REXSOLOM INVEST

The on-again-off-again closure of the Straits still major market mover - Rexsolom Invest Week 16

19 Apr 2026

Contributed by Lukas

Markets are moving more on hope than realistic expectations, as we have seen repeatedly during this war. The only salvation is to understand the time ...

Inflation is already creeping up. Week 15 from Rexsolom Invest

12 Apr 2026

Contributed by Lukas

Markets and economies are hanging onto every bit of news and hope coming out of the Middle East - but the longer this goes on, the longer it will take...

Its all about oil this week. Week 13 2026 from Rexsolom Invest

29 Mar 2026

Contributed by Lukas

It's all a chaotic mess of changing geo-econo-political players right now. We are probably witnessing a change in the world order in real time, and ev...

Econo-politcal news is still all war - but looking for an offramp? Week12 2026 from Rexsolom Invest

22 Mar 2026

Contributed by Lukas

This week, we start looking for potential off-ramps from this war and the market opportunities that might present in this time of peak 'fear' in stock...

It's everything oil and Iran at this point - Week 11 2026 from Rexsolom Invest

15 Mar 2026

Contributed by Lukas

Only days into this Iran war, and the economic foreshadowing is already rearing its head. Markets are slowing, but there's no panic - yet. The longer ...

Another interesting week in geopolitics and markets aren't happy

08 Mar 2026

Contributed by Lukas

It's never 'fun' to watch historical moments play out and see the stomach-churning effects on markets, but this also presents opportunities and a time...

It's going to be an interesting week ahead. Week 9 2026 from Rexsolom Invest

01 Mar 2026

Contributed by Lukas

As we record this, the Middle East is in serious turmoil, which could have a significant impact on global markets and economies. As a bit of a bright ...

Quietish week on markets but tariffs back in the headlines. Week 8 2026

22 Feb 2026

Contributed by Lukas

In this week's podcast, Dawn and Cobie discuss the new tariff regime imposed by a miffed Trump last week. The rest of the world is holding the cards; ...

Its been a quiet week on the markets and globally economies quietly growing Week 7 2026

16 Feb 2026

Contributed by Lukas

In South Africa this week it was the annual non-event the SONA, and the rest of the world was preoccupied with the Epstein files. Will Warsh drop inte...

This week: Last week's software market wobbles and the potential ongoing impact on stocks

08 Feb 2026

Contributed by Lukas

This podcast is based on our free newsletter (www.rexolom.co.za) and this week we cover some of the earnings, and the misses and their impact, looking...

Last week it was all about the Fed - week 5 2026 from Rexsolom Invest

01 Feb 2026

Contributed by Lukas

US and RSA interest rates are on hold, but at the Fed Trump's floating kevin Warsh as his pick, only for his name to get entangled in the Epstein file...

This week it's all things Davos. Week 4 2026

26 Jan 2026

Contributed by Lukas

This year Davos started to show the US/Everyone else cracks very strongly.  Europe and Canada are pushing back against Trump - a move that is long ov...

What a start to 2026 - Week 3 with Rexsolom Invest

18 Jan 2026

Contributed by Lukas

This week Dawn and Cobie chat at length about the changing worldorder, and how this might affect global investments. China is quietly playing the long...

Looking back on 2025 and the seismic shifts that will impact 2026

11 Jan 2026

Contributed by Lukas

Last year was a turning point in so many respects, and a confirmation of the trends that have been building for a decade. Dawn and Cobie look back on ...

This week we recap some of the 2025 highlights and look to 2026

07 Dec 2025

Contributed by Lukas

Inflation has been the major driver of the central bank's decisions in 2025 - will it still drive policy next year?  The NHI continues to hog headlin...

Global interest rates, fiscal drag and the silk road in this Week 48 2025

30 Nov 2025

Contributed by Lukas

This week Jonathan Brummer joins Dawn to look at global economic news over the last week. Fiscal drag is the new stealth tax in the UK. Are interest r...

There is a changing world order effecting world economies - Week 47 2025

23 Nov 2025

Contributed by Lukas

This week Dawn and Cobie talk about AI stocks, valuations, gold and the changing world order as the US focuses inward. 

