{"id":60574,"date":"2012-09-14T11:18:31","date_gmt":"2012-09-14T01:18:31","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2012\/09\/14\/your-editor-on-twitter-109\/"},"modified":"2012-09-14T11:18:31","modified_gmt":"2012-09-14T01:18:31","slug":"your-editor-on-twitter-109","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2012\/09\/14\/your-editor-on-twitter-109\/","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:<\/p>\n

\n\t– What just happened? Helicopter Ben Turned Into Mr Blue Sky – read all about it here http:\/\/goo.gl\/bc0Sv<\/span><\/a><\/p>\n

\t– Ex-cel-lent<\/span> analysis of why the US economy might be close to immediate recession – explains instantly the why of QE3<\/span> http:\/\/<\/span>alturl.com\/qwb3m<\/span><\/span><\/a><\/p>\n

\t– David Rosenberg: Back in 1980s<\/span> one bought equities for capital appreciation and bonds for yield. Today's New Normal requires exact opposite<\/p>\n

\t– Few will care today but … Spot iron ore per tonne<\/span> fell US$2.00 to US$96.10 yesterday<\/p>\n

\t– The obvious predictions from UBS: post QE3<\/span>, miners likely to outperform, banks, REITs<\/span> and defensives likely to underperform<\/p>\n

\t– My view on #<\/s>JBHiFi<\/span><\/b><\/a> – it's as much about a maturing business model as it is about changing consumer spending http:\/\/<\/span>goo.gl\/rhT2d<\/span><\/span><\/a><\/p>\n

\t– Is the Australian share market "cheap" ? http:\/\/<\/span>alturl.com\/iwocy<\/span><\/span><\/a><\/p>\n

\t– Is the Mining Boom now over? Depends on your definition of "Mining Boom" http:\/\/<\/span>bit.ly\/QMwdIS<\/span><\/span><\/a><\/p>\n

\t– David Rosenberg: The 'New Normal' is financial markets are no longer guided by the economy. It's all about central banks policies now…<\/p>\n

\t– In case anyone's still interested: China spot iron ore Fe62<\/span> price fell 2.1pct to US$98.10 a tonne<\/span>. Iron ore now volatile as LME<\/span> spot prices?<\/p>\n

\t– Don't look: Spot iron ore Fe62<\/span> in China is up 5.5% to US$100.20\/t. Meanwhile, Citi<\/span> believes world expects too much from China stimulus<\/p>\n

\t– Citi<\/span> sees more upside for cyclical stocks as investors rotate on renewed optimism, but also a ceiling as earnings growth remains subdued<\/p>\n

\t– Dennis Gartman<\/span> is seeking exposure to US equities once again. Looking to buy exposure\/go long on weakness. Plus he's bullish gold<\/p>\n

\t– Macquarie cuts China GDP growth forecast from 8.1% to 7.7% in 2012, from 8.1% to 7.5% in 2013. Limited room for monetary expansion in 2013<\/p>\n

\t– UBS moves Overweight Resources as (post weak US labour<\/span> market) Fed is now expected to announce QE3<\/span> this week. Prefers RIO over BHP<\/span><\/p>\n

\t– Remember newly listed Calibre<\/span> Group (CGH<\/span>)? Goldman Sachs has initiated coverage with Buy. $1.45 price target suggests 44% return potential<\/p>\n

\t– Equities in US, Europe closed lower on Monday. NOT on profit taking, but on rotation from outperformers<\/span> into 2012's laggards… new trend?<\/p>\n

\t– China spot iron ore jumps to US$95\/t as India's second biggest producer halts production. Not that anyone will care to include that news…<\/p>\n

\t– Standard Chartered cuts earnings forecasts for Big 6 miners by 20-63% for 2012-13, but also believes this is the bottom. Better Times ahead!<\/p>\n

\t– BAML<\/span>: this remains a low growth and high liquidity world. Remains pessimistic on sustainable re-rating for commodities and resources stocks<\/p>\n

\t– Barclays chartists forced to re-think bearish view on base metals. Copper break above US$7825 suggests stronger bounce toward 8160 initially<\/p>\n

\t– Remember spot iron ore? China import Iron Ore Fines Fe62<\/span> rose to US$89.00\/t on Friday, up US$2.00 or a gain of 2.30% #<\/s>ironore<\/span><\/b><\/a> #<\/s>commodities<\/b><\/a><\/p>\n

\t– GS<\/span>: The big concern about market participants is missing Q4<\/span> rally. Shorts will have to cover. (Meanwhile, bellwether Intel cuts Q3<\/span> guidance)<\/p>\n

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

\n\tFind out why FNArena<\/span> 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 on Twitter by Your Editor.<\/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":[48],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/60574"}],"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=60574"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/60574\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=60574"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=60574"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=60574"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}