Daily FNArena News - FYI

Market analysts and strategists are reviewing their preferences between commodities and “others” for the year ahead.

It is easy to get carried away, or to assume otherwise, but no trend lasts forever and everything has a price. Time to reconsider a few truths?

Investment U’s Steve McDonald believes turmoil in Egypt could open up some opportunities for investors.

Your editor participated in an “historical” live broadcast from Sydney’s The Chophouse restaurant.

ATW’s Jerry Simmons explains how a technical based set-up before opening of markets can give daytraders an edge.

Seasonal trends for February show a quieter period for equities in general but weaker returns on the Australian market, while Barclays Capital notes the US dollar typically struggles and aluminium gains.

Investment U’s Tony D’Altorio says pick and shovel providers are being re-rated across the globe as miners and oil producers are starting a spending spree.

Investment analyst Steve McDonald talks rising food prices, silver in demand and this year’s outlook for US profits and equities.

BTIG Chief Market Strategist Mike O’Rourke suggests extra caution seems but appropriate, but he doesn’t think a 10% correction is feasible.

Investment U’s Marc Lichtenfeld predicts biotech will make a come-back, on the back of strong trends in emerging markets.