{"id":63000,"date":"2013-12-20T10:27:52","date_gmt":"2013-12-19T23:27:52","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/12\/20\/your-editor-on-twitter-167\/"},"modified":"2013-12-20T10:27:52","modified_gmt":"2013-12-19T23:27:52","slug":"your-editor-on-twitter-167","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/12\/20\/your-editor-on-twitter-167\/","title":{"rendered":"Your Editor On Twitter"},"content":{"rendered":"<p>By Rudi Filapek-Vandyck, Editor FNArena<\/p>\n<p>I 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&#039; Marketwatch, 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 financial markets myself.<\/p>\n<p>While 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.<\/p>\n<p>For 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<p>&#8211; Time to Buy #QBE, says BA-ML. Price target suggests 30% upside. Rating lifted to Buy from Neutral. Guidance considered conservative<\/p>\n<p>&#8211; Macquarie reports shift to higher quality product in #China likely to keep #ironore 2014 prices high, at least in first half #commodities<\/p>\n<p>&#8211; Citi observes 2013 has been disastrous for contrarian trades. Try again 2014? Contrarian equals Emerging Markets, #Commodities #investing<\/p>\n<p>&#8211; Citi predicts: 2014 will be the year of New Zealand. Kiwi economy likely to turn into star performer. Contrast with Australia &quot;striking&quot;<\/p>\n<p>&#8211; Amidst all the Taper hullaballoo: anyone noticed #commodities not joining the party? #ironore down for the week, now back at US$132.70\/t<\/p>\n<p>&#8211; Finally? 2014 predicted to be the year that #uranium makes a come-back (it has been a long wait) <a href=\"http:\/\/bit.ly\/19AR2PG\">http:\/\/bit.ly\/19AR2PG<\/a>&nbsp; #commodities<\/p>\n<p>&#8211; Interesting: CS closes short position for Tatts (#TTS) as share price has underperformed, but now suggests going short Toll Holdings (#TOL)<\/p>\n<p>&#8211; Here&#039;s my prediction for 2014&#8230;I predict that many people will make incorrect predictions<\/p>\n<p>&#8211; Goldman Sachs: new export tariff in China for #fertilizer exports is negative for global DAP pricing due more favourable China export policy<\/p>\n<p>&#8211; Says CS: Abbott government not yet embracing deficit spending; onus on RBA to cut further. Downside risks to corporate profits #investing<\/p>\n<p>&#8211; BA-ML reports 3 most crowded trades are short Yen, long S&amp;P 500, long US High Yield. Percentage of fundies underweight Materials stocks huge<\/p>\n<p>&#8211; IF DANTE&#039;S INFERNO WAS A CHART, IT WOULD LOOK LIKE THIS &#8211;&gt; <a href=\"http:\/\/stks.co\/g03cj\">http:\/\/stks.co\/g03cj<\/a><\/p>\n<p>&#8211; Crude #oil markets: it&#039;s demand growth versus record supply in 2014 <a href=\"http:\/\/goo.gl\/SlgJqK\">http:\/\/goo.gl\/SlgJqK<\/a>&nbsp; #commodities<\/p>\n<p>&#8211; Citi anticipates choppier 2014 for US #equities, with emphasis on earnings growth rather than PE expansion, but LT bull thesis intact<\/p>\n<p>&#8211; Latest sector update by JP Morgan confirms #ironore stronger for longer, but maintains #copper likely to trend lower in H2 2014 #commodities<\/p>\n<p>&#8211; Macquarie predicts #gold will be range-bound between US$1,200-1,400\/oz through 2015. Value emerging amongst (some) gold #equities?<\/p>\n<p>&#8211; Observation: At yesterday&#039;s close #BHP shares offer 3.9% forward implied dividend yield. Historically, 4% has proved to be strong support<\/p>\n<p>&#8211; CIMB sees AUD\/USD falling to 0.86 by year-end 2014 with Fed bonds purchases to cease by mid-year #investing<\/p>\n<p>&#8211; ANZ Bank seems pretty adamant about it: #China is very likely to lower the growth target to 7% for next year #commodities<\/p>\n<p>&#8211; Macquarie: #Equities to outshine Bond, Cash and Commodity asset classes in 2014. Cyclical Value, Earnings Momentum to prove best strategies<\/p>\n<p>&#8211; JP Morgan: Our sense is the cyclical bounce in domestic data has faded. No RBA hike until at least 2015. 2014 another yr subtrend growth<\/p>\n<p>\nYou can add my regular Tweets on Twitter via @filapek<\/p>\n<p><em>Find out why FNArena subscribers like the service so much: &quot;<a href=\"http:\/\/www.fnarena.com\/index4.cfm?type=dsp_newsitem&amp;n=29EB960D-9DFF-C00E-7F6B464E5D52E250\">Your Feedback (Thank You)<\/a>&quot; &#8211; Warning this story contains unashamedly positive feedback on the service provided.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This week&#8217;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\/63000"}],"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=63000"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/63000\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=63000"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=63000"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=63000"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}