REXSOLOM INVEST

Rexsolom Invest Week 44 2024

This week we talk about bonds in the US and what might happen if there was a 'bond revolt'. In both the newsletter and the podcast we look at the Chinese Tazra railway network snaking across Africa picking up much-needed commodities and securing that supply for China into the future. It's the Medium Term Budget this week and we go into some of the expectations around that (with much more in the newsletter). 

Rexsolom Invest week 42 2024

This week we look at The markets, and specifically some of the PE ratios that can be found globally. We discuss Boeing who are going through a very difficult patch , and look at whether there is a case to nationalise airlines. The SABC are scrambling trying to find funds, and are sitting on R44bn in arrears from unpaid licenses. 

Wealth Ecology Podcast - Self Insurance

This week Liam Wright and Dawn Ridler discuss grudge purchases, the option of self-insuring for events and how to optimise your personal risk mitigation - leaving some funds left over to invest and have fun. 

Rexsolom Invest Week 41 2024

This week we take an in-depth look into the history of returns on the JSE, putting some of the recent gains into perspective. WE talk about investing in China again - and whether that play has legs. Oil prices always spike when tensions in the Middle East rise - what are the risks and pressure points? 

Rexsolom Invest week 40 2024

This week we look at China and the measures taken here to stimulate their economy. With just over a month to go to US elections the economy and markets are playing into Harris's hands but it is till going to be a tight race. Gold is at an all-time high - thanks to central bank purchases - we delve into the reasons for that. 

Wealth ecology Podcast - The Balancing Act

This week we look at how to keep the many financial plates in the air, from the start, so that you end up with a balanced risk and investment portfolio and not getting stuck on the one-step-forward, two-steps-back dance that is often the norm when you're starting out. 

Rexsolom Invest Week 38 2024 podcast

This week we look at interest rate cuts in the US and RSA. The Dollar continues to be weak - which is behind most of the rand's strength. The GNU is hanging in there, and actually talking and consulting - and using the constitutional court as the backstop. Cobie takes a new look at 'efficient markets' and how times are changing.  

Rexsolom Invest - Week 37 2024

This week we look at the US presidential debate. The evolving role of AI, with the beta launch of the "Strawberry version, and how AI could be used effectively in the public sector in RSA. As the magnificent 7 cool down, it looks like the small and medium caps might just be picking up the slack. The US economy looks like its in a good place - is an interest rate cut of more than 25 bps really needed at this stage? 

Wealth Ecology - Financial Advice and Entrepreneurs

This podcast delves into the risks, rewards and challenges entrepreneurs face, especially as they retire. 

Rexsolom Invest Week 36 2024

This week we continue looking at the impact of politics on our economic environment, both at home and abroad. Eskom price increases come under scrutiny, and the GNU in Tswane is on rocky ground. Cobie talks about Intel and how it compares to the other big semiconductor manufacturers like Nvidia. This podcast is based on our free weekly newsletter that come out on Monday mornings. You can subscribe at Rexsolom.co.za