{"id":61613,"date":"2013-04-05T10:19:59","date_gmt":"2013-04-04T23:19:59","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/04\/05\/your-editor-on-twitter-131\/"},"modified":"2013-04-05T10:19:59","modified_gmt":"2013-04-04T23:19:59","slug":"your-editor-on-twitter-131","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/04\/05\/your-editor-on-twitter-131\/","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– CS says Oz equities appear slightly expensive with US equities at fair value; resources appear slightly inexpensive, industrials expensive<\/p>\n

\n\t– UBS has downgraded industrial metals in commodities space; downgraded resources stocks in global equities; upgraded Technology to Overweight<\/p>\n

\n\t– Citi believes ASX200 can rise to 5200 by year-end as corporate earnings visibility will improve looking into 2014 (plus RBA rate cuts work)<\/p>\n

\n\t– Even if OZ mkt improves today, it is likely that Australian sharemarket will finish in the red this week (5th straight week of losses). ^SD<\/p>\n

\n\t– Nomura – ASX 200 to hit 4600 by year end. Based on a 5-10% fall in earnings estimates and a forward P\/E of 13x #ausbiz<\/p>\n

\n\t– BAML analysts speculate Suncorp (#SUN) about to offload pieces of Non Core Bank ops plus Strategy Day on May 29. Catalysts for re-rating?<\/p>\n

\n\t– UBS sees no short term catalyst for mining stocks as #commodity price movements are typically the primary driver of earnings. 2014 story?<\/p>\n

\n\t– Sounds a bit optimistic to me: OPEC forecasts that China may overtake US as the world’s top crude oil importer by 2014 #energy<\/p>\n

\n\t– Citi: Orica (#ORI) downgrade cycle has further to run and will limit outperformance. Projects negative EPS growth for next three years<\/p>\n

\n\t– In case you missed it: US crude oil inventories now at the highest level since 1990 and not far off the 1982 record high #crudeoil #energy<\/p>\n

\n\t– Scarsdale Equities' chartist says US equities masking growing weakness, not strength. Breadth is shrinking. Market leaders about to falter?<\/p>\n

\n\t– Gain Capital's Kathleen Brooks sees worrying signs US equities. Suspects investors are fearing sell-off ahead. Data signal recovery fragile<\/p>\n

\n\t– Credit Suisse: European problems are far from over. We are positioning for a deeper risk off phase. We are underweight cyclicals<\/p>\n

\n\t– Chartist Daniel Goulding says never seen index leadership this bearish in Oz; closest reference would be 2001-2002 (bear market, not bull)<\/p>\n

\n\t– BA-ML strategists outline investment case equities: bond yields no longer falling, commodities no longer rising, world is underweight stocks<\/p>\n

\n\t– Macquarie believes companies most to benefit from Roy Hill iron ore start-up include NRW Holdings (#NRW) and Forge Group (#FGE)<\/p>\n

\n\t– CIBC predicts better global econ environment in 2014. (Finally) Time for resources and energy stocks to shine later this calendar year?<\/p>\n

\n\t– Not a single member using the #EUR saw growth in #manufacturing in March. Looking more like an experiment by the day http:\/\/www.markiteconomics.com\/MarkitFiles\/Pages\/ViewPressRelease.aspx?ID=10921 …<\/a><\/p>\n

\n\t– CIBC says not surprised by surprisingly weak US Manuf PMI for March because CIBC expects US econ data to turn out much weaker in Q2<\/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\/61613"}],"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=61613"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61613\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=61613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=61613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=61613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}