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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– The good news according to BAML: It looks like global production for – This is why investors are enthusiastic post Rio Tinto's results: "Expect materially increased cash returns to shareholders" (BAML) – Consider it a warning: Next decade likely to be different than past 3 as interest rate tailwind may become – Overnight: – Meanwhile in the background: ANZ Bank concerned about inflation building in 2015 in Asia, at lower growth. Central Banks to tighten – – Going against the grain: Goldman Sachs upgrades Oz Forex to Buy and includes stock in Conviction List – Overnight: US – Goldman Sachs warns: don't think rebalancing – Why use analysts' views and forecasts? Here's a rather elaborate insight based on 14+ years of personal experience http:\/\/tiny.cc\/6bc5jx<\/a><\/p>\n – Citi sums it up best (on Downer EDI – something to remember, as an investor): "Only So Much Management Can Do" Never ignore trends – Overnight: US – Under the radar: – – Goldman Sachs previews miners' results reports in Oz: Margin squeeze on falling prices; Capital management unlikely – The power of the shorts. – JP Morgan has updated commodities price forecasts. Top picks remain RIO and ILU, least preferred sector exposures ERA and AWC – Citi bulls have little doubt: remain constructive on global equities. Earnings growth will be the key driver of markets from here – Goldman Sachs: history shows probability of 5% share market correction this year with valuations where they are is 100% – Friday action: \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>ironore<\/strong><\/a> will remain flat, until 2015. Grade discounts falling #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> headwind, says Citi<\/p>\n#<\/s>equities<\/strong><\/a> continue to struggle. #<\/s>Oil<\/strong><\/a> up. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> mostly up. #<\/s>Ironore<\/strong><\/a> up US10c to US$96.00\/t AUD US92.70c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> index at lowest level since 09. Is this why #<\/s>Beijing<\/strong><\/a> enjoying best air since 2011? http:\/\/reut.rs\/1mocTwn <\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> choppy but stable. #<\/s>Oil<\/strong><\/a> mixed. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> mixed, #<\/s>copper<\/strong><\/a> down. #<\/s>ironore<\/strong><\/a> up US40c to US$95.90\/t #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> market is done, it's early stage instead. Retains US$80\/t forecast for 2015 #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> in pullback mode. #<\/s>Oil<\/strong><\/a> down, #<\/s>gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> down. #<\/s>ironore<\/strong><\/a> up US10c to US$95.50\/t. AUD US92.90c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> is exporting more and more of its domestic #<\/s>steel<\/strong><\/a> production. Global ramifications? http:\/\/www.meps.co.uk\/ChinaSteelNews714.htm …<\/a><\/p>\n#<\/s>China<\/strong><\/a> property sector slowdown reveals itself through disappointing HSBC Services PMI July, falls to 50.00 = lowest in history of survey<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>Cochlear<\/strong><\/a> most shorted stock (17.75%) in Australia and guess what? Today there's a rocket underneath it #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> weak. #<\/s>oil<\/strong><\/a> down. #<\/s>gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> down. #<\/s>ironore<\/strong><\/a> down US40c to US$95.20\/t. AUD US93.10c #<\/s>ausbiz<\/strong><\/a><\/p>\n