REXSOLOM INVEST

Rexsolom Invest Week 23 2025

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

Rexsolom Invest podcast for week 22 2025

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

Rexsolom Invest - Economic roundup for Week 21

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.

Rexsolom Invest Week 20 Economic update

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. 

Rexsolom Podcast, Week 19 2025

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 

Wealth Ecology - In this episode we discuss the thorny issue of how to leave your kids a legacy

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. 

Week 18 2025 Rexsolom Invest Podcast

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. 

Tariffs, trade and budget deficits all in the Podcast this week.

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. 

Cobie and Dawn chat about Tariffs, the FED and the continued fallout in markets. Week 16 2025.

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. 

What a week! Rexsolom Invest week 15 2025 podcast

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.