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 | Oct 11, 2019 | American Equities, Equities
Facebook is still riding high To put it mildly, Facebook has experienced has a lot of ups and downs over the past year. Most notably, the security and privacy concerns which arose as a result of the Cambridge Analytica scandal, made this year a tough year the social...
by lauren@ldpdevelopment.co.za | Jul 18, 2019 | American Equities, Equities
As we have been expecting since March 2018, the leaders of the 2009 – 2018 bull market, the FAANGs, are now facing more and more headwinds and not one day goes by without the announcement of a new probe either for anti-trust positions or for taxation. In addition, the...
by lauren@ldpdevelopment.co.za | May 26, 2019 | Bonds Monitor, Commodity Monitor, Currency Monitor, Equity Monitor, Weekly Monitors
Weekly Market Review 25 May 2019 Please Click on the home page above to download the full report
by lauren@ldpdevelopment.co.za | Mar 22, 2019 | American Equities, Equities
The US equity rally sees no end and started a new leg this week as the FED adopted a clearly dovish stand. In the past two days, US technology stocks have risen sharply as individual investors are piling back in and the Nasdaq index is now up 27 % since its...
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 12, 2018 | American Equities, Asian Equities, Asset Allocation
The sharp correction we anticipated in the past few weeks ( see our post A sharp global correction may be imminent published on Sep 28th ) took place this week, surprising the majority of investors by its violence. Global equity markets tumbled 5 to 6 % on average...
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