US is open again, but the hangover persists in the data collection. This and more from Rexsolom for Week 46 2025

16 Nov 2025

Contributed by Lukas

The RSA Medium Term Budget was out last week, along with optimistic new inflation guidelines.  Emerging markets are on a roll, and RSA forex is the b...

Valuations are stratospheric causing concern and more this week from Dawn and Cobie

09 Nov 2025

Contributed by Lukas

We start to look ahead to 2027 - especially when it comes to markets - how about a 'average' year for a change? The UK might just be willing to impose...

Economic and market news from around the world in Week 44 2025

02 Nov 2025

Contributed by Lukas

This week, Cobie and dawn chat about Nvidia, AI and Trump's Middle East excursion. In addition to the interest rate cut, the Fed signalled some dialli...

This week it's all about using AI in asset management, and a bit on bonds

26 Oct 2025

Contributed by Lukas

AI is democratising access to information, especially for small and medium-sized companies. Cobie gives us some insight into how we do that at Rexsolo...

The changing times - monetary versus fiscal policy, US losing dominance. Week 42 2025 from Rexsolom Invest

19 Oct 2025

Contributed by Lukas

Economies all over the world are having to face new realities, mounting debt and changing dynamics. This week Cobie and Dawn also look at the Health s...

This week we talk Govt debt, Chips, Taiwan and RSA hospital fiasco

12 Oct 2025

Contributed by Lukas

Government debt, especially in the US and France is front and centre of the issues at hand, what can be done to fix it? The USA doesn't care about Tai...

In our Week 40 roundup we chat US lockdown, gold, AI hyperscalers and Taiwan

05 Oct 2025

Contributed by Lukas

Dawn and Cobie have an in-depth discussion this week around the Gold bonanza that has been lifting the JSE. The Rand is at its strongest it has been f...

Lofty valuations and frothiness concerning investors in Week 39 2025

28 Sep 2025

Contributed by Lukas

Dawn and Cobie drill down into some of the valuations, especially in the US, and ask - is this a good time to buy or are we topping out... We also loo...

The Fed cut rates, but RSA did not.

21 Sep 2025

Contributed by Lukas

This week, Jonathan Brummer and Dawn Ridler chat about the interest rate cuts and the independence of the Fed. We also have a deeper dive into the Chi...

Markets and Economic indicators telling different stories

14 Sep 2025

Contributed by Lukas

This week, Dawn and Jonathan discuss the buoyant markets, including the surprise bump from Oracle. Is 3% the new normal for inflation in the West, and...

Global debt levels continue to cause concern across the globe

07 Sep 2025

Contributed by Lukas

How can the major nations solve their debt problems? They can't exactly go to the IMF for a bailout. The South African government, despite the GNU, co...

Embrace or ban - the decision academic institutions are having to make around AI week 35 2025

31 Aug 2025

Contributed by Lukas

This week, we have a discussion around individuals and academic institutions, either fighting or embracing AI. The US has threatened to cut RSA off fr...

Market and economic roundup for week 34 2025, with a RSA flavour

24 Aug 2025

Contributed by Lukas

This week, we have a look at Jackson Hole and the Fed independence, India and China are cozying up to each other - what does this mean for global trad...

Economic and market roundup for week 33 2025

17 Aug 2025

Contributed by Lukas

Dawn Ridler and Cobie Le Grange bring you a round up and input on various happenings in the market in the last week. The US economy is pivoting from b...

Market and Economic Roundup for Week32, with a South African Flavour

10 Aug 2025

Contributed by Lukas

This week, we focus on debt and bonds, and the implications of those chickens coming home to roost. Will Trump gain control of the Fed, and what are t...

Economic and market update for week 31 from Rexsolom Invest

03 Aug 2025

Contributed by Lukas

This week, we look at the tariff impact (yet again) and do a bit of a case study on Bananas and Aluminium markets in the US and the possible impact of...

This week we look at Central Bank independence and whether tariffs are actually going to be inflationary

27 Jul 2025

Contributed by Lukas

Powell is trading on thin ice with Trump, and the latest gotcha moment imploded on live TV. Still, there seems to be the question whether central bank...

