by lauren@ldpdevelopment.co.za | Jun 11, 2020 | American Equities, Asset Allocation, Equities, Politics, Technical Analysis
Finally last night the NASDAQ reached the 10’000 level, much faster in fact than most people thought in a frenzied market and a last batch of strength in the tech mega-caps. 10’000 is clearly an important psychological milestone, but as the chart above shows, it is a...
by lauren@ldpdevelopment.co.za | Jul 4, 2019 | American Equities, Asset Allocation, US Dollar (USD), World equities
As our readers know we are of the view that the 2009 – 2019 secular bull market in US equities is about to end and that the current bond melt-up linked to overly optimistic expectations of monetary easing by the FED marks the end of it. The Big Cyclical Bear market...
by lauren@ldpdevelopment.co.za | May 1, 2019 | Macro, macroeconomics
One third of 2019 is already behind us and, to say the least, it has been the heck of a third in the financial markets. On 31st December 2018, very few commentators expected the equity markets to rally, fear was prevalent and analysts were busy revising their...
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...
by lauren@ldpdevelopment.co.za | Sep 28, 2018 | Asset Allocation, World equities
A couple of weeks ago, as US equity markets were making new all-time highs and emerging markets were rebounding we flashed an orange warning signal. The weak internal dynamics of US equities, the unusual rise in bonds yields and equity markets at the same time, the...
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