– UBS succumbs to market reality, calls a new era of lower prices for – – Morgan Stanley raises conviction further on Domino's Pizza (DMP), says another surprise upcoming at AGM, target to $31.3.Overweight – Trading Idea from Morgan Stanley: Dexus (DXS) shares expected to rise over next 60 days – 51 percent of Americans think bad weather affects cloud computing.<\/p>\n – CS research shows – BTIG: Whatever happens going forward, investors have been put on notice; the tranquility of last 2 plus years is over. Long live normalcy<\/p>\n – Has crude oil caught the same disease as iron ore? My Weekly Insights: http:\/\/goo.gl\/a0fndn <\/a> – Trading Tip from Morgan Stanley: Santos (STO) shares anticipated to outperform ASX200 over next 45 days – Dennis Gartman remains concerned. Says price action is reminiscent of bear market. Rallies are to be sold. Markets poised to bounce – It has begun… experts are starting to call the bottom is in for the Australian share market… maybe… likely… (hopefully?)… – Market strategists at CS suggest investors should buy weaker Aussie shares with ASX200 to target 6000 by year-end 2015 – Morgan Stanley speculates about Aurizon (AZJ) buy back potential as share market (apparently) underestimates balance sheet strength – As far as profit warnings go, yesterday's by WDS could be a candidate for Hall of Fame. Mining services providers, enough said? – Global – PFP Wealth's Tim Price: a wise investor once observed, if you’re going to panic, panic early – Overnight: US – Saudi Arabia reportedly told oil-market analysts it is ready to accept – Dennis Gartman worries as "broader stock market indices have fulfilled the initial rudimentary requirements of a bear market move" – ANZ Bank (undeterred): expect that – Fundamentals, valuations and dividends don't matter when investors simply want to sell. Rationality went out the window as fear begets fear<\/p>\n – Trading ideas from Morgan Stanley: both Orica (ORI) and Leighton (LEI) share prices to weaken over next 30 days – Glushkin Sheff research: first 200bp Fed tightening to have muted impact as was the case in 1984, 1994, 2005. All about next 200bp – Prediction by Dennis Gartman: This is going to get ugly. Capital is frightened. Better to act first and ask questions later \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>ironore<\/strong><\/a>. New range US$80-85\/tonne, long term = US$75\/t #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>Commodities<\/strong><\/a> in 2014 compared to prices in 2013 – it's been test of conviction for the Super Cyclists (thanks to ANZ)<\/p>\n![\"\"](\"http:\/\/www.fnarena.com\/ckfinder\/userfiles\/images\/Commodities%20ANZ%20Bank%202014%20vs%202013.jpg\")
<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>commodities<\/strong><\/a> weaken 62% of the time during USD bull markets. Emerging Markets outperformed only 33% of times #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>auzbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> have seen greed and complacency. Now they're experiencing fear and uncertainty. Biggest threat is panic comes next #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> sell-off final 45 mins. #<\/s>Oil<\/strong><\/a> down. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> up, not #<\/s>tin<\/strong><\/a>. #<\/s>ironore<\/strong><\/a> rallies US$3.20, 3.9% to US$83.10\/t<\/p>\n#<\/s>oil<\/strong><\/a> prices below US$90\/bbl, and as low as US$80, for up to 2 years<\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a>’s GDP will only rise 7.1% y\/y in Q3, the slowest pace since the global financial crisis #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n