FYI | Apr 22 2016
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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– Soros Warns China Credit Cycle Has Gone "Parabolic" Just To Keep Zombies Alive
– Stockbroker Morgans downgrades Rio Tinto to Hold, reduces price target to $47.50 #ausbiz #investing #commodities #stocks
– Citi: now expect both ANZ and NAB to begin cutting dividends this period #ausbiz #investing #banks #stocks
– With ASX 200 up another 2.2% this week and market internals so stretched will the sell-off on open turn into a deeper profit taking?
– #Helicoptermoney: when are direct money transfers to the public a policy option for central banks? http://ow.ly/4mVHF6 #dbresearch
– Danske Bank: The BoJ is set to ease next week but helicopter money may be the end game #ausbiz #investing #stocks
– Gartner comes up with "Hype Cycle" that helps investors identify what phase #techs are in
– Spot #ironore jumps US$5.69 to US$70.46, up 8.48%, up 20.9% so far this week and up 82.9% from its 10 December low #ausbiz #commodities
– Dividends: more is less, less is more @Filapek http://ow.ly/4mStzu #investing #yields
– Am willing to bet this rally has more to do with cautious positioning fund managers prior than with economies' improvements #ausbiz #stocks
– Maybe markets are motivated by the fear that is gripping RBA's Glenn Stevens: extreme stimulus is just around the corner #ausbiz #investing
– Is it going to be "Sell in May" again this year? Or should investors be optimistic post the January scare? http://bit.ly/1U6Bniv #ausbiz
– Credit Suisse strategists maintain forecast ASX200 to finish 2016 at 6000 #ausbiz #investing #stocks
– After much internal debate, Morgan Stanley removes Underweight #Resources, stays Underweight #banks #ausbiz #investing #stocks
– Divergence among chartists. BTIG tech analyst Katie Stockton reports signs of exhaustion amongst US #equities #ausbiz #investing #stocks
– Macquarie finds #resources price action and fundamentals do not support each other. Stays Underweight the sector #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Share prices for PRT, SXL & SWM all expected to weaken over next 30 days #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Nine Entertainment (NEC) shares to fall over next 30 days #ausbiz #investing #stocks
– Citi believes #manganese consumption likely to fall, supporting view we have already seen near term peak prices #investing #commodities
– Too Fast Too Soon, says Citi. Turns sector bearish on #metals and #MINING #ausbiz #investing #stocks
– Citi's conclusion #commodities outlook: global growth outlook remains highly uncertain, but skewed bearish in 2016 #ausbiz #investing
– Post revision to #commodities price forecasts, Citi retains BHP on Neutral, cuts Rio Tinto (RIO) to Sell, FMG remains Sell #ausbiz #stocks
– Moelis initiates coverage Billabong (BBG) with a Hold rating, 12 month target $1.70. Asks short term pain, long term gain? #ausbiz #stocks
– AllianceBernstein warns risk #China property market now "on knife's edge". Hopefully authorities manage it well #ausbiz #investing #stocks
– Looks like Telstra (TLS) is building more attractive investment story by accumulating a pile of cash for share buy-backs #ausbiz #investing
– Did Atlas Iron (AGO) just present yet another debt restructuring proposal to its shareholders? #betweenrocknhardplace #ausbiz #investing
– Warning from Citi: caution might be best for #resources stocks after strong rally #ausbiz #investing #commodities #stocks
You can add my regular Tweets on Twitter via @filapek
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