REXSOLOM INVEST

Week 7 2023

This week we discuss US CPI and the potential for a FED pivot. We look at the deprecating Rand and what might be causing it. The RSA Budget is next week and we touch on some things that might be covered. 

Week 6 2023 Rexsolom Invest

This week we look at the State of the Nation, Lyft, Google and Netflix and the first instalment of 'The Principles of Investing'.  

Week 5 2023 Rexsolom Invest

This week we discuss the US employment data and possibility for a recession. Cobie equates the addiction to QE to Pavlov. We revisit Pakistan and their $7bn loan from the IMF and the Ts&Cs that might apply. We have a new look at Prosus and how they are navigating their TenCent/Chinese investment. 

Rexsolom Invest week 4 2023

This week we look at China, India and the Adani group, Microsoft and AI. 

Week 3 2023 Rexsolom Invest

This week we look at resistance levels, how we use them and how they are playing out in US markets. There is a focus piece on Adam Smith, and the wisdom of small government and minimal intervention. 

Week 2 2023

We are looking forward to 2023. Why is the JSE on a growth streak? The end of free cash in the West and its impact. The implications for the China opening and impact of Covid. A medical aid case study for an RSA traveller to the US. 

Week 50 2022

This week we look at the weaker dollar, the changing dynamics with China, expectations for 2023 and Amazon

Rexsolom Invest Week 49 2022

This week we talk about the Phala Phala effect on RSA markets, global inflation and how to use bonds in your investments. (edit : Dead spot edited out)

Week 47 2022

This week we talk about Markets, Bonds, the NHI and Dischem

Week 46 2022 Podcast

Cobie and Dawn discuss markets and economics