Wealth Ecology: Recent Episodes
Dawn Ridler
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
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? legacies take years to build - how to get them right from the start.
This week Dawn and Cobie discuss the continuing tariff saga, Japan's emboldened moves, China's stalemate and the possibility of a recession, following the first quarter of negative GDP growth in the US.
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 markets dip, it's time for asset managers to go bargain hunting - Cobie talks about one of the stocks that have come onto his radar recently - Hoya Corp.
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 done that cannot be reversed and we are seeing a new world order emerge.
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 on most of the important China tariffs, as we expected he would at some point. Sure equities took a hammering, but it was the bond market that was the persuader at the end of the day.
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 may not be that far off. This podcast is based on our Monday Morning Newsletter, you can get on the database at rexsolom.co.za
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 and pharma (this week) - especially on RSA's thriving auto industry. Europe has taken up the challenge of America's isolationist policies, and these are starting to play out in the markets.
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 have our own chaos that is simmering in the background, with the budget yet to be approved in parliament. Outside of the US shares are on the rise - from Europe through to China.
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 them.
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 short correction. Can RSA Inc learn lessons from Trump's attempt to downsize government?
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.
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 skirmishes this year - could they turn into war and will countries have to pick sides? This podcast is based on our weekly free newsletter, go to www.rexsolom.co.za to get on the mailing list.
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 they might mean for the rest of the world. We also have a look at GEPF results that came out for 2023/2024 and try to decipher why they did so badly. This podcast is based on your weekly free newsletter which you can sign up for on our website www.rexsolom.co.za
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 expensive, or very expensive - do you just chase earning when it comes to stock picking? We're going to have to wait a while to see if increased tariffs are going to be imposed by Trump - but some US companies aren't waiting.
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 maximise the impact they'll have on your eventual retirement.
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 out last week. We have another look at the Magnificent 7, and how they have to move into the next phase of AI - monetisation. We briefly look at the final run-up to the US elections as we now wait for it all to play out.
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 off - will Bond vigilantes play a role as they have in the past? Europe is back on the investment radar as investors look for opportunities outside of the US.
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 Chinese Tazra railway network snaking across Africa picking up much-needed commodities and securing that supply for China into the future. It's the Medium Term Budget this week and we go into some of the expectations around that (with much more in the newsletter).
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 difficult patch , and look at whether there is a case to nationalise airlines. The SABC are scrambling trying to find funds, and are sitting on R44bn in arrears from unpaid licenses.
This week Liam Wright and Dawn Ridler discuss grudge purchases, the option of self-insuring for events and how to optimise your personal risk mitigation - leaving some funds left over to invest and have fun.
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 in China again - and whether that play has legs. Oil prices always spike when tensions in the Middle East rise - what are the risks and pressure points?
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 markets are playing into Harris's hands but it is till going to be a tight race. Gold is at an all-time high - thanks to central bank purchases - we delve into the reasons for that.
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 portfolio and not getting stuck on the one-step-forward, two-steps-back dance that is often the norm when you're starting out.
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 hanging in there, and actually talking and consulting - and using the constitutional court as the backstop. Cobie takes a new look at 'efficient markets' and how times are changing.
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 effectively in the public sector in RSA. As the magnificent 7 cool down, it looks like the small and medium caps might just be picking up the slack. The US economy looks like its in a good place - is an interest rate cut of more than 25 bps really needed at this stage?
This podcast delves into the risks, rewards and challenges entrepreneurs face, especially as they retire.
This week we continue looking at the impact of politics on our economic environment, both at home and abroad. Eskom price increases come under scrutiny, and the GNU in Tswane is on rocky ground. Cobie talks about Intel and how it compares to the other big semiconductor manufacturers like Nvidia. This podcast is based on our free weekly newsletter that come out on Monday mornings. You can subscribe at Rexsolom.co.za
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 created Savings Pot. In this podcast, which summarises the comprehensive blog that we put out on this topic (Rexsolom.co.za/posts), we touch on some of the more important topics surrounding this change and perhaps give you more insight into what it means for you.
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 look at similarities to 2000, and how this AI dream needs to be monetised and trickled into the mainstream like the internet did after the dot com bubble.
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, looking at the benefits, but also the pitfalls from miss-selling that still happens today. We give you some hints and tips on how to find out for yourself what you 'need' and what to do with it once those 'needs' are behind you.
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 aspects of Project 2025 and failed ANC policies which are interesting and we look at. Fear and greed are often at the core of investment decisions, we have a look at this and how you can avoid falling into someone else's narrative.
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 at Trusts, Power of Attorney and the pitfalls to look out for on the journey. There is a blog/post on this topic if you want more detail, available at Rexsolom.co.za/posts, where you can also get onto our mailing list and a heads-up whenever a new podcast or blog drops.
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. China is battling to lift itself meaningfully out of the post-Zero-Covid doldrums and the West is slowly decreasing its reliance on manufacturing out of China. We also go into a bit more detail on the investment philosophy we use at Rexsolom. You can get on our database at Rexsolom.co.za where you'll also find a library of our posts and newsletters.
