FYI | May 16 2014
By Rudi Filapek-Vandyck, Editor FNArena
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.
Investors can follow me on Twitter via @filapek
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– UBS strategists report headwinds building FY15 corporate profits. Most negative on Cochlear (#COH), Treasury Wine (#TWE) and #CCL #ausbiz
– Bell Potter moves to Strong Overweight on diversified financials, but with downgrade to Hold for Computershare (#CPU) #investing #ausbiz
– Trading Tip from Morgan Stanley: DuluxGroup (#DLX) shares to outperform ASX200 over next 30 days #ausbiz #investing
– World is increasingly uncomfortable with #China 's extreme reliance on property. This year's stimulus the swansong? http://tiny.cc/k52vfx
– Overnight action: #Equities down. #Oil mixed. #Gold down. Base #metals down, #nickel in particular. #Ironore down US70c to US$102.80/tonne
– It's a proper risk-off market, says NAB. #Equities lower, US 10 yr yields 2.496%, commodities lower and JPY the FX outperformer #investing
– BA-ML concludes: #China stimulus 2009 has done little good in long run with corporate sector battling over-capacity and over-leverage
– Post Budget Trading Idea from Morgan Stanley: SG Fleet (#SGF ) to rise in price relative to ASX200 over next 60 days #ausbiz #investing
– Overnight action: #equities retreat. #Oil higher. #Gold down. Base #metals higher, except #nickel. #Ironore unchanged at US$103.50/tonne
– Pssssst! Bell Potter has lifted its 12-mth price target for CommBank (#CBA) to $85 – and that was BEFORE today's trading update #ausbiz
– BA-ML predicts data #China property markets will get worse first in months ahead, but disagrees with concerns about hard landing #investing
– Not what Australia wants to hear: Vale is finally getting its act together and #ironore expansion is picking up steam #ausbiz #investing
– Pair trade "with conviction" from BA-ML: Buy Flight Centre (#FLT) – Underperform Wotif (#WTF) #ausbiz #investing
– Overnight action: US #equities set new records. #Oil higher. #Gold stable. Base #Metals mixed, lower. #Ironore unchanged at US$103.00/tonne
– Dennis Gartman goes short crude #oil as US considers Strategic Petroleum Reserve + Libya looks like adding supply. Sees US$6-8/bbl downside
– What were these photographers thinking? Laugh, scratch your head and weep (don't try to explain) http://tiny.cc/445rfx
– Overnight Price action: #equities up, including #mining stocks. #Oil, #Gold, Base #Metals up, up, up. #Ironore up US30c to US$103.00/t
– ANZ bank believes recent #China data suggest a general risk-aversion sentiment has taken hold. PBoC might yet provide liquidity #ausbiz
– Macquarie suggests investors/commentators are missing the point: latest #China data show excess supply across key #commodities markets
– Monday Morning: US #equities slightly up. #Oil down. #Gold stable. Base #metals mixed, #nickel up. #Ironore down US$1.00 to US$102.70/tonne
– A warning from Westpac: expectation data pulse for #China over the majority of 2014 will continue to depict an economy which is decelerating
You can add my regular Tweets on Twitter via @filapek
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