REXSOLOM INVEST

This week we look at the challenges of active asset management and ETFs

Underlying softness in economies may be masked by robust markets, especially around AI. This week, we look at a bit at how to get exposure to 'momentum' without substantially increasing volitility and risk. 

War on again, oil up and 'value' investing not keeping up. Rexsolom Invest Week 28 2026

This week, we spend a bit of time looking at the 'unwinding' of the very popular 'value ' investment philosophy and where AI and related investments are taking us. We also discuss RSA's immigration problem against the backdrop of a better economic outlook.

How do you keep your head when FOMO rules? Rexsolom Invest week 27 2026

ETFs  are so popular, consume so much 'new' money that they have the power not just to track but move markets. Everyone is still waiting to call the top of the AI bubble- how much longer can it last? This podcast is based on our popular newsletter, sign up at www.rexsolom.co.za

Japan making major shifts as the US continues to decline. Week 26 2026 from Rexsolom Invest

In the newsletter this week (www.rexsolom.co.za) we talk a lot about the East. The Kospi crash, Japan, China as the US fumbles through its 250 celebrations. AI frothiness and volatility is sending warning signals. 

Will the memorandum hold? The important economic question of the week. Rexsolom Invest, week 25 2025

Everyone, including the US, wants the world order, markets and economies to go back to pre-Trump's Iran war. Will the Memorandum hold, or is this just rinse-and-repeat? The oil price is drifting lower, great news for future inflation - the other big news story of the week. 

AI and the SpaceX IPO top of the news this week. Rexsolom Invest, Week 23 2026

Crypto losses signalling liquidity tightening, but some huge IPOs are looming in the AI space. This switch to public investment signals a new era, and we look at that and, again, at potential job losses. 

Iran war uncertainty continues to cause volatility. Week 24 2026 from Rexsolom Invest

DJT's every utterance is still, somehow, believed by the markets and the swings continue to be wild. SpaceX IPO coming in to muddy the indices and where to original thought? All this and more in the podcast with Dawn Ridler and Cobie LeGrange. 

Markets and economies deaf to Iran war fallout. Week 22 from Rexsolom Invest

RSA interest rates up - to protect the rand and stem imported inflation. Iran war rumbles on with more spin than substance, Iran is holding most of the cards at this point. This podcast is based on our popular newsletter, find us at wealthecology.co.za

This week bonds are back in the news - this week's podcast from Rexsolom, the home of Wealth Ecology

As the Iran war grinds on with no resolution in sight, inflation is starting to bite, and bonds are taking notice, around the globe. In volatile and uncertain times like this, FOMO can set in and disrupt your portfolio and long-term plans. You can find us on wealthecology.co.za, join our (free) newsletter and keep up with markets and economic shenanigans. 

Trump-Iran war at a stalemate and inflation surges. Week 20 2026 Rexsolom Invest

The big news/no news of the week was Trump's visit to China with his merry band of support-CEOs and progeny. It produced, by all accounts, a big fat goose egg.Inflation is a real worry; gas and electricity prices are going to make things difficult for Warsh, and the mid-terms