FYI | Dec 12 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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– On second consideration, Deutsche Bank believes the Murray/FSI report was a major let down for regional banks in Australia #ausbiz
– Trading Idea from Morgan Stanley: ANZ Banks shares to fall over the next sixty days, suggests need to raise $10bn by FY17 #ausbiz
– The stock market bull who got 2014 right just published this fantastic presentation – http://bit.ly/1vBLydH
– It really is a race to the bottom. Morgans analysts have now set a price target for Atlas Iron (AGO) of… (wait for it)… 5c #ausbiz
– Goldman Sachs initiates coverage Orora (ORA) with Buy and $2.10 predicting strong growth in years ahead #ausbiz
– Deutsche Bank targets ASX200 at 5500 for mid-2015, end-2015: 5700, mid-2016: 6000, based on moderate profit growth #ausbiz
– Current bear market for crude #oil is 4th largest on record. To become third worst bear on record, oil would need to break the US$60 mark
– Macquarie's forecast for crude #oil: Market will rebalance & prices will rally by 2016, but the worst is yet to come. Uh-Oh. #Ausbiz
– Combine Citi's observations and it should be clear, correction in #oil as much driven by financial participants as by market fundamentals
– Citi: Did you know that the speculative sell-off [in oil] has exceeded that of the depths of the Financial Crisis? #ausbiz
– Citi: Did you know that money managers were net long the physical barrel equivalent of the entire US Strategic Petroleum Reserve this summer
– JP Morgan believes Atlas Iron (AGO) will put the Abydos mine into care and maintenance in 1Q CY15 #ausbiz #ironore
– Goldman Sachs issues a reminder about lower priced #oil: Anticipating 2015 cuts to capex, exploration & FLNG FEED studies #ausbiz
– The inevitable change… is coming… expect FOMC to release hawkish post meeting statement, including changing forward guidance, says CBA
– Some commentators get away with murder. Just heard: Rio Tinto now offers higher dividend than Telstra. Really? Wouldn't bet on it #ausbiz
– Morgan Stanley does mea culpa on Qantas. We were wrong. Upgrade to Overweight with $2.90 price target #ausbiz
– Did I just see all profit growth potential be eradicated for BHP and RIO following JP Morgan's lowered projections for iron ore? #ausbiz
– JP Morgan lowers #ironore price forecasts to US$67/t in CY2015 (-24%), US$65/t in CY2016 (-23%) and US$69/t in CY2017 (-16%) #ausbiz
– It's the new trend alright. Stockbroker @morgansAU pushes out starting point RBA tightening to Q4 2015. Hurdle for easing is high #ausbiz
– Westpac predicts Economic Work Conference in #China to lower official GDP growth target to 7% from 7.5% #ausbiz
– – On second consideration, Deutsche Bank believes the Murray/FSI report was a major let down for regional banks in Australia #ausbiz
– Trading Idea from Morgan Stanley: ANZ Banks shares to fall over the next sixty days, suggests need to raise $10bn by FY17 #ausbiz
– The stock market bull who got 2014 right just published this fantastic presentation – http://bit.ly/1vBLydH
– It really is a race to the bottom. Morgans analysts have now set a price target for Atlas Iron (AGO) of… (wait for it)… 5c #ausbiz
– Goldman Sachs initiates coverage Orora (ORA) with Buy and $2.10 predicting strong growth in years ahead #ausbiz
– Deutsche Bank targets ASX200 at 5500 for mid-2015, end-2015: 5700, mid-2016: 6000, based on moderate profit growth #ausbiz
– Current bear market for crude #oil is 4th largest on record. To become third worst bear on record, oil would need to break the US$60 mark
– Macquarie's forecast for crude #oil: Market will rebalance & prices will rally by 2016, but the worst is yet to come. Uh-Oh. #Ausbiz
– Combine Citi's observations and it should be clear, correction in #oil as much driven by financial participants as by market fundamentals
– Citi: Did you know that the speculative sell-off [in oil] has exceeded that of the depths of the Financial Crisis? #ausbiz
– Citi: Did you know that money managers were net long the physical barrel equivalent of the entire US Strategic Petroleum Reserve this summer
– JP Morgan believes Atlas Iron (AGO) will put the Abydos mine into care and maintenance in 1Q CY15 #ausbiz #ironore
– Goldman Sachs issues a reminder about lower priced #oil: Anticipating 2015 cuts to capex, exploration & FLNG FEED studies #ausbiz
– The inevitable change… is coming… expect FOMC to release hawkish post meeting statement, including changing forward guidance, says CBA
– Some commentators get away with murder. Just heard: Rio Tinto now offers higher dividend than Telstra. Really? Wouldn't bet on it #ausbiz
– Morgan Stanley does mea culpa on Qantas. We were wrong. Upgrade to Overweight with $2.90 price target #ausbiz
– Did I just see all profit growth potential be eradicated for BHP and RIO following JP Morgan's lowered projections for iron ore? #ausbiz
– JP Morgan lowers #ironore price forecasts to US$67/t in CY2015 (-24%), US$65/t in CY2016 (-23%) and US$69/t in CY2017 (-16%) #ausbiz
– It's the new trend alright. Stockbroker @morgansAU pushes out starting point RBA tightening to Q4 2015. Hurdle for easing is high #ausbiz
– Westpac predicts Economic Work Conference in #China to lower official GDP growth target to 7% from 7.5% #ausbiz
– Citi believes Challenger, Suncorp and Life Insurers likely to benefit if recommendations Financial Systems Inquiry implemented #ausbiz
– AllianceBernstein: US economy set to finish 2014 at strongest, most balanced position in more than a decade. Next year appears even brighter
– Here's Why David Murray Wants Australian Banks To Hold More Capital – http://bit.ly/1qahVUQ
– Jeff Gundlach correctly predicted the dollar's surge — Here's what he's saying now http://buff.ly/1An7oqb
You can add my regular Tweets on Twitter via @filapek
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