This week we are going to be chatting about "Weathering the Storm" - how to structure your investments to anticipate and mitigate inevitable market and economic turbulence. The full blog/post is available on rexsolom.co.za where you can join our free newsletter that will give you the full post.
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. US mortgage rates are coming down, which will increase disposable income and boost the housing market.
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 and nature to try and explain some of the more complicated ideas around finance, advice and asset management. Presented by Dawn Ridler and Liam Wright. The Post can be found on Rexsolom.co.za.
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 backbone of the new AI-led industries - are there any opportunities for South Africa? Japanese bonds are on the rise for the first time in decades - can this lift the Japanese economy? The Newsletter on which this podcast is available can be found on the Rexsolom.co.za/posts website by Monday Afternoon. You can also sign up to receive this free every Monday morning on our website or ask dawn@rexsolom.co.za to do it for you.
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 demographics and how that might impact a Trump attempted re-run. We also have a look at the "Dismal Science" of Economics, and why it is so difficult to predict what is happening in economies.
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 course the potential changes if Biden fails to secure a second term. We look at the role of ETFs, specifically the QQQ and how this has changed over time.
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 the hot AI stocks - can they go the distance?
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 crisis to stop and reverse?
This week we look at the importance of looking at Economics and Politics together, especially in RSA. Where are millionaires migrating from and too - and why.
This week we continue to look at the economic ramifications of the new RSA Government of National Unity and the strengthening exchange rate. Europe seems to be front-running the Staes in the interest rate cuts - is this signs of deepening rift between the two hemispheres?
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 discussion around valuation of companies and why RSA companies are just not making the grade.
This week we talk about Nvidia, the local RSA elections and the economic possibilities of coalitions or unity.
This week we look at the escalating trade wars and growing rift between the East and West. The Beige book is showing some interesting trends for the coming months. Talking of trends we look at the wealth ladder and how that is changing - specifically as home ownership becomes unaffordable for the younger generations.
This year is a busy election year all over the world. We look at the RSA elections coming up next week, and continue to look at the prospects for the US Presidential elections in November. We discuss how the state of the economy can increase the changes of an incumbent being re-elected in the US. US stock markets continue to roar, and we llok at some of the weightings in the large stocks.
This week we have another look at the NHI now that it is law. We have another look at wealth tax, and wealth of African nations. Some professional investors are selling off the magnificent 7 - are they onto something?
This week we look at the US unemployment numbers and determine if there are any trends forming. We also have a look at Eskom, and bust some of the myths around why we've had no load-shedding for so long. In the run-up to the RSA elections, we discuss the impact of socialism and the global rifts that could impact our economy if we pick the wrong side.
This week we look at the sticky, new normal, inflation in the US. We also have a more positive look at the JSE and how it has performed over long periods of time and it's Rand Hedge abilities. The magnificent 7 continues to be on our radar
This week we look at US market behaviour and the potential that it may be topping out. We continue to look at the Japanese yen, and their interesting approach to devaluation.
This week we look at the elections in India and how this powerhouse is poised to take over from China. We have a look at volatility in the market, and how your personality may affect your portfolio choices.
This week we look at the creation of debt through the ages, and the US and Japan as reserve currencies. We also talk about unionisation and socialism and their relation to historical inflation. We discuss the new Zimbabwe currency, the ZiG and the gold standard.
This week we look at the interest rates across the world, and when they might start coming down. We look at the DJT meme stock and look back on the life and work of Daniel Kahneman. This podcast is based on our free newsletter, sign up at rexsolom.co.za
This week we look at the trend toward tokenisation, the future of TikTok and AI. We look at some of the antitrust suits going on over in the US, and focus in on Hermés. This podcast is based on our free weekly newsletter, sign up at www.rexsolom.co.za
This week we look at China's Belt and Road initiative, inflations and CPI and the TikTok ban
This week we look at markets, and specifically the volatile Rand. Boomers will transfer $90 Tn in wealth to gen x and millennials over the next couple of decades - what will they do with it? Like the rest of the world, we'll be keeping a close eye on the US elections because of the potential economic ramifications for all of us.
This week we look at the fall and fall of WeightWatchers, India and globalisation, Bitcoin the ongoing woes of the corporate office space.
This week we look at some of the Budget lowlights/lies and misdirects. We have a chat about Nvidia and what's behind it's meteoric rise and again, at Argentina and what lessons RSA Inc might learn from them.
This week we take a look back 27 years the past in Venter's book "After Mandela has gone". We discuss the possible dollarisation of Argentina and how a country goes about it and then have a look at what we might expect in the budget.
This week we chat about SONA, look at loadshedding and why it's ramped up to Stage 6 again this week. We talk about the "Çurse of Growth" using Paypal as an example. We talk briefly about our latest Blog on Interest rates and Fixed income, available on Moneyweb and our website www.rexsolom.co.za
This week we look at the US markets, earnings and where markets might be going. We have another look at India and China and the changing global dynamics.
This week we look at India and its prospects for investors in the future. We talk about the "great monetisation" w.r.t bonds that is happening globally, and the implications on the markets. