by lauren@ldpdevelopment.co.za | Jun 17, 2020 | American Equities, World equities
Warning investors about a potential upcoming crash is a risky exercise in finance and there are very very few analysts who dare to do it. However, in exactly the same way that storm warnings issued by meteorologists allow citizens, cities, and countries to protect...
by lauren@ldpdevelopment.co.za | Jun 5, 2020 | American Equities, Asset Allocation, global equities, macroeconomics
Chandler Asset Protection Ltd’s SPECIAL REPORT June 2020 Click Here to DOWNLOAD the full report in PDF Format
by lauren@ldpdevelopment.co.za | Feb 20, 2020 | American Equities, Equities
In the past few months, and particularly since October 2019 when the Fed cut interest rates for the third time and started injecting more than 500 Bln. into the Repo market, US equities went into an un-interrupted rally with tremendous excesses in the technology...
by lauren@ldpdevelopment.co.za | Jan 15, 2020 | American Equities, Asian Equities, Asset Allocation
Credit Cover Photo Raj – Unsplash.com The 2019 DEFLATION SCARE triggered record-low interest rates and massive liquidity injection through rate cuts and Central Bank balance sheet expansion. The net effect was to EXTEND the cycle and feed speculative bubbles in almost...
by lauren@ldpdevelopment.co.za | Feb 6, 2019 | American Equities, Asian Equities, Asset Allocation, Equities
The Financial markets are living in a world of extremes and after the worst December since 1931 we had the strongest momentum rally in 40 years in January with a bounce that took the NASDAQ 19.5 % higher since its December low. At this stage, the US market is clearly...
by lauren@ldpdevelopment.co.za | Oct 30, 2018 | American Equities, Asset Allocation
In our post titled THE END OF TECH dated March 26th 2018, we were amongst the first analysts to warn investors about the coming end of the entire super-cycle of technology stocks. Technology and the wide-ranging application of internet was the story that captured the...
by lauren@ldpdevelopment.co.za | Oct 25, 2018 | Asset Allocation, Equities
Thirty-one years ago, almost to the day, the Dow endured its steepest sell-off in modern times, falling 22.61% on October 19, 1987. Market corrections are never easy to digest, and the current pullback for the stock market is another case in point. Yesterday’s...
by lauren@ldpdevelopment.co.za | Oct 20, 2018 | Asset Allocation, Equities, macroeconomics, Yuan
Over the past few years, and particularly since the election of Donald Trump as President of the United States of America in November 2016, China-bashing has become a generalized phenomenon in the US. From the ill-timed and ill-conceived US trade war launched in...
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