REXSOLOM INVEST

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.

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

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. 

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. 

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.