REXSOLOM INVEST

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. 

This week we look at inflation and it's impact on consumers. We have an in-depth discussion on portfolio construction and the 40/60 rule. We close off the Podcast by looking at the earnings season in the US and future buying opportunities

This week we look at the potential for a recession and what it might look like, loadshedding and how it impacts lifestyle. 

This week we look at Euro/Dollar and BRICs. We discuss the Finance minister's turn around on Eskom disclosures, and the fraying of the RSA economy. Non-farm payrolls and the US interest rates. 

This week we look at what is making the US markets move higher. We look at the BRICs, the petrodollar and if this is something we must be concerned about. We also revisit Enron, and the lesson to be learned from that debacle. 

This week we look at rising interest rates, debt review, the TikTok congressional review and another look at the evolving banking crisis.