by lauren@ldpdevelopment.co.za | Apr 30, 2020 | American Equities, Asset Allocation, World equities
America just released last week’s job numbers. Another 3.9 Million Americans lost their jobs taking the total to 30 million in the last month alone… ECB’s President Christine Lagarde just warned that the Eurozone economy could contract by -12 % in 2020… Federal...
by lauren@ldpdevelopment.co.za | Apr 9, 2020 | Asset Allocation, global equities
As we have written as early as February, it was our conclusion that COVID-19 would ultimately disappear on its own after a certain period of time, having inflicted a lot of damage to the world and the Western economies in particular. In this article, thanks to the...
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 | Sep 27, 2019 | American Equities, Equities, World equities
On September 28th 2018, almost one year ago, in a post titled A SHARP GLOBAL CORRECTION MAY BE IMMINENT, we warned investors about an upcoming correction with the same flashing red light… We were proved right and the MSCI WORLD INDEX lost 18.5 % between that date and...
by lauren@ldpdevelopment.co.za | May 15, 2019 | American Equities, China, global equities, Politics, Technical Analysis, World equities
After the wild moves of last week, and, frankly, of the first four months of the year, investors are righty scratching their heads in search of a logic and a direction to follow for their portfolios. Indeed, the beginning of the year has been volatile and we correctly...
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