REXSOLOM INVEST

Rexsolom Invest Week 46 2023

This week we chat about nominal and effective interest rates and how slick marketing uses these nuances to fool you. We also chat about the magnificent 7 and how their returns distort the market. 

Rexsolom Invest Week 45 2023 Podcast

This week we look at AGOA and the threat of the US removing us from those preferential trade benefits worth billions. We continue with our discussion on changing demographics and projections on when the global population might top out. We discuss outcomes-based investing, which Cobie goes into more detail in the newsletter.  

Rexsolom Invest Week 44 2023 Podcast

This week we look at the RSA Medium Term Budget, and budget deficits across the world. We have another look at Japan, now that the bond yield management is slipping and what this might mean going forward. It was a good week on global bourses, linked to the softening unemployment figures and reduced possibility of further interest rate increases. You can get our newsletter by subscribing on our website www.rexsolom.co.za

Rexsolom Invest Week 43 2023

This week we look at objectives-based, advice-led portfolio management. How do you navigate all the political change and chaos, and is the 60/40 model broken? 

Rexsolom Invest. Week 42 2023 Podcast

This week we look at the continued volatility of US bonds and what this means to investors. We take a deeper dive into investing offshore, or emigrating and how and why a long term plan is the sensible approach. This Podcast is based on our weekly newsletter, sign up at rexsolom.co.za 

Rexsolom Invest Week 41 Podcast

This week we look at changing demographics and how that impacts the balance of power and how governments collect taxes. We do a deeper dive into Wealth Tax, Trusts and specifically beneficial ownership.  

Rexsolom Invest Podcast week 40 2023

This week we look at the slow progress on greylisting and its implications. The US and RSA bond markets and some of the implications of the developing Israeli unrest. 

Rexsolom Invest Week 39 2023 Podcast

This week we have a look at inflation around the world, and what is still holding back on the further easing. We also look at the bond markets, and the upcoming uncertainty and how that can impact the markets. This podcast is based on the weekly newsletter, you can get on the database at Rexsolom.co.za

Rexsolom Invest Week 38 2023 Podcast

This week we look at the unionisation trend in the US. How Japan is the outlier when it comes to interest rate hikes, and how this might play out and Bonds, bonds, bonds

Rexsolom Invest Podcast week 37 2023

This week we have another look at the NHI. We discuss Eskom, Medupi and the Argentinian socialist model.  We have another look at the Work from Home trend that is waning.