Rexsolom Invest Week 29 2025

20 Jul 2025

Contributed by Lukas

This week, we talk about the breadth of the S&P. Coffee prices are on the rise because of drought conditions, and now Trump wants to impose a 30% ...

Rexsolom Invest week 28 2025

13 Jul 2025

Contributed by Lukas

This week we look at the light-speed changes that are happening in AI, and how large companies like Meta and Apple are starting to find their niches. ...

Rexsolom Invest Week 27 2025

06 Jul 2025

Contributed by Lukas

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 ef...

Rexsolom Invest Global econo-political podcast

29 Jun 2025

Contributed by Lukas

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 ...

Rexsolom Invest Blog - Difficult conversations

28 Jun 2025

Contributed by Lukas

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 Convers...

Rexsolom Invest, Week 25 2025 Podcast

22 Jun 2025

Contributed by Lukas

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 -...

Rexsolom Invest Week 24 2025

15 Jun 2025

Contributed by Lukas

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 - wh...

Rexsolom Invest Week 23 2025

08 Jun 2025

Contributed by Lukas

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...

Rexsolom Invest podcast for week 22 2025

01 Jun 2025

Contributed by Lukas

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 development...

Rexsolom Invest - Economic roundup for Week 21

25 May 2025

Contributed by Lukas

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 finall...

Rexsolom Invest Week 20 Economic update

18 May 2025

Contributed by Lukas

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...

Rexsolom Podcast, Week 19 2025

11 May 2025

Contributed by Lukas

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 w...

Wealth Ecology - In this episode we discuss the thorny issue of how to leave your kids a legacy

05 May 2025

Contributed by Lukas

Should leaving a legacy come at the cost of a comfortable retirement? How and when do you have a chat with your kids about financial independence? leg...

Week 18 2025 Rexsolom Invest Podcast

04 May 2025

Contributed by Lukas

This week Dawn and Cobie discuss the continuing tariff saga, Japan's emboldened moves, China's stalemate and the possibility of a recession, following...

Tariffs, trade and budget deficits all in the Podcast this week.

27 Apr 2025

Contributed by Lukas

This week, Dawn and Cobie continue to look at the unfurling saga of tariffs and how they are impacting foreign relations, stock and bond markets. When...

Cobie and Dawn chat about Tariffs, the FED and the continued fallout in markets. Week 16 2025.

20 Apr 2025

Contributed by Lukas

Bond markets sent Trump a clear message that his path was going to end in tears, so he doubled down and talked about firing Powell. Damage is being do...

What a week! Rexsolom Invest week 15 2025 podcast

13 Apr 2025

Contributed by Lukas

Was there any other new last week except the tariff war, and despite delaying the recording of the podcast, it changed again, with Trump backing off o...

Rexsolom Podcast with Dawn Ridler and Cobie LeGrange week14 2025

06 Apr 2025

Contributed by Lukas

This week it's all about tariffs and markets - but looking through all the bad news and finding the opportunities and waiting for the bottom - which m...

Rexsolom Invest Week 13 2025 Podcast

30 Mar 2025

Contributed by Lukas

This week Cobie Le Grange and Dawn Ridler have a deep dive into some issues affecting markets right now. The impact of tariffs, specifically on autos ...

Rexsolom Invest podcast week 12 2025

23 Mar 2025

Contributed by Lukas

This week we look at the chaos in the markets and how this is impacting policy decisions globally, interest rates and investments. Here in RSA, we hav...

Wealth ecology podcast - Living and Life annuities

19 Mar 2025

Contributed by Lukas

In this podcast, Dawn Ridler and Liam Wright discuss how to structure and design those 'pensions' you want in retirement so that you don't outlive the...

Rexsolom Invest week 11 2025 Podcast

16 Mar 2025

Contributed by Lukas

This week we have a look at the volatility in the US markets, including the weakening dollar and try and decipher whether or not this a new trend, or ...

Rexsolom Invest Week 10 2025 podcast

09 Mar 2025

Contributed by Lukas

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 ...

Rexsolom Invest Week 9 2025

02 Mar 2025

Contributed by Lukas

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 ...

Rexsolom Invest Podcast Week 8 2025

23 Feb 2025

Contributed by Lukas

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 t...

