REXSOLOM INVEST

This week, we look at the unfurling impact of on-again-off-again tariffs and how it is changing world trade. Europe isn't waiting for Trump to change his mind, they are starting to spend, and spend big. This week we also have a closer look at Google, and how they are going to leverage AI going forward. 

This week we look at the US deficit and how that might effect US treasuries and whether the same approach could be used elsewhere - including here in RSA. The political move to the right continues in Germany - what role does the economy play? This is a podcast based on our popular newsletter - get on the database at www.rexsolom.co.za

This week we look at the budget that wasn't and the leaked version too. Ukraine, Trump and NATO are still in the news - is the USA's isolation going to lead to a vacuum for China to fill? Rand is surprisingly resilient - why?

This week we look at the continued fall out in RSA over the AWC act. NATO, Ukraine and Hegseth. Whether Trump's legacy will be debt reduction and finally a look at Hermes.

This week Cobie and Dawn discuss the economic implications of the Acquisition without Compensation Bill and Trump's executive order that has put RSA Inc, and the ANC specifically on notice. This podcast is based on our weekly newsletter, available free on our website https://rexsolom.co.za/ 

This we look at Deep Seek and its possible future impact on AI. Earnings season is underway and there were some surprises - and surprise market reactions - especially to Tesla's mediocre earnings. Loadshedding is back, but Eskom has much bigger problems if it wants to return to profitability. 

This week we have a look at some of the possible impacts of Trump's policies, especially wrt oil, and how much control he actually has over the commodity. We aren't expecting another bumper year in the US markets, but Trump's policies are business-friendly and so market-friendly too - we're watching for catalysts that might turn the markets bearish. 

This week Cobie Le Grange and Dawn Ridler are going to be looking ahead to 2025 and what might be in store for us. They do an in-depth dive into the world of bonds and how they play such an important role in investment portfolios. They also have a look at Richemond - and the challenges faced by De Beers. 

This week's podcast - based on our free newsletter - we wrap up 2024 and look ahead to 2025. We have a bit of a deep dive into the French and South Korean econo-politics and some of the possible bond implications of Trump's Treasury pick. This is the last podcast of the year, and we'll be back in the third week of January. You can get on our database at Rexsolom.co.za. 

This week we look at some aspects of the new Trump tariffs on Mexico and Canada and the possible implications of that. Black Friday and Cyber Monday have merged, and online shopping is inching to 50-50 for that day/week/month. We also look at some of the retail trends, and the role Amazon has played in changing that landscape.