{"id":61276,"date":"2013-02-08T11:43:50","date_gmt":"2013-02-08T00:43:50","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/02\/08\/your-editor-on-twitter-124\/"},"modified":"2013-02-08T11:43:50","modified_gmt":"2013-02-08T00:43:50","slug":"your-editor-on-twitter-124","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/02\/08\/your-editor-on-twitter-124\/","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– #Netherlands #AAA Outlook Cut as #Fitch Cites Shocks to #Economy http:\/\/bloom.bg\/14PKSYr<\/a><\/p>\n

\n\t– Something to ponder: government debt cannot cope with higher costs. Lower for longer for govt bond yields? MS' Gerard Minack thinks "yes"<\/p>\n

\n\t– This is a novel idea; a gold miner proposes paying dividends…in gold [GS] http:\/\/ow.ly\/hwxmV<\/a><\/p>\n

\n\t– I like the expression "buying fatigue" hitting US equities http:\/\/sns.mx\/qQojy7<\/a><\/p>\n

\n\t– The results of the January Australian Investors Sentiment Survey are out: cash moving off the sidelines http:\/\/goo.gl\/JbNWo<\/a><\/p>\n

\n\t– Westpac cuts interest rates on packaged two year fixed rate mortgage to 4.99%, lowest level since April 2009, best offer amongst major banks<\/p>\n

\n\t– Hmmm. UBS strategists report clients have now become net sellers of #equities, after pouring more funds in earlier in Jan. An omen?<\/p>\n

\n\t– Do we have a trend here? Citi strategists advise clientele to "position for pull back" in equities. Markets seen running out of steam<\/p>\n

\n\t– #Equities have run too hard too fast, conclude strategists at Deutsche Bank. Pause if not pull back should follow. See 2010 and 2011<\/p>\n

\n\t– Market observation: yet another broker who concludes market too optimistic factoring in big earnings recovery. Macquarie on ASX Underperform<\/p>\n

\n\t– US pension funds cut back on commodities exposure as "role of commodities as a diversification strategy is being questioned", WSJ reports<\/p>\n

\n\t– Market observations: yet another downgrade for Aristocrat, and another one for Tatts. More skepticism regarding Reckon. Same for Navitas<\/p>\n

\n\t– Usually not good news: DJ Carmichael ceased coverage on Hawkley Oil and Gas (HOG). Says should spend less on Ukraine portfolio by farm-out<\/p>\n

\n\t– Investors in Oz: still addicted to local equities? http:\/\/goo.gl\/nNJiw<\/a><\/p>\n

\n\t– Oz stockbrokers today: Downgrade for Aristocrat, Upgrade for Hills Holdings; Macquarie reviews gaming sector, caution on Oakton<\/p>\n

\n\t– RBS Morgans believes market too optimistic on 2013 outlook for #Iluka. Maintains that risk is to the downside. Target cut to $9.50, Neutral<\/p>\n

\n\t– Credit Suisse reports Oz #Equities now look expensive, but US equities still look cheap. #Yield stocks no longer offering compelling value<\/p>\n

\n\t– Macquarie says February reporting season needs to confirm earnings downgrades have troughed to support 2012-2013 rally<\/p>\n

\n\t– Citi believes the Big Rotation out of bonds into equities likely to be more of a 2014 event. This year's story about cash on the sidelines<\/p>\n

\n\t– U.S. stocks suffer worst declines of 2013 http:\/\/on.mktw.net\/14Nd5PJ<\/a><\/p>\n

\n\t– Base metals prices mixed overnight, crude oil lower, gold up and #China Fe62 spot #ironore up by US$1 to US$154.2 a tonne<\/p>\n

\n\t– RBA, ECB and BoE all meeting this week but CBA says all meetings are expected to result in no change to monetary policy<\/p>\n

\n\t– UBS says #equities leverage at #AMP is being overstated. Plus ongoing headwinds core operations. Downgrades to Sell<\/p>\n

\n\t– The Big Rotation, out of fixed interest into equities: a fixture of our collective imagination? http:\/\/read.bi\/WNw9tb<\/a><\/p>\n

\n\t– Are equity investors embracing the concept of cheaper oil? BA-ML certainly thinks so. Here's some proof to the thesis http:\/\/read.bi\/VvURv4<\/a><\/p>\n

\n\t– They're not the only ones, but here it goes… BA-ML warns of potential equities correction ahead http:\/\/read.bi\/Y1T7dh<\/a><\/p>\n

\n\t– Interesting experiments\/read on portfolio diversification strategies http:\/\/goo.gl\/etnaR<\/a><\/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\/61276"}],"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=61276"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61276\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=61276"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=61276"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=61276"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}