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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– Noteworthy: Deutsche Bank continues to see the RBA on hold over the rest of this year, all of next and the first half of 2016 – UBS Technical Analysis:US market still on way into important tactical top, argue against chasing the SPX higher from current levels – Citi strategists retain mid-2015 target for ASX200 at 6000 with AUD\/USD decline expected to provide additional earnings growth – Overnight: US – Danske Bank: it appears credit-constrained developers – Danske Bank: decline house prices – ANZ predicts the current downward trend in the – ANZ says recent moves will help improve – Trading tip from Morgan Stanley: ANZ Bank shares to underperform the index over the next 60 days – Trading tip from Morgan Stanley: Woodside expected to outperform the index over the next 30 days – Overnight: US – Citi lowers – Local share market is more expensive than it looks face value. No coincidence some are raising cash levels http:\/\/goo.gl\/lnez2a <\/a> – Investors note: soothing words about – Delving deeper into US corporate results, Macquarie concludes: earnings momentum continues to improve and support capital returns – Overnight: US – Notes Deutsche Bank: – Clarifies DBS: The Fed never ‘injected’ US$3.5 trillion into the economy. It laid out a US$3.5 trillion bowl of water that nobody drank<\/p>\n – Avoiding Small Caps with Downgrades is the Momentum Trade, report Quant analysts at JP Morgan – Macquarie: It’s increasingly likely top leaders in – Macquarie remains bullish on global – Raymond James reports most advisors are confused with markets, 77% of all active Portfolio Managers are underperforming the S&P500 – Overnight: Nasdaq down, US – Dennis Gartman stands aside from – BA-ML sees limited cuts to – CIMB advises investors: Buy cyclicals, not – Friday's action: – A new global trend: economists expressing their concern – Something to consider: Research shows lower-risk stocks tend to yield higher returns, in flat contrast to the CAPM theory (JPM) – ANZ Bank probably sums it up best: "SHORT OF FURTHER EASING, \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> up. #<\/s>Oil<\/strong><\/a>, #<\/s>Gold<\/strong><\/a> down. Base #<\/s>Metals<\/strong><\/a> lower. #<\/s>Ironore<\/strong><\/a> down 1.4% to US$83\/t. A$ US89.94c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> are increasingly being forced to liquidate inventories of unsold homes #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> appears more severe than declines in previous two downturns in 2008\/09 and 2011\/12 #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> property prices will be extended to next year. Expect more support from authorities<\/p>\n#<\/s>China<\/strong><\/a> growth momentum but unlikely to provide turnaround growth without further easing policies<\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> up.#<\/s>Oil<\/strong><\/a> down. #<\/s>Gold<\/strong><\/a> stable. Base #<\/s>metals<\/strong><\/a> mixed, mostly lower. #<\/s>ironore<\/strong><\/a> down US30c to US$84.20\/t A$ US89.60c #<\/s>Ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> GDP growth forecasts to 7.3% this year (from 7.5%) and 6.9% next year (from 7.1%) to reflect policy reluctance #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> policies' impact on thermal #<\/s>coal<\/strong><\/a> not shares by CBA where analysts foresee noticeable impact<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> bounce. #<\/s>Oil<\/strong><\/a> up. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> up. #<\/s>ironore<\/strong><\/a> down US70c to US$84.50\/t. A$ US90.95c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>Commodities<\/strong><\/a> have maintained their status as the world’s worst performing asset class so far this year #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> will have to lower next year’s growth target this Dec, likely to 7% #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> (favour USA) and suggest investors keep climbing the wall of worry as the Fed hikes #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> stable. #<\/s>Oil<\/strong><\/a>, #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> lower. #<\/s>ironore<\/strong><\/a> jumps 3.9% to US$85.20\/t. A$ US90.31c #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a>. Finds technical picture disconcerting and notes higher volumes on down days #<\/s>investing<\/strong><\/a> #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> production at current prices given optimism about a rebound, surplus capital accrued from 2013 #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>Resources<\/strong><\/a> as a trade out of Banks and other high-yield defensives #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> weak. US 10-years up 6.09bp to 2.61%. #<\/s>Oil<\/strong><\/a>, #<\/s>Gold<\/strong><\/a> lower. Base #<\/s>metals<\/strong><\/a> up. #<\/s>ironore<\/strong><\/a> up 10c to US$82\/t. A$ US90.07c<\/p>\n#<\/s>China<\/strong><\/a> will not reach targeted 7.5% GDP growth this year. Weekend data soft #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>CHINA<\/strong><\/a> WOULD MISS 7.5% TARGET". Nothing to add, really #<\/s>ausbiz<\/strong><\/a><\/p>\n