REXSOLOM INVEST

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. 

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? 

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. 

This week we talk about Nvidia, the local RSA elections and the economic possibilities of coalitions or unity. 

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 some of the weightings in the large stocks. 

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?

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 side. 

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 radar

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.