This week we have an in-depth look at oil, and the potential impact of an escalation of the Middle East unrest on the supply, price and politics. China is battling to lift itself meaningfully out of the post-Zero-Covid doldrums and the West is slowly decreasing its reliance on manufacturing out of China. We also go into a bit more detail on the inv…

This week we are going to be chatting about "Weathering the Storm" - how to structure your investments to anticipate and mitigate inevitable market and economic turbulence. The full blog/post is available on rexsolom.co.za where you can join our free newsletter that will give you the full post.By Dawn Ridler and Cobie Legrange

This week we look at the Japanese Carry-trade mini-crash in some detail. Interest rates are cooling, with a cut in the US probably coming in September. US mortgage rates are coming down, which will increase disposable income and boost the housing market.By Dawn Ridler and Cobie Legrange

This week - Pruning your Assets. In this the first of many podcasts on Wealth Ecology, were use the analogy of ecology, wildlife the great outdoors and nature to try and explain some of the more complicated ideas around finance, advice and asset management. Presented by Dawn Ridler and Liam Wright. The Post can be found on Rexsolom.co.za.…

This week we look at the econo-political world, and how that is changing in the US, and ramping up in the Middle East. Critical minerals are the backbone of the new AI-led industries - are there any opportunities for South Africa? Japanese bonds are on the rise for the first time in decades - can this lift the Japanese economy? The Newsletter on wh…

This week we look at the drop in inflation across the world and prospects for rate cuts - especially in the US. We talk about the changing demographics and how that might impact a Trump attempted re-run. We also have a look at the "Dismal Science" of Economics, and why it is so difficult to predict what is happening in economies.…

Of course econo-politics are still centre stage, and we look at some of the policy decisions that could impact that like interest rate cuts - and of course the potential changes if Biden fails to secure a second term. We look at the role of ETFs, specifically the QQQ and how this has changed over time.…

Econo-politics still top of the agenda. US CPI cooling faster than expected - what will rate cuts mean to the equity markets? Long term outlook for the hot AI stocks - can they go the distance?By Dawn Ridler and Cobie Legrange

This week we look at econo-politics and an in-depth look at France. Deficits in the West, especially in the US continue to balloon - will it need a crisis to stop and reverse?By Dawn Ridler and Cobie Legrange

This week we look at the importance of looking at Economics and Politics together, especially in RSA. Where are millionaires migrating from and too - and why.By Dawn Ridler and Cobie Legrange

This week we continue to look at the economic ramifications of the new RSA Government of National Unity and the strengthening exchange rate. Europe seems to be front-running the Staes in the interest rate cuts - is this signs of deepening rift between the two hemispheres?By Dawn Ridler and Cobie Legrange

This week we look at some of the RSA election results and some of the developments in the other global elections like France. We have an in depth discussion around valuation of companies and why RSA companies are just not making the grade.By Dawn Ridler and Cobie Legrange

This week we talk about Nvidia, the local RSA elections and the economic possibilities of coalitions or unity.By Dawn Ridler and Cobie Legrange

This week we look at the escalating trade wars and growing rift between the East and West. The Beige book is showing some interesting trends for the coming months. Talking of trends we look at the wealth ladder and how that is changing - specifically as home ownership becomes unaffordable for the younger generations.…

This year is a busy election year all over the world. We look at the RSA elections coming up next week, and continue to look at the prospects for the US Presidential elections in November. We discuss how the state of the economy can increase the changes of an incumbent being re-elected in the US. US stock markets continue to roar, and we llok at so…

This week we have another look at the NHI now that it is law. We have another look at wealth tax, and wealth of African nations. Some professional investors are selling off the magnificent 7 - are they onto something?By Dawn Ridler and Cobie Legrange

This week we look at the US unemployment numbers and determine if there are any trends forming. We also have a look at Eskom, and bust some of the myths around why we've had no load-shedding for so long. In the run-up to the RSA elections, we discuss the impact of socialism and the global rifts that could impact our economy if we pick the wrong sid…

This week we look at the sticky, new normal, inflation in the US. We also have a more positive look at the JSE and how it has performed over long periods of time and it's Rand Hedge abilities. The magnificent 7 continues to be on our radarBy Dawn Ridler and Cobie Legrange

This week we look at US market behaviour and the potential that it may be topping out. We continue to look at the Japanese yen, and their interesting approach to devaluation.By Dawn Ridler and Cobie Legrange

This week we look at the elections in India and how this powerhouse is poised to take over from China. We have a look at volatility in the market, and how your personality may affect your portfolio choices.By Dawn Ridler and Cobie Legrange

