REXSOLOM INVEST

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

This week we discuss the earnings season in the US; The recycling trend in EV batteries as part of global diversification; The soft landing hopes arising out of the US. This podcast is based on our weekly newsletter, you can get on the mailing list for that  at http://eepurl.com/GI4JL or on our website

This week we look at the CPI print; How we identify stocks to go into our portfolios; AI and automation in Services.

This week we look at decoupling versus diversification in US/China trade; We discuss the NHI and possible paths forward; we discuss the ETF effect and how that might impact your Tech or Nasdaq investments. if you go to www.rexsolom.co.za (or  wealthecology.co.za) you can sign up for our weekly newsletter, or contact us.  

This week we have a look at the potential for the production of Green Hydrogen as an alternative energy source; We talk about Solidarity's win in the UN against the new BEE laws; Looking back at the pandemic we talk about the liquidity generated and how it is affecting us even now. Finally, we have a brief chat about Goggle's Bard, the AI chatbot. You can get on our database for the podcasts and newsletter at www.rexsolom.co.za or www.weathecology.co.za 

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.