REXSOLOM INVEST

Rexsolom Invest Week 17 2023

This week we look at the earnings season in the US and the ongoing recession debate. Locally we discuss the government bond rates and how they can be used in a portfolio. We also discuss Eskom and the recently released Electricity Availability Factor for the various power stations and the opportunities for the Electricity Minister to start getting this right. 

Rexsolom Invest week 16 2023

This week we look at inflation and it's impact on consumers. We have an in-depth discussion on portfolio construction and the 40/60 rule. We close off the Podcast by looking at the earnings season in the US and future buying opportunities

Rexsolom Invest Week 15 2023

This week we look at the potential for a recession and what it might look like, loadshedding and how it impacts lifestyle. 

Rexsolom Invest week 14 2023

This week we look at Euro/Dollar and BRICs. We discuss the Finance minister's turn around on Eskom disclosures, and the fraying of the RSA economy. Non-farm payrolls and the US interest rates. 

Rexsolom Invest Week 13 2023

This week we look at what is making the US markets move higher. We look at the BRICs, the petrodollar and if this is something we must be concerned about. We also revisit Enron, and the lesson to be learned from that debacle. 

Rexsolom Invest Week 12 Podcast

This week we look at rising interest rates, debt review, the TikTok congressional review and another look at the evolving banking crisis. 

Rexsolom Invest Podcast, Week 11 2023

This week we look at Credit Suisse and other Swiss banks. We look ahead to the FED possibly hiking rates this week. Locally we have a brief look at Transaction Capital. 

Week 10 2023 Rexsolom Invest

This week we look at the FED report-back to congress and unpack the developing Silicon Valley Bank story in the US.

Rexsolom Invest podcast Week 9 2023

This week we look at the China, Russia, RSA relationship and how this might alter our world standing. China is emerging from zero covid, but globalism has reversed and this might impact their ambitions. We also look at inflation, and specifically how inflation matching portfolios might not be the answer for retirees needing income that sustains them for the whole of their life.   

Week 9 2023 Rexsolom Invest

This week we review the budget, especially around Eskom and the departure of de Rutyer. The Rand devalued sharply, and we look at the causes of that. Offshore is still in a plateau, but bond yields continue to invert - the Recession watch continues.