This week we look at the creation of debt through the ages, and the US and Japan as reserve currencies. We also talk about unionisation and socialism and their relation to historical inflation. We discuss the new Zimbabwe currency, the ZiG and the gold standard.By Dawn Ridler and Cobie Legrange

This week we look at the interest rates across the world, and when they might start coming down. We look at the DJT meme stock and look back on the life and work of Daniel Kahneman. This podcast is based on our free newsletter, sign up at rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

This week we look at the trend toward tokenisation, the future of TikTok and AI. We look at some of the antitrust suits going on over in the US, and focus in on Hermés. This podcast is based on our free weekly newsletter, sign up at www.rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

This week we look at China's Belt and Road initiative, inflations and CPI and the TikTok banBy Dawn Ridler and Cobie Legrange

This week we look at markets, and specifically the volatile Rand. Boomers will transfer $90 Tn in wealth to gen x and millennials over the next couple of decades - what will they do with it? Like the rest of the world, we'll be keeping a close eye on the US elections because of the potential economic ramifications for all of us.…

This week we look at the fall and fall of WeightWatchers, India and globalisation, Bitcoin the ongoing woes of the corporate office space.By Dawn Ridler and Cobie Legrange

This week we look at some of the Budget lowlights/lies and misdirects. We have a chat about Nvidia and what's behind it's meteoric rise and again, at Argentina and what lessons RSA Inc might learn from them.By Dawn Ridler and Cobie Legrange

This week we take a look back 27 years the past in Venter's book "After Mandela has gone". We discuss the possible dollarisation of Argentina and how a country goes about it and then have a look at what we might expect in the budget.By Dawn Ridler and Cobie Legrange

This week we chat about SONA, look at loadshedding and why it's ramped up to Stage 6 again this week. We talk about the "Çurse of Growth" using Paypal as an example. We talk briefly about our latest Blog on Interest rates and Fixed income, available on Moneyweb and our website www.rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

This week we look at the US markets, earnings and where markets might be going. We have another look at India and China and the changing global dynamics.By Dawn Ridler and Cobie Legrange

This week we look at India and its prospects for investors in the future. We talk about the "great monetisation" w.r.t bonds that is happening globally, and the implications on the markets. Changing demographics is hurting pensions in the West - what can governments do? Our podcasts are based on the (free) weekly newsletter - you can get on the dat…

This week we look back on 2023, and see what lessons we learned as investors. This podcast is based on the newsletter we put out every Monday morning, you can get on the database at www.rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

This week we look at Bullish versus bearish investor sentiment through the years. Black Friday is behind us - are consumer buying patterns changing? Cobie gives an interesting look at Argentina, and what RSA Inc might learn from Mr Milei. This podcast is based on our weekly (free) newsletter - sign up on our website www.rexsolom.co.za…

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.By Dawn Ridler and Cobie Legrange

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.…

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. Yo…

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?By Dawn Ridler and Cobie Legrange

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.zaBy Dawn Ridler and Cobie Legrange

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.By Dawn Ridler and Cobie Legrange

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.By Dawn Ridler and Cobie Legrange

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…

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, bondsBy Dawn Ridler and Cobie Legrange

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.By Dawn Ridler and Cobie Legrange

This week we chat about China (again) US sticky inflation and wages. We look at the problem of reduced tax receipts in SA Inc and where they might get the top-up. All this news can be found on our weekly newsletter rexsolom.co.za or contact usBy Dawn Ridler and Cobie Legrange

This week we look at the China slowdown. How Luxury brands beat inflation and Heico as an investment opportunityBy Dawn Ridler and Cobie Legrange

This week we look at BRICS and Global GDP projections for 2050. There is also an in-depth discussion around China's changing fortunes. This podcast is based on our free weekly newletter, available from www.rexsolom.co.za or dawn@rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

This week we look at the US Bond market in depth and how this may affect some of the decisions coming out of Jackson Hole this week. China is still very much in the news and weighing down on the EM economies and currencies.By Dawn Ridler and Cobie Legrange

This week we look at CPI, Bonds in the US and Quantitative Tightening. WE have another look at consumer expenditure and its role in GDP around the world. This podcast is based on our weekly newsletter, available at www.rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

This week we look at the Fitch downgrade of the US and the impact on the rand. The unemployment numbers out of the US, and the dept of Statistics constant 'revision' of the numbers. We continue to look at how AI and other trends like globalisation are affecting the markets and jobs. This podcast is based on our weekly newsletter, go to www.rexsolom…

This week we look at US CPI and GDP and the receding possibility of a recession. We discuss consumerism and its effect on GDP. We continue to look at the possibility of RSA picking up the slack of reversed globalisation and dependence on China. Subscribe to our weekly newsletter on www.rexsolom.co.za…