by lauren@ldpdevelopment.co.za | Jul 14, 2020 | American Equities, Asset Allocation
Finally, after the most amazing bear market rally of the century and a speculative frenzy that has taken the US Tech mega-caps up between 56 and 105 % in a matter of barely four months, something already exceptional in normal times, let alone in COVID times, we had...
by lauren@ldpdevelopment.co.za | Aug 30, 2019 | American Equities, Technical Analysis
As our readers know, Chandler Asset Protection Ltd was amongst the first commentators to call the end of the rally in technology stocks in February 2018. Since then, the main leaders of the 2009-2018 rally, the FAANGS failed to make new highs and are putting in a...
by lauren@ldpdevelopment.co.za | Jun 27, 2019 | American Equities, Equities, global equities, Technical Analysis
It is clearly our view that the entire 2009 – 2019 US equity bull market is in the process of ending after a 343 % advance in the SP 500 and a 735 % advance in the NASDAQ Index. We expect a last burst of activity in July 2019 and an attempt at marginally new highs –...
by lauren@ldpdevelopment.co.za | Jun 7, 2019 | American Equities, Investment Ideas
In our various articles on the theme of the END OF TECH published since March 2018, we highlighted the fact that the FAANGs had become supranational companies dealing with billions of users across borders, collecting sensitive data on their digital behaviour and...
Recent Comments