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
****<\/p>\n
– NAB maintains – Counter-intuitive, but CLSA's quant team persists: long Amcor (AMC) and short Fortescue (FMG) – Trading Idea from Morgan Stanley: Woodside (WPL) shares to fall next 30 days as share price has run while upside is priced in, no catalysts<\/p>\n – Says Macquarie: – Glushkin Sheff's Dave Rosenberg points at massive net speculative short position Comex – Overnight price action: US – Danske Bank sees further slowing – Dennis Gartman says S&P500 may see short covering rally in next few days, but underlying bias remains to the downside – Concludes CBA: Australia to see considerable boosts to materials and labour demand over 2014 and 2015 from residential construction boom<\/p>\n – ANZ Bank maintains forecast that – US – FlashBoys by Michael Lewis – a book review http:\/\/tiny.cc\/o13dex<\/a><\/p>\n – Observed: chartist Daniel Goulding says ASX200 to breach 5330 in week ahead, then rally to 5580, still target 4930 by year end – Macquarie: tight credit growth posing significant downside risk – Citi makes The Call: – Citi cannot believe it: Sigma shares have rallied with ongoing tough context, no outlook for growth and need for higher capex. Sell – Overnight price action: US – Conclusion drawn by CBA: In our view, the risk is for a November (Melbourne Cup Day) rate rise, even with firmer than expected AUD – Citi's outlook for – Goldman Sachs calls current – Offers Macquarie: While cold weather impacted US data in January-February, don't think this explains the entire deceleration in activity<\/p>\n – Morgan Stanley turns bullish on consumer electronics, believes JB Hi-Fi ( – Macquarie worries – Overnight price action: up, up, up for – Friday's Price action: US – CIMB makes non-consensus call: CCA ( – Dennis Gartman sticks to view US \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>China<\/strong><\/a> GDP to grow by 7.3% in 2014. Close enough to Beijing's target to satisfy policy makers, say NAB economists #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> economy's underlying dynamics remain weak. Economy still facing significant downside risk in late 2Q or early 3Q<\/p>\n#<\/s>copper<\/strong><\/a>, suggesting a rally should be on the horizon<\/p>\n#<\/s>equities<\/strong><\/a> rally. #<\/s>Oil<\/strong><\/a> up. #<\/s>Gold<\/strong><\/a> stable. Base #<\/s>metals<\/strong><\/a> rally. #<\/s>Ironore<\/strong><\/a> falls US90c to US$116.20\/tonne #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> GDP to 7.3% y\/y Q2 and 7.2% Q3. Risks to downside, thus cut in reserve requirement possible in June<\/p>\n#<\/s>equities<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a>’s GDP will grow 7.2% this year, with economy likely to rebound to 7.5% in Q2 #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Equities<\/strong><\/a> weakness in April. Is it just about portfolio adjustments? Here's what else is happening in background http:\/\/tiny.cc\/c43dex<\/a><\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> economy 2Q and beyond. Likelihood RRR cut mid-year has increased<\/p>\n#<\/s>China<\/strong><\/a> demand for #<\/s>commodities<\/strong><\/a> has bottomed, for now, and should increase throughout rest of 2014, and into 2015<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> volatile, but up. #<\/s>oil<\/strong><\/a> down. #<\/s>Gold<\/strong><\/a> down. Base #<\/s>metals<\/strong><\/a> down. #<\/s>Ironore<\/strong><\/a> up US10c to US$117.10 a tonne<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> prices: weak Q2, better H2, then decline to US$80\/t average in 2016 #<\/s>commodities<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>coal<\/strong><\/a> prices "unsustainable" but also sees no relief in sight, further cuts price forecasts #<\/s>commodities<\/strong><\/a><\/p>\n#<\/s>JBH<\/strong><\/a>) will upgrade guidance at May 9 market update #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> GDP growth might fall below 7% mid-year, but remains alert for stimulus to safeguard government's 7.5% target<\/p>\n#<\/s>equities<\/strong><\/a>, #<\/s>oil<\/strong><\/a>, #<\/s>gold<\/strong><\/a>, base #<\/s>metals<\/strong><\/a> and US Treasury yields. #<\/s>Ironore<\/strong><\/a> up US10c to US$117.00 a tonne<\/p>\n#<\/s>equities<\/strong><\/a> down. #<\/s>Oil<\/strong><\/a> mixed, Brent down. #<\/s>Gold<\/strong><\/a> stable. Base #<\/s>metals<\/strong><\/a> mixed. #<\/s>Ironore<\/strong><\/a> down US$2.20 to US$116.90\/t<\/p>\n#<\/s>CCL<\/strong><\/a>) is the cheapest listed bottler globally and we see FY14 as an inflexion point for earnings. Buy?<\/p>\n#<\/s>equities<\/strong><\/a> have a long way further to fall before this correction has run its course; technically ugly<\/p>\n