by lauren@ldpdevelopment.co.za | Feb 20, 2020 | currencies, Euro (EUR)
On November, 20th 2019, we recommended investors should BUY the EUR at 1.10 against the US Dollar in a post titled SELL THE US DOLLAR . Our fundamental thesis was that we were completing a major and complex top in the secular USD bull market that started in 2014 and...
by lauren@ldpdevelopment.co.za | Jul 24, 2019 | Asset Allocation, currencies, US Dollar (USD)
As our regular readers know, we have been bullish US dollars for several years now, starting in 2014, on the back of positive economic growth differential, positive nominal rates differentials and positive real interest rates differential. The strength of the US...
by lauren@ldpdevelopment.co.za | Nov 1, 2018 | Asset Allocation, currencies, Euro (EUR), US Dollar (USD)
In our various articles during 2018 we were amongst the few commentators that correctly predicted the rally in the US dollar.Indeed the US currency rose from 1.255 in April 2018 to 1.1301 in August and October, a 10 % appreciation over the 8 months period.Our...
by lauren@ldpdevelopment.co.za | Oct 18, 2018 | Asset Allocation, Investment Ideas, World equities
Over the past few weeks we have been warning about a continuing underperformance of European equities versus most other equity markets and indeed, most European equity indexes have remained in a well-established bear market. Last week, the Euro Stoxx and most other...
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