FYI | Sep 04 2015
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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- Dennis Gartman reports margin debt on NYSE "rather uncomfortably high", but not problem yet (much higher than in 2007)
#investing#stocks
- ATO targeting 90,000 small businesses over non-compliance in next three months. Joe Hockey must be thinking: conspiracy!
#ausbiz
- They waited a loooong time for this one: Morgan Stanley has officially ceased coverage of Atlas Iron (AGO)
#ausbiz#investing#stocks
- Lower profits force UBS to cut ASX200 year end target to 5550 from 5800. AUDUSD 70c. Growth looks best beyond banks & resources
#ausbiz
- A new trend emerging? Yet another upgrade for
@Westpac to Outperform by@CreditSuisse, but NAB cut to Neutral#ausbiz#investing#banks
- Deutsche Bank updates
#crudeoil price forecasts,concludes: "Over-supplied for longer". Cuts Brent 20% to US$57/bbl& US$63/bbl 16/17#ausbiz
- Goldman Sachs has now cut price target for Santos (STO) to $4.70. Thinks risk for large cap raising too high for comfort. Sell
#ausbiz
#China Headaches? Maybe late 1990s can provide investors with best template for what possibly lays ahead? http://tinyurl.com/nkqnw6f#ausbiz
- Citi: think
#China already growing at 5% in 1H and stabilization looks fragile/tenuous. Aggressive policy support required#ausbiz#stocks
- NAB:The circular theme of markets continues, with equities weakening, weighing on broader risk, weighing on currencies, weighing on equities
#crudeoil prices surging? Citi says prepare for yet another leg lower before year-end. Sees potential for new lows#investing#commodities
- Why is it that you sit in front of your TV and behind your computer?
- Observed: JP Morgan's latest updates on
#commodities triggers a target price cut for@FortescueNews (FMG) to $1.30#ausbiz#investing
- Morgan Stanley more comfortable with
@FortescueNews (FMG) cost control abilities. Upgrades to Overweight. Target $2.70#ausbiz#investing
- It's a popular comparison, but August 2015 is NOT simply a repeat of Taper Tantrum in 2013. This is about
#China and growth#investing
- Morgan Stanley lowers 12 month ASX200 target to 5150 from 5650 driven by lower expected EPSg and a lower market multiple
#investing#stocks
- Apparently, Q2 GDP in Australia could well turn out negative. Could be interesting if it does
#ausbiz#investing
- BTIG's Dan Greenhaus says "one and done" [about Fed] is looking increasingly feasible. Post-FOMC rally?
#investing#stocks
- ANZ Bank suggests volatility is to translate into AUD weakness. Cuts AUD/USD forecasts to USD0.68 end 015, USD0.67 by early 2016
#ausbiz
- Deutsche Bank strategists push back ASX200 at 6000 projection to end 2016. Previously targeted 6200 end 2015, now 5600
#investing#stocks
- Doug Kass: "I see a test of the recent gains and limited upside potential for the markets over the balance of the year"
#investing#stocks
You can add my regular Tweets on Twitter via @filapek
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