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 investment philosophy we use at Rexsolom. You can get on our database at Rexsolom.co.za where you'll also find a library of our posts and newsletters. 

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. 

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. 

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 which this podcast is available can be found on the Rexsolom.co.za/posts website by Monday Afternoon. You can also sign up to receive this free every Monday morning on our website or ask [email protected] to do it for you. 

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?

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? 

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.