by lauren@ldpdevelopment.co.za | Nov 20, 2018 | Asset Allocation, bonds
For the past three years we have been totally out of fixed rate bonds and recommended investors to avoid them altogether. In 2016, the world moved into the new long term Kondratieff cycle, and in particular into the SPRING phase where inflation rises...
by lauren@ldpdevelopment.co.za | Nov 12, 2018 | bonds, commodities, currencies, Equities, Technical Analysis
Most Equity markets rebounded last week following the results of the US midterm elections apart from the Chinese markets who succumbed to Trade Wars fears and a perceived economic slowdown. BUY CHINA, THAILAND, INDONESIA, SINGAPORE, GREECE, DUBAI, AUSTRALIA, NEW...
by lauren@ldpdevelopment.co.za | Nov 4, 2018 | bonds, commodities, currencies, Weekly Monitors, World equities
The month of October always had a frightful reputation.The market declines of 1929 and the 1987 crash both happened in October even if they ultimately had very different outcomes, one leading to the Great Depression and the second one being just a painful hitch in a...
by lauren@ldpdevelopment.co.za | Oct 4, 2018 | Asset Allocation, bonds, Macro
In our various posts since last year, we have been warning about the return of inflation and considered that this was not the time to be invested in fixed rate bonds in any of the major bond markets. The extra-ordinary measures taken by the US, European and Japanese...
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