FYI | Oct 31 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
****
– JP Morgan argues #equities bull market is transforming into new phase with returns to be lower and choppier #ausbiz #investing
– Trading Tip from Morgan Stanley: Origin Energy (ORG) shares to beat the ASX200 over next 30 days following recent weakness #ausbiz
– And yet another analyst comes to the same conclusion: #China property market has peaked, concludes GaveKal, long term decline next #ausbiz
– Should you apply for shares in the upcoming Medibank Private IPO? My Weekly Insights http://goo.gl/n57yJx #ausbiz
– Morgan Stanley has removed Recall (REC) from its Value Portfolio and replaced it with Ansell (ANN) #ausbiz
– How long and how deep? #China spot Fe62% #Ironore lost another US80c on Tuesday or 1.0% to US$78.80 a tonne #ausbiz
– Feeding ideas to the Rio Tinto board? Citi analysts "continue to believe that Alcan is worth more outside of Rio than within" #ausbiz
– Senex (SXY) is now a take-over target, says Macquarie, and Santos (STO) is but a logical suitor #ausbiz
– CBA finds #China's Q3 GDP growth calculation of 7.3% annualised "significantly" understates loss of momentum in Chinese economy #ausbiz
– Morgan Stanley maintains Fed will hike than abort its attempt in mid-2015, re-start hiking in early 2016 #ausbiz
– GS: new pricing environment for #oil sector will in particular hurt services providers hard as capex budgets likely to be cut #ausbiz
– GS: Saudi Arabia shifted price-setting focus from ‘oil price that does not hurt demand’ to ‘oil price that curbs new supply’ (US$80-90/bl)
– The low price point before seasonal restocking starts in #China? #ironore closed below US$80/t on Friday, down US20c at US$79.80/t #ausbiz
You can add my regular Tweets on Twitter via @filapek
Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.
