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Your Editor On Twitter

FYI | Oct 09 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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Morgan Stanley suggests EM bounce may not last into 2016; beyond Q4 "growth conviction remains elusive" #ausbiz #investing #commodities

Raymond James Chartist Jeffrey Saut says US #equities renewed downside attempt should begin mid-October into mid-November #stocks #ausbiz

BTIG reports many clients believe Fed may be on hold all of next year due to the general election in November #ausbiz #investing #stocks

Top note by @Filapek in @LivewireMarkets this morning re small cap industrials. Do yourself a favour and check it out. #ausbiz

The risks lie with RBA upgrading their 2016 inflation forecasts in the November Statement on Monetary Policy, says CBA #ausbiz #investing

Goldman Sachs projects S&P500 to rise by 2% year-end (target 2000). Target end 2016 is 2100, for end 2017 it's 2200 #stocks #investing

Small Industrials stocks have outperformed the broader Australian share market this year. One-off or a new trend? http://goo.gl/K44Tr0 

Executives are more downbeat about the state global economy now than at any time this year, according to McKinsey’s latest survey #ausbiz

Saxo's Steen Jacobsen: academic studies show more than 80% of all returns in EM come from FX and not from owning bonds and stocks #ausbiz

Deutsche Bank: it is becoming increasingly uncertain whether the Fed will be able to raise rates in 2016 [no raise in 2015 either] #ausbiz

Investors should brace themselves for continued volatility and the possibility EM crises happen sooner rather than later (CommBank) #ausbiz

This is the day… when Blackmores (BKL) hit the $150 mark. What were you doing? Can you still remember when it crossed $100? #ausbiz

The markets don't believe a 2015 hike is coming http://bloom.bg/1LbBznf 

Looking at overnight rallies… I guess it means we're back to bad news is good news again. Will the Fed ever get out of this? #stocks

Major reversal in view on US #equities by Dennis Gartman: turns unequivocally bullish after Friday's textbook reversal #investing #stocks

Deutsche Bank maintains: the Fed won’t hike in 2015 but you won’t be sure of it until January 1st, 2016 #ausbiz #investing #stocks

Deutsche Bank: disappointing jobs report raises risk more meaningful slowing in US economy, prolonged time out of Fed normalization #stocks

Glushkin Sheff's Rosenberg: Not a chance the Fed raises rates anytime soon. Calls NFP update weak in depth and in breadth #investing

BTIG's Dan Greenhaus: investors should rightly be debating whether the Fed can or should raise rates at its December meeting #investing

BBH called it: There is nothing good that can be said about the US jobs data. A Simply Dreadful US Jobs Report #stocks #investing

Parallels between US shares this year and the 2011 pattern. Similar pattern to 1998.

You can add my regular Tweets on Twitter via @filapek

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