FYI | Jul 25 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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– Trading tip from Morgan Stanley: Monadelphous poised for weakness as capex update shld reveal decline + guidance shd be cautious #ausbiz
– Morgan Stanley thinks market is underestimating challenges at Woolworths (WOW). Says FY14 likely to disappoint, incl guidance #ausbiz
– UBS has trimmed year-end ASX200 target to 5625 from 5700 based on a marginally more cautious view on the corporate earnings outlook #ausbiz
– ANZ Bank pulls forward timing of first Fed rate hike to March 2015 (from June) as dual mandate about to be achieved sooner #ausbiz
– ANZ-Roy Morgan China Consumer Confidence survey suggests sentiment at lowest point this year on continued weakness property markets #ausbiz
– Basics of a long-term investment portfolio that does not require full-time attendance behind a pc screen all day http://tiny.cc/9qffjx
– Uh-Oh. Citi #China watchers now more convinced than prior: further correction in China real estate physical market 2014/15 looks inevitable
– Overnight: #equities higher. #Oil, #gold down. Base #metals higher. #ironore down US60c to US$95.40/t. AUD US93.90c #ausbiz
– Reports Magellan: becoming increasingly concerned about short- to medium- term econ outlook China, growing risks property, shadow banking
– JP Morgan strategists: Near-term downside risks on #equities are technical. Medium-term risks, into 2015, are more fundamental #ausbiz
– Remarkable: JP Morgan's Resources versus Financials Timing Model continues to favour the latter, now with increased conviction #ausbiz
– A reminder: The essence of portfolio management is the management of RISKS, not the management of RETURNS (Benjamin Graham) #ausbiz
– Trading tip from Morgan Stanley: Fortescue (#FMG) to fall in absolute terms over next 15 days as valuation support less post rally #ausbiz
– Market observation: turning positive on outlook for #China's #equities is the new trend. Now it's Citi predicting 16% upside for year ahead
– Overnight: #equities retreat. #Oil, #gold up. Base #metals higher. #ironore down US60c to US$96.00/t. AUD US93.75c #ausbiz
– Goldman Sachs finds high PE industrials in Australia now closer to fair value on low growth, low interest rates forecasts #ausbiz
You can add my regular Tweets on Twitter via @filapek
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