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...
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