By Rudi Filapek-Vandyck, Editor FNArena<\/p>\n
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.<\/p>\n
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.<\/p>\n
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.<\/p>\n
Investors can follow me on Twitter via @filapek<\/p>\n
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– Morgan Stanley believes there's real risk for supply interruption from Rio Tinto's Grasberg – CS reports – Broker report title of the day: The past does not predict the future. CIMB remains bearish on – BA-ML suggests – Macquarie suggests investors better temper expectations for met – Analysts about to downgrade profit growth expectations corporate Australia http:\/\/tiny.cc\/2pgedx <\/a> – Overnight: US – Analysis by BA-ML suggests Mar-Apr & Sept-Nov as the most vulnerable periods for potential corporate bond defaults in – Overnight: US – GINORMOUS, metre-long, 'monster rat'. Yep, it's real people. Story: http:\/\/bit.ly\/1o22FHZ <\/a> via – BA-ML retain view – Dave Rosenberg: – Overnight: US – CLSA says don't be fooled by "insane" PEs for wealth managers, growth engines kicking in making PEs more normal and not expensive – BA-ML: strategy of holding companies that offer both high quality and high growth will continue to be a winning formula in 2014 – Morgan Stanley believes market underestimating international deterioration margins and overestimating upside potential for – UBS sees flattening yield curve US Bonds, triggering less favourable environment for equity, suggesting moderate returns ahead – Overnight: US – HSBC's – Usually a bad sign: Morgan Stanley has ceased covering Gindalbie Metals ( – BA-ML "moderately negative" on outlook \nYou can follow me on Twitter via @filapek<\/p>\n#<\/s>copper<\/strong><\/a> mine, affecting 2% of global supply<\/p>\n#<\/s>Fortescue<\/strong><\/a> focused on repaying debt, has not looked at 355Mt expansion for a while. #<\/s>ironore<\/strong><\/a> worries? You bet! #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Cochlear<\/strong><\/a>, target $45.33. Ouch! #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> government to cut “growth floor” from 7.5% to 7.0% to give it more flexibility, more room for structural reforms<\/p>\n#<\/s>coal<\/strong><\/a> in years ahead, cuts price forecasts, fundamentals poor #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> flat. #<\/s>Oil<\/strong><\/a> up. #<\/s>Gold<\/strong><\/a> flat. Base #<\/s>metals<\/strong><\/a> mixed, mostly lower. AUD\/USD 92.55c. #<\/s>Ironore<\/strong><\/a> up 40c to US$112.30\/tonne<\/p>\n#<\/s>China<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> sell-off on Russian sanctions threat. #<\/s>Gold<\/strong><\/a> down. #<\/s>Oil<\/strong><\/a> stable. Base #<\/s>Metals<\/strong><\/a> down. #<\/s>Ironore<\/strong><\/a> up 10c to US$111.90\/tonne<\/p>\n@<\/s>newscomauHQ<\/strong><\/a> pic.twitter.com\/bprxvcfbId<\/a><\/p>\n#<\/s>Monadelphous<\/strong><\/a>' (MND) profits to decline by 20% between FY13-16 as work available will be shrinking, already is #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> not in bubble, they are simply expensive for the time being. Thinks market is catching breath as earnings catch up<\/p>\n#<\/s>equities<\/strong><\/a> up. #<\/s>Oil<\/strong><\/a> stable. #<\/s>Gold<\/strong><\/a> stable. Base #<\/s>Metals<\/strong><\/a> sharply up. #<\/s>Ironore<\/strong><\/a> up by US$1.30 to US$111.80 a tonne<\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>QBE<\/strong><\/a> Insurance<\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> down, esp biotechs. #<\/s>Oil<\/strong><\/a> little changed. #<\/s>Gold<\/strong><\/a> dumped. Base #<\/s>metals<\/strong><\/a> little changed. #<\/s>ironore<\/strong><\/a> US$110.50 (-20c )<\/p>\n#<\/s>China<\/strong><\/a> Flash PMI at 8 month low but market obviously taking the view stimulus is just around the corner to retain 7.5% GDP target<\/p>\n#<\/s>GBG<\/strong><\/a>) with immediate effect #<\/s>Investing<\/strong><\/a><\/p>\n#<\/s>oil<\/strong><\/a> prices. Sees Brent prices averaging US$105\/bbl in 2014, "dipping to US$90\/bbl at some point"<\/p>\n