FYI | Nov 08 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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– Says CIBC: when the realization of what recent US labour market trends mean for Fed policy hits home, it could hit hard in the bond market
– Downside risks AUD have grown, says StGeorge Bank. Now projects AUD/USD at 85c year-end, 82c end 2015. RBA to start hiking mid-2015 #ausbiz
– At least there's still hope. CS analysts remain of the view #ironore prices will rise leading into year-end/new calendar year #ausbiz
– More from JP Morgan on CBA: prospects of outperformance into the interim dividend are less pronounced than prior years #ausbiz
– It appears the least resistance is still falling prices? #China #Ironore down US$1.10 (1.4%) to a 5 year low of US$76.00 a tonne #ausbiz
– This probably sums it up quite nicely: "not enough to get excited about". JP Morgan post CBA's quarterly trading update #ausbiz
– Folks, we have a new label for the Australian #equities environment: the defensive bull market (thnx Goldman Sachs) http://tinyurl.com/khadrob
– As contango narrows in aluminium's futures contracts, Morgan Stanley analysts worry about potential mayhem as financiers might exit #ausbiz
– Morgan Stanley sees risk to downside already low growth projections Oz companies next 3 years. Cuts Dec14 ASX200 target to 5350 from 5800
– Wanna know what's really going on right now? CBA sums it up quite nicely: "Further Delays to the Global Tightening Cycle" #ausbiz
– Morgans analysts make that BIG Call: Impedimed at beginning of compelling business. The next ResMed? "We think so" #ausbiz
– Ofsetting the earlier Macquarie view, Deutsche Bank sees re-rating ahead for ANZ Bank shares, Buy, target $38.30 #ausbiz #banks
– That's another way to describe it: Goldman Sachs calls it the return of the "defensive bull market" #equities #ausbiz
– Goldman Sachs think market lost patience with Cooper Basin plays too early/easily. Reinstates Buy for Drillsearch + upgrades Karoon #ausbiz
– Macquarie analysts have identified four major drivers for a pending de-rating for ANZ Bank shares from present elevated level #ausbiz
– Alliance Bernstein says #China may well lower GDP growth target to 6.5% next year. Maintains forecast of 6.8%, for now #ausbiz
You can add my regular Tweets on Twitter via @filapek
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