FYI | Feb 21 2014
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:
– Citi strategists correctly observe: Australian earnings results thus far support prediction 2014 will be another positive year for #equities
– Interesting: Citi's Panic/Euphoria indicator reveals sentiment eased, but still at top of Neutral zone. Back in Euphoria soon? #investing
– Says Citi: market may face additional bumpiness. Complacent mindset has been washed away. Markets unlikely to give way to 10%+ correction
– Macquarie says EM wobbles ensure focus investors to remain firmly on the dynamics of recovery in the major developed economies #investing
– Morgan Stanley: Monadelphous (#MND) needs significant contract win at Ichthys, otherwise large downside looms FY15-16 consensus estimates
– Analysts today: #BHP profit beat almost entirely due to lower tax rate. Not enough "experts" who highlighted this yesterday #investing
– High #ironore inventories #China likely due traders stocking up on higher prices now that steel mills are back in action, Morgan Stanley 1/2
– Morgan Stanley anticipates US$125/t average #ironore until mid-year, then oversupply to kick in with average price falling to US$115/t 2/2
– Genuinely don't understand surprise and/or debate about #Woodside now being a dividend play. Shares have enjoyed div support since last year
– Goldman Sachs joins chorus on #SWM result disappointing. Removes stock from Conviction List, but retains Buy #investing #media
– My view on changing dynamics for Australia's power grid operators and electricity transmitters http://bit.ly/1gTgy4J #investing
– Overnight: US #equities up, but #oil down, #metals down, #gold down and #China #ironore down by US$1 to US$122.90/t #investing
– Macquarie reports #China market dynamics #ironore better than expected. Says outlook coming months should be better than previously believed
You can add my regular Tweets on Twitter via @filapek
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