Rexsolom Invest Podcast week 7 2025

16 Feb 2025

Contributed by Lukas

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 fina...

Rexsolom Podcast Week 6 2025

09 Feb 2025

Contributed by Lukas

This week Cobie and Dawn discuss the economic implications of the Acquisition without Compensation Bill and Trump's executive order that has put RSA I...

Week 5 2025 from Rexsolom Invest

02 Feb 2025

Contributed by Lukas

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 reacti...

Week 4 2025 Podcast from Rexsolom Invest

26 Jan 2025

Contributed by Lukas

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 commod...

Week 3 2025 - Welcome back!

19 Jan 2025

Contributed by Lukas

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 w...

Rexsolom Invest Week 50 2024

08 Dec 2024

Contributed by Lukas

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 Ko...

Rexsolom Invest Week 49 2024

01 Dec 2024

Contributed by Lukas

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 h...

Rexsolom Invest Week 48 2024

24 Nov 2024

Contributed by Lukas

This week we look at the rise and rise of crypto and how and why it is becoming 'mainstream'. We've lived through increasing global tension and skirmi...

Rexsolom Invest Week 47 2024

17 Nov 2024

Contributed by Lukas

This week we have a look at some of the Trump picks for his inner circle and a deeper look at Tariffs - what they are, why they are imposed and what t...

Rexsolom Invest week 46 2024

10 Nov 2024

Contributed by Lukas

This week Cobie Legrange and Dawn Ridler look at some of the economic implications around the Trump win, especially wrt inflation. US stocks are now e...

Pre-retirement - those critical years

07 Nov 2024

Contributed by Lukas

In this podcast Liam Wright and Dawn Ridler discuss those crucial 10 years leading up to retirement, and what you need to know and understand to maxim...

Rexsolom Invest Week 45 2024

03 Nov 2024

Contributed by Lukas

In this week's podcast Dawn Ridler and Cobie Legrange discuss the South African Medium Term Budget and compare it to the UK's budget which also came o...

Rexsolom Invest Week 43 2024

28 Oct 2024

Contributed by Lukas

This week we look at Eli Lilly and the risky nature of investing in Pharma stocks. Debt and Tariffs - and more specifically when will the debt bomb go...

Rexsolom Invest Week 44 2024

27 Oct 2024

Contributed by Lukas

This week we talk about bonds in the US and what might happen if there was a 'bond revolt'. In both the newsletter and the podcast we look at the Chin...

Rexsolom Invest week 42 2024

13 Oct 2024

Contributed by Lukas

This week we look at The markets, and specifically some of the PE ratios that can be found globally. We discuss Boeing who are going through a very di...

Wealth Ecology Podcast - Self Insurance

10 Oct 2024

Contributed by Lukas

This week Liam Wright and Dawn Ridler discuss grudge purchases, the option of self-insuring for events and how to optimise your personal risk mitigati...

Rexsolom Invest Week 41 2024

06 Oct 2024

Contributed by Lukas

This week we take an in-depth look into the history of returns on the JSE, putting some of the recent gains into perspective. WE talk about investing ...

Rexsolom Invest week 40 2024

29 Sep 2024

Contributed by Lukas

This week we look at China and the measures taken here to stimulate their economy. With just over a month to go to US elections the economy and market...

Wealth ecology Podcast - The Balancing Act

27 Sep 2024

Contributed by Lukas

This week we look at how to keep the many financial plates in the air, from the start, so that you end up with a balanced risk and investment portfoli...

Rexsolom Invest Week 38 2024 podcast

22 Sep 2024

Contributed by Lukas

This week we look at interest rate cuts in the US and RSA. The Dollar continues to be weak - which is behind most of the rand's strength. The GNU is h...

Rexsolom Invest - Week 37 2024

15 Sep 2024

Contributed by Lukas

This week we look at the US presidential debate. The evolving role of AI, with the beta launch of the "Strawberry version, and how AI could be used ef...

Wealth Ecology - Financial Advice and Entrepreneurs

12 Sep 2024

Contributed by Lukas

This podcast delves into the risks, rewards and challenges entrepreneurs face, especially as they retire. 

