FYI | Oct 17 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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– It's called the "#ironore disease" or maybe the supply flu? CS lowers #oil price forecasts to remain below US$100 in years ahead #ausbiz
– UBS succumbs to market reality, calls a new era of lower prices for #ironore. New range US$80-85/tonne, long term = US$75/t #ausbiz
– #Commodities in 2014 compared to prices in 2013 – it's been test of conviction for the Super Cyclists (thanks to ANZ)
– Morgan Stanley raises conviction further on Domino's Pizza (DMP), says another surprise upcoming at AGM, target to $31.3.Overweight #ausbiz
– Trading Idea from Morgan Stanley: Dexus (DXS) shares expected to rise over next 60 days #ausbiz #investing
– 51 percent of Americans think bad weather affects cloud computing.
– CS research shows #commodities weaken 62% of the time during USD bull markets. Emerging Markets outperformed only 33% of times #ausbiz
– BTIG: Whatever happens going forward, investors have been put on notice; the tranquility of last 2 plus years is over. Long live normalcy
– Has crude oil caught the same disease as iron ore? My Weekly Insights: http://goo.gl/a0fndn #ausbiz
– Trading Tip from Morgan Stanley: Santos (STO) shares anticipated to outperform ASX200 over next 45 days #ausbiz #investing
– Dennis Gartman remains concerned. Says price action is reminiscent of bear market. Rallies are to be sold. Markets poised to bounce #ausbiz
– It has begun… experts are starting to call the bottom is in for the Australian share market… maybe… likely… (hopefully?)… #ausbiz
– Market strategists at CS suggest investors should buy weaker Aussie shares with ASX200 to target 6000 by year-end 2015 #ausbiz
– Morgan Stanley speculates about Aurizon (AZJ) buy back potential as share market (apparently) underestimates balance sheet strength #auzbiz
– As far as profit warnings go, yesterday's by WDS could be a candidate for Hall of Fame. Mining services providers, enough said? #ausbiz
– Global #equities have seen greed and complacency. Now they're experiencing fear and uncertainty. Biggest threat is panic comes next #ausbiz
– PFP Wealth's Tim Price: a wise investor once observed, if you’re going to panic, panic early #ausbiz #investing
– Overnight: US #equities sell-off final 45 mins. #Oil down. #Gold up. Base #metals up, not #tin. #ironore rallies US$3.20, 3.9% to US$83.10/t
– Saudi Arabia reportedly told oil-market analysts it is ready to accept #oil prices below US$90/bbl, and as low as US$80, for up to 2 years
– Dennis Gartman worries as "broader stock market indices have fulfilled the initial rudimentary requirements of a bear market move" #ausbiz
– ANZ Bank (undeterred): expect that #China’s GDP will only rise 7.1% y/y in Q3, the slowest pace since the global financial crisis #ausbiz
– Fundamentals, valuations and dividends don't matter when investors simply want to sell. Rationality went out the window as fear begets fear
– Trading ideas from Morgan Stanley: both Orica (ORI) and Leighton (LEI) share prices to weaken over next 30 days #ausbiz
– Glushkin Sheff research: first 200bp Fed tightening to have muted impact as was the case in 1984, 1994, 2005. All about next 200bp #ausbiz
– Prediction by Dennis Gartman: This is going to get ugly. Capital is frightened. Better to act first and ask questions later #ausbiz
You can add my regular Tweets on Twitter via @filapek
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