{"id":59926,"date":"2012-05-11T10:24:26","date_gmt":"2012-05-11T00:24:26","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2012\/05\/11\/your-editor-on-twitter-95\/"},"modified":"2012-05-11T10:24:26","modified_gmt":"2012-05-11T00:24:26","slug":"your-editor-on-twitter-95","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2012\/05\/11\/your-editor-on-twitter-95\/","title":{"rendered":"Your Editor On Twitter"},"content":{"rendered":"

\n\tBy Rudi Filapek-Vandyck<\/span>, Editor FNArena<\/span><\/p>\n

\n\tI joined Twitter. Not because I am curious what this celebrity has to say about her kids, or to read that another one is waiting for a connecting flight, impatiently. Twitter allows me to follow news and commentary sources such as Dow Jones' Marketwatch<\/span>, Bloomberg News and the Wall Street Journal. It assists me in keeping up with what is happening across the globe, while I am observing and analysing<\/span> financial markets myself.<\/p>\n

\n\tWhile I am on Twitter, reading a quote here and a news flash there, I offer my own succinct insights and commentary. Those amongst you who have already discovered the virtues of a Twitter account can add my Tweets to their daily news via @filapek<\/span>.<\/p>\n

\n\tFor those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:
\n\t– Share market in Oz might start into negative as JP Morgan delivers proverbial cold shower after hours; global financial cancer still alive<\/p>\n

\n\t– Aussie mkt, $A gives up gains after China data. Exports +4.9% and imports +0.4%. Looks like China growth slowing more than exp<\/p>\n

\n\t– Chandler MacLeod spokesperson equally admits: reported jobs creation in April a big surprise – time to start doubting the statistics?<\/p>\n

\n\t– More noise than reality? Randstad spokesperson on Financial TV admits today's surprise jobs market data in Australia really are a surprise<\/p>\n

\n\t– Says Goldman Sachs: "Europe" is like cancer. It's not going to go away, unless it is being treated successfully<\/p>\n

\n\t– Greece is the word? Nope, it's Spain. Get ready for (ultimately) billions in cash splash to save Spanish banks from sinking into the abyss<\/p>\n

\n\t– James Montier (of GFC fame) explains why value investors are likely to fail in real life http:\/\/alturl.com\/7qx2o<\/p>\n

\n\t– Looks like investors in resources equities are again learning the hard lesson this week: "risk off" in particular impacts on these sectors<\/p>\n

\n\t– Citi strategists forecast ASX200 to reach 4750 by the end 2012, driven by projected 5-10% earnings growth in FY13<\/p>\n

\n\t– BA-ML Global Research strategists see gold at US$2000\/oz by year-end, S&P500 at 1450, negative return for US Treasuries, Q2 'Bad Goldilocks'<\/p>\n

\n\t– Post Fed Govt Budget, GS sticks with ASX200 targets of 4600 for Dec ’12 (+7%), 4900 for Jun ’13 (+14%) and 5100 for Dec ’13 (+18%)<\/p>\n

\n\t– Note: Spanish government, previously insisting no additional state money would be needed, confirmed intervention being prepared for Bankia<\/p>\n

\n\t– Morgan Stanley cuts US EPS forecasts to 17% below consensus for 2013; year-end target for S&P 500 remains 1167, 14.8% below today's close<\/p>\n

\n\t– Analysts at Morgan Stanley see continued weakness for copper in near term; crude oil's path of least resistance seen as down as well<\/p>\n

\n\t– The slow-down nobody talks about: ex-Apple US profit growth in Q1 is likely to average 4% only; further deceleration ahead in next quarters?<\/p>\n

\n\t– Dennis Gartman says "I am long but wrong", equity rallies should be sold into, remains short euro, long CAD, plus long gold in euro<\/p>\n

\n\t– Morgan Stanley: Correction risk assets likely to continue, cautious stance on 3-6 mths view; cautious on commodities because bullish on USD<\/p>\n

\n\t– RBS is forecasting record base metal output in years ahead, with only copper showing a supply shortfall in 2012; oil price to peak in 2013<\/p>\n

\n\t– Goldman's Oz strategists continue favouring banks over resources; also stick with companies leveraged to servicing mining volumes<\/p>\n

\n\t– CS analysts report their confidence in Outperform rating for McMillan Shakepeare (MMS) increased further following industry investigation<\/p>\n

\n\t– BA-ML: In an era of deleveraging, of low growth, low rates and low returns assets with GROWTH, YIELD & QUALITY should continue to outperform<\/p>\n

\n\t– Pre-budget jitters: a potential cut of diesel rebate would likely have a significant EPS impact for the likes of Atlas Iron (AGO) and FMG<\/p>\n

\n\t– A telling sign: global risk aversion instantly achieves what the RBA was aiming at: AUD\/USD below 1.02 at 1.015 on Monday morning<\/p>\n

\n\t– Norway’s sovereign wlth fnd sold all Irish + Portuguese gvt bnds after rejecting Greek debt swap. Warns Europe faces considerable challenges<\/p>\n

\n\t– Conference Board: this [US] remains a weak economy, and [weak] job counts in March and April may perhaps continue right through the summer<\/p>\n

\n\tYou can add my regular Tweets on Twitter via @filapek<\/p>\n

\n\t <\/p>\n

\n\tFind out why FNArena subscribers like the service so much: "Your Feedback (Thank You)<\/a>" – Warning this story contains unashamedly positive feedback on the service provided.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

This week’s Tweets by Your Editor on Twitter.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/59926"}],"collection":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/comments?post=59926"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/59926\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=59926"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=59926"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=59926"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}