This week we look at the Russian/Wagner confrontation over the weekend and the possible impact on BRICS. We continue to look for signs of a US recession - always moving the goalposts and into the future. The podcast also has a look at the UK for a change this week. This podcast is based on our popular Newsletter, available on our website (popup) www.rexsolom.co.za

This week we have an indepth look at the NHI bill; PCE and CPI and how the FED is looking at inflation; Apple's new VisionPro. This podcast expands on our weekly newsletter, signup up on our website www.rexsolom.co.za

This week we look at the BRICS proposed currency; China's muted reopening post Zero-Covid; FOMO in the AI stocks and some of the sea-changes in jobs that will impact employment in the future. Brought to you by Dawn Ridler and Cobie Lagrange. Go to  www.rexolom.co.za to get on our Newsletter database and links to this weekly podcast.

This week we look at how the AI hype is distorting the US stockmarkets; a summary of the SARB (in)stability review; the possibility of sanctions if Putin visits RSA and the role of Bonds in Asset allocation. This podcasts expands the topics covered in our weekly newsletter - you can signup here: http://eepurl.com/GI4JL or go to our website www.rexsolom.co.za 

This week we look at the Interest rate hike and the effect on the Rand last week. We discuss the progress of the NHI and the constitutional challenges ahead. Elaborating on our discourse in the newsletter (www.rexsolom.co.za for free sign-up) we have another look at NVidia.

Thanks to the Greylisting of SA Inc, regulations around forex have tightened up, specifically for tax non-residents. This podcast is based on a post which can be found on our website https://rexsolom.co.za/tax-residency-rsa/. 

This week we look at how load-shedding has impacted Vodacom and the resurrection of the Karpower deal. The continued surge of the Nasdaq is dissected, and we look at some offshore shares and whether they offer the value we are looking for.  You can always get more detail from our newsletter, and you can sign up on www.rexsolom.co.za 

This week we look at causes for the depreciating Rand, and its implications for SA Inc. We also look at US CPI data, and how Wall Street is behaving in response to the declining inflation. This Podcast is further discussion on our weekly newsletter, you can sign up from a popup at www.rexsolom.co.za.

This week we look at Non-farm payrolls versus household employment in the US and why this matters. We discuss some of the takeaways from the Berkshire Hathaway annual meeting and what Buffett sees coming down the pipe. Locally we have a look at retailers, Pick N Pay specifically. 

This week we look at the earnings season in the US and the ongoing recession debate. Locally we discuss the government bond rates and how they can be used in a portfolio. We also discuss Eskom and the recently released Electricity Availability Factor for the various power stations and the opportunities for the Electricity Minister to start getting this right.