{"id":61455,"date":"2013-03-08T11:30:27","date_gmt":"2013-03-08T00:30:27","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/03\/08\/your-editor-on-twitter-127\/"},"modified":"2013-03-08T11:30:27","modified_gmt":"2013-03-08T00:30:27","slug":"your-editor-on-twitter-127","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/03\/08\/your-editor-on-twitter-127\/","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– Remarkable: Analysis by Boeckh<\/span> Investments revealed US profit margins are higher than for listed companies in any other developed country<\/p>\n

\n\t– In case anyone's still interested: #China spot #ironore<\/span> price rose by US60c<\/span> to US$145.80 a tonne<\/span>. #Commodities rather mixed overnight<\/p>\n

\n\t– CBA<\/span> sees pros and cons balancing each other out in Australia and thus the RBA<\/span> is likely to remain on the sidelines throughout calendar 2013<\/p>\n

\n\t– CS: Oz #equities now expensive absolute terms on both conventional and through the cycle earnings bases but risk appetite remains elevated<\/p>\n

\n\t– A new bull market for equities? John Hussman has a few inconvenient points to make http:\/\/goo.gl\/2qAMg<\/p>\n

\n\t– Goldman Sachs has removed PanAust (PNA) from Structural Leaders Focus List on lowered gold outlook. List includes AMC, CBA, BHP, COH etc<\/p>\n

\n\t– So you want to be a safe haven do you, well do you #AUD? 7 of last 8 week's lower. This week's open ugly #FOREX http:\/\/ow.ly\/i\/1CnWM<\/p>\n

\n\t– China Property stocks TANKING -7% today! Down the most since 2009 as China tightens mortgage rules. Higher down payments & rates on 2nd home<\/p>\n

\n\t– BA-ML finds A-REITs fairly valued and says further upside will come from capital management initiatives #REITs #investing #equities<\/p>\n

\n\t– Morgan Stanley sees opportunity in beaten down #gold equities; turns bearish on A-REITs and advises clients to take profits on #REITs<\/p>\n

\n\t– There's no growth in #ANZ Bank's growth strategy, say analysts at Morgan Stanley. Rating Underweight, target cut to $22.90<\/p>\n

\n\t– Macquarie sees less than 9% in return ahead for Oz Equities next 12 mnts; note 4.5% in dividends included. Similar return for resources<\/p>\n

\n\t– CIMB analysts went to Lihir Island and effectively returned with the message that Newcrest is -again- going to downgrade production guidance<\/p>\n

\n\t– Bearish Divergence. Currently I'm seeing 62% of the top 50 stocks that are hitting equal or higher highs showing divergence. #ausbiz<\/p>\n

\n\t– David Rosenberg: Fed's QE in 2013 is akin to 125bp cuts to interest rates while conditions are not in place for bonds sell-off<\/p>\n

\n\t– David Rosenberg: #gold down for 5 months out of past 5; longest losing streak since last phase of previous bear market in 1997<\/p>\n

\n\t– Glushkin Sheff's David Rosenberg: look deeper and you'll see that Risk Off is making a return. #Commodities at lowest levels in 7 weeks<\/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\/61455"}],"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=61455"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61455\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=61455"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=61455"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=61455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}