Rexsolom Invest Week 36 2024

08 Sep 2024

Contributed by Lukas

This week we continue looking at the impact of politics on our economic environment, both at home and abroad. Eskom price increases come under scrutin...

Wealth Ecology from Rexsolom invest - The 2 pot system

05 Sep 2024

Contributed by Lukas

On the first of September 2024 the 2-pot pension system was finally introduced in South Africa and has led to a flurry of withdrawals from the newly c...

Rexsolom Invest Week 35 2024

01 Sep 2024

Contributed by Lukas

This week we look at the history and context of Jackson Hole and what came out of the 2024 meeting. Nvidia continues to be a talking point, and we loo...

Wealth Ecology - Keeping your legacy bright

30 Aug 2024

Contributed by Lukas

In this podcast (based on a post we put out that is available from Rexsolom.co.za/posts) we try to take a more positive approach to Life Insurance, lo...

Rexsolom Invest. Week 34 2024 podcast

25 Aug 2024

Contributed by Lukas

This week we look at the potential changes to policies coming out of the US and the potential global impact. There are some parallels between some asp...

Wealth Ecology Podcast from Rexsolom Invest - Dementia

22 Aug 2024

Contributed by Lukas

In this week's podcast Dawn and Liam talk discuss how to handle financial affairs when someone is diagnosed with Alzheimer's or dementia.  They look ...

Rexsolom Invest Week 33 2024 Podcast

18 Aug 2024

Contributed by Lukas

This week we have an in-depth look at oil, and the potential impact of an escalation of the Middle East unrest on the supply, price and politics. Chin...

Wealth Ecology Podcast brought to you by Rexsolom Invest

15 Aug 2024

Contributed by Lukas

This week we are going to be chatting about "Weathering the Storm" - how to structure your investments to anticipate and mitigate inevitable market an...

Rexsolom Invest, Week 32 2024

11 Aug 2024

Contributed by Lukas

This week we look at the Japanese Carry-trade mini-crash in some detail. Interest rates are cooling, with a cut in the US probably coming in September...

Wealth Ecology podcast brought to you by Rexsolom Invest

08 Aug 2024

Contributed by Lukas

This week - Pruning your Assets. In this the first of many podcasts on Wealth Ecology, were use the analogy of ecology, wildlife the great outdoors an...

Rexsolom Invest Week 31 2024

04 Aug 2024

Contributed by Lukas

This week we look at the econo-political world, and how that is changing in the US, and ramping up in the Middle East. Critical minerals are the backb...

Rexsolom Invest week 30 2024

28 Jul 2024

Contributed by Lukas

This week we look at the drop in inflation across the world and prospects for rate cuts - especially in the US. We talk about the changing demographic...

Rexsolom Invest Podcast Week 29 2024

21 Jul 2024

Contributed by Lukas

Of course econo-politics are still centre stage, and we look at some of the policy decisions that could impact that like interest rate cuts - and of c...

Rexsolom Invest Podcast Week 28 2024

14 Jul 2024

Contributed by Lukas

Econo-politics still top of the agenda. US CPI cooling faster than expected - what will rate cuts mean to the equity markets? Long term outlook for th...

Rexsolom Invest Week 27 2024

07 Jul 2024

Contributed by Lukas

This week we look at econo-politics and an in-depth look at France. Deficits in the West, especially in the US continue to balloon - will it need a cr...

Rexsolom Invest Week 26 2024

30 Jun 2024

Contributed by Lukas

This week we look at the importance of looking at Economics and Politics together, especially in RSA. Where are millionaires migrating from and too - ...

Rexsolom Invest Week 25 2024

23 Jun 2024

Contributed by Lukas

This week we continue to look at the economic ramifications of the new RSA Government of National Unity and the strengthening exchange rate. Europe se...

Week 24 2024 Rexsolom Invest

16 Jun 2024

Contributed by Lukas

This week we look at some of the RSA election results and some of the developments in the other global elections like France. We have an in depth disc...

Rexolom Invest week 23 2024

09 Jun 2024

Contributed by Lukas

This week we talk about Nvidia, the local RSA elections and the economic possibilities of coalitions or unity.