REXSOLOM INVEST

This week we talk Govt debt, Chips, Taiwan and RSA hospital fiasco

Government debt, especially in the US and France is front and centre of the issues at hand, what can be done to fix it? The USA doesn't care about Taiwan, they just want the chips from the TSMC - once they have it, then what? Why has it taken so long for the massive wastage at RSA hospitals to come under the spotlight? 

In our Week 40 roundup we chat US lockdown, gold, AI hyperscalers and Taiwan

Dawn and Cobie have an in-depth discussion this week around the Gold bonanza that has been lifting the JSE. The Rand is at its strongest it has been for a while - can these greenshoots last? The US shutdown is an ideal opportunity for the US to bring down its debt burden, extra points if the pain can be blamed on the Democrats. Taiwan is stuck between a rock and a hard place - does it give up its major bargaining tool - high-end semiconductors - or continue with its brinksmanship with the US?

Lofty valuations and frothiness concerning investors in Week 39 2025

Dawn and Cobie drill down into some of the valuations, especially in the US, and ask - is this a good time to buy or are we topping out... We also look at Argentina, and closer to home, the local JHB Mayor elections, and some of the issues facing the new incumbent. 

The Fed cut rates, but RSA did not.

This week, Jonathan Brummer and Dawn Ridler chat about the interest rate cuts and the independence of the Fed. We also have a deeper dive into the Chinese economy, which is cooling, and the prospect of increased dumping of manufactured goods.  This podcast is backed by our weekly free newsletter. Sign up at www.rexsolom.co.za

Markets and Economic indicators telling different stories

This week, Dawn and Jonathan discuss the buoyant markets, including the surprise bump from Oracle. Is 3% the new normal for inflation in the West, and with the 25 bps drop in interest rates backed in, might we see 50bps? 

Global debt levels continue to cause concern across the globe

How can the major nations solve their debt problems? They can't exactly go to the IMF for a bailout. The South African government, despite the GNU, continues to push potentially ruinous policies - could an opposition landslide in the municipals push out the ANC  before the next elections? Are you an AI solver? If so, your job might be safe(r). 

Embrace or ban - the decision academic institutions are having to make around AI week 35 2025

This week, we have a discussion around individuals and academic institutions, either fighting or embracing AI. The US has threatened to cut RSA off from SWIFT - what does this mean? Many more topics in our weekly newsletter available at https://rexsolom.co.za/posts/ and get onto our free database. 

Market and economic roundup for week 34 2025, with a RSA flavour

This week, we have a look at Jackson Hole and the Fed independence, India and China are cozying up to each other - what does this mean for global trade? The world is wading into applying AI to everything they can find, and trying to get returns for those huge investments. Jonathan Brummer is standing in for Cobie in this episode.   

Economic and market roundup for week 33 2025

Dawn Ridler and Cobie Le Grange bring you a round up and input on various happenings in the market in the last week. The US economy is pivoting from being monetary dominated to fiscal dominance, thanks to DJT, even if it means cooking the stats to do it. Markets are partying like it's 1999. Is it really sustainable? 

Market and Economic Roundup for Week32, with a South African Flavour

This week, we focus on debt and bonds, and the implications of those chickens coming home to roost. Will Trump gain control of the Fed, and what are the consequences if he does? We also have a longer look at some of the tariffs and negotiating styles of different companies. Our newsletter (on which the podcast is based) is published on our website https://rexsolom.co.za/posts/ on Mondays