted letters backwards): http://ow.ly/rBZST pic.twitter.com/nmaJkpwjGh
– UBS warns Newcrest (#NCM) needs gold priced A$1,450/oz. Sees negative free cash flow in FY14. Might require issuance new equity #investing
– BA-ML analysis: consensus 8% lift in profits for FY14 seems achievable. Industrials at risk due to "second half skew" + estim frothy margins
– Immigration Influx Buoys Australia Growth as Mining Boom Runs Out of Steam http://bloom.bg/1dj5g6N #auseco
– Trading idea from Morgan Stanley: Metcash (#MTS) shares to rise in absolute terms over next 30 days #investing
– Standard Life: believe that 2014 will be a battle between economic fundamentals and political obstacles, but #equities can move higher
– Inhaling the air in Beijing is equal to smoking 21 cigarettes a day.
– Concludes Dennis Gartman: time to short #gold is now passed us, but the time to go long may be some time yet into the future #investing
– #China is keeping liquidity tight in order to keep inflation under control, reports ANZ bank. Tightness to last at least until Chinese NY
– Macquarie's history lesson: #Resources typically had stronger returns in December with #REITs the weakest, #banks tend to underperform index
– #Nickel miners likely to see boost as Indonesian government sticks to intention to ban nickel exports from January 12 onwards #commodities
– Citi summarises 2014 as follows: Australia remains stuck in the slow lane so RBA likely to stay put, but RBNZ ready to hike in March
– Looking to change the way you invest in 2014? @Filapek on #SwitzerTV. http://bit.ly/19kFCf7
– Time to switch focus, report BA-ML strategists: prefer cyclical growth over reliability, cyclical yield over traditional yield #investing
– @DeIetedTweets: Paris Hilton mistakes Martin Luther King for Nelson Mandela http://twitter.com/DeIetedTweets/status/408717615062716416/photo/1pic.twitter.com/VcbX5UVRS3
You can add my regular Tweets on Twitter via @filapek
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