by lauren@ldpdevelopment.co.za | May 19, 2020 | American Equities, Technical Analysis
For the completion of the powerful bear market rally that started on March 23rd, there were two elements missing : The last bit of really good news that could come out about COVID; the prospects of a vaccine, and, investors turning resolutely bullish, the last piece...
by lauren@ldpdevelopment.co.za | Apr 20, 2020 | Macro, Uncategorized
As we are now mid-April and economic data for the first quarter of 2020 are being published, we felt it was appropriate to make a first assessment of the economic impact of the COVID -19 coronavirus at this stage and try to fathom the depth of the economic damage in...
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...
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