REXSOLOM INVEST

This week we look at the impact of the Israel/Iran war and what the potential fallout could be, especially w.r.t oil. The dollar continues to weaken - is this part of the sunset of the US empire, and who will fill the void? The US has kept interest rates on hold, and the rest of the world is doing its own thing. 

This week, we chat about the economic fallout from renewed tensions in the Middle East. Trump accounts are the latest gimmick floated by Trump2.0 - what might that look like. We also discuss the future of location and work - will we start to see an aggregation of like-minded, and similarly skilled individuals in tax-friendly locations start to pop up, like Silicon Valley in the last century? 

This week, Cobie and Dawn focus in on the RSA economy, and what is needed to drive it forward - to lift the dismal 1% GDP and 35% unemployment numbers

This week Cobie and Dawn talk about the RSA drop in interest rates, the economy and sticky inflation in the UK and then chat about the new developments in AI

This week we look at the US/RSA meeting in the oval office, with a sigh of relief that there wasn't another Zelensky moment. The RSA Budget was finally pushed through, and has the growth focus we were all hoping for. If you want more in-depth analysis head over to our website, www.rexsolom.co.za and get on our newsletter database.

This week Cobie and Dawn look at big pharma in the wake of (yet another) Trump 'initiative'. Bonds are still the major concern for the US economy, and Powell and Bessent must be tearing their hair out. The China Tariff pause didn't have the expected effect on the markets. South African markets are taking advantage of Emerging Market popularity, and the Rand is strengthening again. 

This week, we look at the evolving tariff situation and Scott Bessent's new role. Cobie also does a deep dive into Google and its way forward in the world of AI. Subscription to our Newsletter is free, and you can get on the mailing list at www.rexsolom.com  

Should leaving a legacy come at the cost of a comfortable retirement? How and when do you have a chat with your kids about financial independence? legacies take years to build - how to get them right from the start. 

This week Dawn and Cobie discuss the continuing tariff saga, Japan's emboldened moves, China's stalemate and the possibility of a recession, following the first quarter of negative GDP growth in the US. 

This week, Dawn and Cobie continue to look at the unfurling saga of tariffs and how they are impacting foreign relations, stock and bond markets. When markets dip, it's time for asset managers to go bargain hunting - Cobie talks about one of the stocks that have come onto his radar recently - Hoya Corp. 

Bond markets sent Trump a clear message that his path was going to end in tears, so he doubled down and talked about firing Powell. Damage is being done that cannot be reversed and we are seeing a new world order emerge. 

Was there any other new last week except the tariff war, and despite delaying the recording of the podcast, it changed again, with Trump backing off on most of the important China tariffs, as we expected he would at some point. Sure equities took a hammering, but it was the bond market that was the persuader at the end of the day. 

This week it's all about tariffs and markets - but looking through all the bad news and finding the opportunities and waiting for the bottom - which may not be that far off. This podcast is based on our Monday Morning Newsletter, you can get on the database at rexsolom.co.za

This week Cobie Le Grange and Dawn Ridler have a deep dive into some issues affecting markets right now. The impact of tariffs, specifically on autos and pharma (this week) - especially on RSA's thriving auto industry. Europe has taken up the challenge of America's isolationist policies, and these are starting to play out in the markets. 

This week we look at the chaos in the markets and how this is impacting policy decisions globally, interest rates and investments. Here in RSA, we have our own chaos that is simmering in the background, with the budget yet to be approved in parliament. Outside of the US shares are on the rise - from Europe through to China. 

In this podcast, Dawn Ridler and Liam Wright discuss how to structure and design those 'pensions' you want in retirement so that you don't outlive them. 

This week we have a look at the volatility in the US markets, including the weakening dollar and try and decipher whether or not this a new trend, or short correction. Can RSA Inc learn lessons from Trump's attempt to downsize government? 

This week, we look at the unfurling impact of on-again-off-again tariffs and how it is changing world trade. Europe isn't waiting for Trump to change his mind, they are starting to spend, and spend big. This week we also have a closer look at Google, and how they are going to leverage AI going forward. 

This week we look at the US deficit and how that might effect US treasuries and whether the same approach could be used elsewhere - including here in RSA. The political move to the right continues in Germany - what role does the economy play? This is a podcast based on our popular newsletter - get on the database at www.rexsolom.co.za

This week we look at the budget that wasn't and the leaked version too. Ukraine, Trump and NATO are still in the news - is the USA's isolation going to lead to a vacuum for China to fill? Rand is surprisingly resilient - why?

This week we look at the continued fall out in RSA over the AWC act. NATO, Ukraine and Hegseth. Whether Trump's legacy will be debt reduction and finally a look at Hermes.

This week Cobie and Dawn discuss the economic implications of the Acquisition without Compensation Bill and Trump's executive order that has put RSA Inc, and the ANC specifically on notice. This podcast is based on our weekly newsletter, available free on our website https://rexsolom.co.za/  

This we look at Deep Seek and its possible future impact on AI. Earnings season is underway and there were some surprises - and surprise market reactions - especially to Tesla's mediocre earnings. Loadshedding is back, but Eskom has much bigger problems if it wants to return to profitability. 

This week we have a look at some of the possible impacts of Trump's policies, especially wrt oil, and how much control he actually has over the commodity. We aren't expecting another bumper year in the US markets, but Trump's policies are business-friendly and so market-friendly too - we're watching for catalysts that might turn the markets bearish. 

This week Cobie Le Grange and Dawn Ridler are going to be looking ahead to 2025 and what might be in store for us. They do an in-depth dive into the world of bonds and how they play such an important role in investment portfolios. They also have a look at Richemond - and the challenges faced by De Beers.