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
– UBS strategists report headwinds building FY15 corporate profits. Most negative on Cochlear ( – Bell Potter moves to Strong Overweight on diversified financials, but with downgrade to Hold for Computershare ( – Trading Tip from Morgan Stanley: DuluxGroup ( – World is increasingly uncomfortable with – Overnight action: – It's a proper risk-off market, says NAB. – BA-ML concludes: – Post Budget Trading Idea from Morgan Stanley: SG Fleet ( – Overnight action: – Pssssst! Bell Potter has lifted its 12-mth price target for CommBank ( – BA-ML predicts data – Not what Australia wants to hear: Vale is finally getting its act together and – Pair trade "with conviction" from BA-ML: Buy Flight Centre ( – Overnight action: US – Dennis Gartman goes short crude – What were these photographers thinking? Laugh, scratch your head and weep (don't try to explain) http:\/\/tiny.cc\/445rfx<\/a><\/p>\n – Overnight Price action: – ANZ bank believes recent – Macquarie suggests investors\/commentators are missing the point: latest – Monday Morning: US – A warning from Westpac: expectation data pulse for \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>COH<\/strong><\/a>), Treasury Wine (#<\/s>TWE<\/strong><\/a>) and #<\/s>CCL<\/strong><\/a> #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>CPU<\/strong><\/a>) #<\/s>investing<\/strong><\/a> #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>DLX<\/strong><\/a>) shares to outperform ASX200 over next 30 days #<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> 's extreme reliance on property. This year's stimulus the swansong? http:\/\/tiny.cc\/k52vfx<\/a><\/p>\n#<\/s>Equities<\/strong><\/a> down. #<\/s>Oil<\/strong><\/a> mixed. #<\/s>Gold<\/strong><\/a> down. Base #<\/s>metals<\/strong><\/a> down, #<\/s>nickel<\/strong><\/a> in particular. #<\/s>Ironore<\/strong><\/a> down US70c to US$102.80\/tonne<\/p>\n#<\/s>Equities<\/strong><\/a> lower, US 10 yr yields 2.496%, commodities lower and JPY the FX outperformer #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> stimulus 2009 has done little good in long run with corporate sector battling over-capacity and over-leverage<\/p>\n#<\/s>SGF<\/strong><\/a> ) to rise in price relative to ASX200 over next 60 days #<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> retreat. #<\/s>Oil<\/strong><\/a> higher. #<\/s>Gold<\/strong><\/a> down. Base #<\/s>metals<\/strong><\/a> higher, except #<\/s>nickel<\/strong><\/a>. #<\/s>Ironore<\/strong><\/a> unchanged at US$103.50\/tonne<\/p>\n#<\/s>CBA<\/strong><\/a>) to $85 – and that was BEFORE today's trading update #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> property markets will get worse first in months ahead, but disagrees with concerns about hard landing #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> expansion is picking up steam #<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>FLT<\/strong><\/a>) – Underperform Wotif (#<\/s>WTF<\/strong><\/a>) #<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> set new records. #<\/s>Oil<\/strong><\/a> higher. #<\/s>Gold<\/strong><\/a> stable. Base #<\/s>Metals<\/strong><\/a> mixed, lower. #<\/s>Ironore<\/strong><\/a> unchanged at US$103.00\/tonne<\/p>\n#<\/s>oil<\/strong><\/a> as US considers Strategic Petroleum Reserve + Libya looks like adding supply. Sees US$6-8\/bbl downside<\/p>\n#<\/s>equities<\/strong><\/a> up, including #<\/s>mining<\/strong><\/a> stocks. #<\/s>Oil<\/strong><\/a>, #<\/s>Gold<\/strong><\/a>, Base #<\/s>Metals<\/strong><\/a> up, up, up. #<\/s>Ironore<\/strong><\/a> up US30c to US$103.00\/t<\/p>\n#<\/s>China<\/strong><\/a> data suggest a general risk-aversion sentiment has taken hold. PBoC might yet provide liquidity #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> data show excess supply across key #<\/s>commodities<\/strong><\/a> markets<\/p>\n#<\/s>equities<\/strong><\/a> slightly up. #<\/s>Oil<\/strong><\/a> down. #<\/s>Gold<\/strong><\/a> stable. Base #<\/s>metals<\/strong><\/a> mixed, #<\/s>nickel<\/strong><\/a> up. #<\/s>Ironore<\/strong><\/a> down US$1.00 to US$102.70\/tonne<\/p>\n#<\/s>China<\/strong><\/a> over the majority of 2014 will continue to depict an economy which is decelerating<\/p>\n