{"id":60679,"date":"2012-10-05T10:19:00","date_gmt":"2012-10-05T00:19:00","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2012\/10\/05\/your-editor-on-twitter-112\/"},"modified":"2012-10-05T10:19:00","modified_gmt":"2012-10-05T00:19:00","slug":"your-editor-on-twitter-112","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2012\/10\/05\/your-editor-on-twitter-112\/","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– Marc Faber & Jim Rogers On Our "Clueless, Ignorant, Dangerous" Leaders http:\/\/<\/span>tinyurl.com\/9793avx<\/span><\/span><\/a><\/p>\n

\t– Concludes Macquarie: bulk commodities have suffered badly from Chinese destocking<\/span>, now look fundamentally oversold relative to base metals<\/p>\n

\t– Explained -again- why professional funds managers are unable to consistently beat the market #<\/s>equities<\/b><\/a> #<\/s>investing<\/b><\/a> http:\/\/<\/span>goo.gl\/0yPDy<\/span><\/span><\/a><\/p>\n

\t– Some counter arguments vis-a-vis<\/span> predictions of a new long term bull market for US equities http:\/\/<\/span>bit.ly\/QItcb4<\/span><\/span><\/a><\/p>\n

\t– Macquarie research suggests DOWNWARD pressures on banks margins to persist. CommBank<\/span> downgraded to Underperform<\/span>, WBC least preferred<\/p>\n

\t– Dennis Gartman<\/span> is long US equities and intends to stay long for the foreseeable future; short front end US bonds. Very much likes #<\/s>gold<\/b><\/a><\/p>\n

\t– Deutsche Bank predicts #<\/s>gold<\/b><\/a> will be outperformer<\/span> among commodities in 18 months ahead. Projected to reach US$2000\/oz by mid-2013<\/p>\n

\t– This message may well be repeated for the next three days: #<\/s>China<\/b><\/a> import #<\/s>IronOre<\/span><\/b><\/a> Fines 62Fe<\/span> unchanged at US$104.20\/t – Chinese holidays!<\/p>\n

\t– Time to move Overweight #<\/s>Commodities<\/b><\/a>? JP Morgan doesn't think so. Global economy still too fragile. Downside risks seen as "real"<\/p>\n

\t– Barclays returned from #<\/s>China<\/b><\/a> visit with expectation #<\/s>copper<\/b><\/a> demand will remain subdued for longer, though consumption may rise into 2013<\/p>\n

\t– Are businesses becoming too cautious regarding muslims<\/span>? Ikea offers a case for discussion http:\/\/<\/span>tinyurl.com\/9eqz8vr<\/span><\/span><\/a><\/p>\n

\t– Has the worm turned for #<\/s>property<\/b><\/a> prices in Australia? http:\/\/<\/span>goo.gl\/5epua<\/span><\/span><\/a><\/p>\n

\t– September Investor Sentiment Survey – what's going to happen to all that cash (23%) on the sidelines? http:\/\/<\/span>bit.ly\/SYRFFO<\/span><\/span><\/a><\/p>\n

\t– #<\/s>China<\/b><\/a> import #<\/s>IronOre<\/span><\/b><\/a> Fines Fe62<\/span> now unchanged for three consecutive days: US$104.20\/t – where are the Chinese traders? All on holiday?!<\/p>\n

\t– GS<\/span>: out of 101 companies having provided guidance thus far, 72% has been negative. Market expectations double digit growth in Q4<\/span> too high<\/p>\n

\t– GS<\/span>: focus on US fundamentals starting… investors are in for rude shock as earnings growth likely to be negative with little sales growth<\/p>\n

\t– CommBank<\/span> estimates #<\/s>China<\/b><\/a> GDP growth at 7.5% this year = bottoming. Sees modest acceleration growth momentum throughout remainder of 2012<\/p>\n

\t– JP Morgan's Global Manuf<\/span> PMI rose in September for first time in 5 months; up 0.8 points to 48.9. See pickup output growth into year’s end<\/p>\n

\t– Barclays: most funds flows into #<\/s>commodities<\/b><\/a> are in… #<\/s>gold<\/b><\/a>. Investors remain worried about growth. Long gold, short #<\/s>aluminium<\/span><\/b><\/a> and #<\/s>cotton<\/b><\/a><\/p>\n

\t– Forex.com<\/span> <\/span><\/span><\/a>'s Kathleen Brrooks<\/span>: #<\/s>gold<\/b><\/a> is the de-facto QE3<\/span> trade. Resistance at US$1800\/oz but investors remain worried<\/p>\n

\t– A timely reminder the US economy is flirting with recession, but it may just put in a narrow escape (ex-Fiscal<\/span> Cliff) http:\/\/<\/span>goo.gl\/qFXR5<\/span><\/a><\/p>\n

\t– Post yet another disappointing PMI report from China, ANZ Bank predicts Q2 GDP will print below 7.5% and PBoC will soon lower RRR by 50bp<\/p>\n

\t– France basks on bond market, but must cut deficit: analysts – FRANCE 24 http:\/\/<\/span>dlvr.it\/2FHfkw<\/span><\/a><\/p>\n

\t– Interesting market observation from NAB: on Friday the Chicago PMI printed below 50 in September for the first time in three years<\/p>\n

\t– And you thought US, Europe and Japan had an aging problem? Might as well add China to the list #<\/s>underfunded<\/b><\/a> #<\/s>pension<\/b><\/a> http:\/\/<\/span>tinyurl.com\/9dftna2<\/span><\/a><\/p>\n

\t– BA-ML has updated China GDP forecasts: now expects circa 7.5% between now and Q4 next year. Argues recovery will be more U-shaped than V<\/p>\n

\n\t
\n\tYou can add my regular Tweets on Twitter via @filapek<\/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 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\/60679"}],"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=60679"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/60679\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=60679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=60679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=60679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}