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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– Macquarie: steel demand conditions – Overnight: – Morgan Stanley reiterates there will be no collapse in – – Citi has turned bullish on thermal coal, sees price rallying into year-end (after eight dismal months) – Overnight: mixed. – Danske Bank research suggests there is structural element to slow down in – ANZ Bank also anticipates – WilsonHTM anticipates FY15 year of no growth for Nearmap. Risks seen as high. US entrance will not add growth short term – UBS confident restocking in Nov-Dec will push – Morgan Stanley agrees with other brokers: weakness in Virtus Health is buying opportunity. Upgrades to Overweight, target $8.89 – Has Telstra now become the default, go-to destination for yield seeking investors? I think the answer is affirmative http:\/\/goo.gl\/4k8w0x<\/a><\/p>\n – Overnight: – Overnight: US – Remarkable: JP Morgan's Resources versus Financials Timing Model still favours the latter – Credit Suisse has kicked Fortescue out of its Long Portfolio (total losses incurred 21%) and replaced with iiNet – Friday's action: \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>China<\/strong><\/a> appear softening, threat of destocking presents near-term downside risk #<\/s>ironore<\/strong><\/a> prices #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> down. #<\/s>Oil<\/strong><\/a> mixed. #<\/s>Gold<\/strong><\/a> higher. Base #<\/s>metals<\/strong><\/a> weaker. #<\/s>ironore<\/strong><\/a> slides to US$87.30\/t. A$ US93.58c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> prices; foresees return to mid-US$90\/t before long #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>Tin<\/strong><\/a> has been the second worst performing base #<\/s>metal<\/strong><\/a> in 2014 and Macquarie sees no swift turaround looming with plenty of supply around<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>Equities<\/strong><\/a> stable, mixed. #<\/s>Oil<\/strong><\/a> mixed. #<\/s>Gold<\/strong><\/a> stable. Base #<\/s>metals<\/strong><\/a> mixed. #<\/s>ironore<\/strong><\/a> now at US$88.20\/t. A$ US9334c #<\/s>Ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> housing markets, anticipates slow recovery only #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> price will spike back above US$100\/t before year-end, but also notes supply to remain important #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> price back above US$100\/t #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> continue climb. #<\/s>Oil<\/strong><\/a> mixed. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> mixed. #<\/s>ironore<\/strong><\/a> at 12 month low, US$88.90\/t A$ US93.06c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> new all-time highs. #<\/s>Oil<\/strong><\/a> mixed, #<\/s>Gold<\/strong><\/a> down. No #<\/s>metals<\/strong><\/a> trade #<\/s>ironore<\/strong><\/a> down US90c to US$89.20\/t A$ US92.90c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a>'<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> mixed weaker. #<\/s>Oil<\/strong><\/a> down. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> mixed. #<\/s>ironore<\/strong><\/a> down US$1.80 to US$90.10\/t A$ US93.1c #<\/s>ausbiz<\/strong><\/a><\/p>\n