REXSOLOM INVEST

This week, Cobie and Dawn chat about the Trump Big Beautiful Bill, and the continued tariff fallout. They also discuss the weakening dollar and its effect on commodity prices and equities. Dawn also interviews the newest member of the team at Rexsolom, Jonathan Brummer, who will have a dual role in asset management and advisory. 

This week, we revisit the state of the RSA GNU - is it crumbling, and do we need a 'regime change'? In the newsletter (www.rexsolom.co.za/posts) this week Cobie has taken an indepth look at diversification and what it really means, and we also go into that in this podcast. 

In this podcast we discuss the topic of our recent post ( you can find it on our website www.rexsolom.co.za/posts entitled Difficult Financial Conversations. There are a few times in your life that these conversations, tackled head-on, can make a huge difference to your long-term wealth. Dawn Ridler and Liam Wright explore some of these in depth. 

This week we look at the impact of the Israel/Iran war and what the potential fallout could be, especially w.r.t oil. The dollar continues to weaken - is this part of the sunset of the US empire, and who will fill the void? The US has kept interest rates on hold, and the rest of the world is doing its own thing. 

This week, we chat about the economic fallout from renewed tensions in the Middle East. Trump accounts are the latest gimmick floated by Trump2.0 - what might that look like. We also discuss the future of location and work - will we start to see an aggregation of like-minded, and similarly skilled individuals in tax-friendly locations start to pop up, like Silicon Valley in the last century? 

This week, Cobie and Dawn focus in on the RSA economy, and what is needed to drive it forward - to lift the dismal 1% GDP and 35% unemployment numbers

This week Cobie and Dawn talk about the RSA drop in interest rates, the economy and sticky inflation in the UK and then chat about the new developments in AI

This week we look at the US/RSA meeting in the oval office, with a sigh of relief that there wasn't another Zelensky moment. The RSA Budget was finally pushed through, and has the growth focus we were all hoping for. If you want more in-depth analysis head over to our website, www.rexsolom.co.za and get on our newsletter database.

This week Cobie and Dawn look at big pharma in the wake of (yet another) Trump 'initiative'. Bonds are still the major concern for the US economy, and Powell and Bessent must be tearing their hair out. The China Tariff pause didn't have the expected effect on the markets. South African markets are taking advantage of Emerging Market popularity, and the Rand is strengthening again. 

This week, we look at the evolving tariff situation and Scott Bessent's new role. Cobie also does a deep dive into Google and its way forward in the world of AI. Subscription to our Newsletter is free, and you can get on the mailing list at www.rexsolom.com