REXSOLOM INVEST

The Fed voted, unanimously, to increase interest rates - Inflation is not under control, and Trump's war is stoking the flames. Vacuums rarely stay empty, and the US might turn round in a couple of years, post the orange haze, and find that it has lost all that trading clout. The US is making things difficult for businesses and politicians promoting BEE. 

In this on-again, off-again Iran war, temperatures are rising again, the Houthis are getting involved, and oil supply is under pressure yet again. Canada is filling the vacuum left by the US and forging stronger alliances across the pond. In this week's segment, Cobie also does a deeper dive into Google. 

Another week, another escalation in the US 'war' in Iran, while back at the ranch debt is over $40tn and nobody is really worried? Are there lessons to be learned from Japan's decades-long debt stalemate? 

The world is changing, and perhaps the biggest economic change since the Industrial Revolution - AI - is behind much of it. Is a new cold war - US/China looming in our future? 

Scott Bessent's (failed) attempt to bring down Treasuries is a red flag for US debt, in a week where US debt topped $40Tn in yet another failed campaign promise from DJT. This week Jonathan Brummer is standing in for Cobie, and we discuss his Substack content piece on retirement income. 

The Shoprite group is a shining light in the retail space in RSA - Cobie chats about this in this week's episode (more in the Newsletter). We also look into some of the background to make sense of the US midterms and where to look for meaningful moves. 

Some are calling it 'Strait Fatigue' - and every new outbreak of hostilities is met with a ho-hum and a bit of oil movement. Every company out there is going to have to have a strategy for taking advantage of AI, and for many that means first getting into the cloud. 

RSA unexpectedly keeps rate hikes on hold, despite a hotter inflation print - it's all about the higher price of oil, with no end in sight to Trump's Middle East war.

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. 

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.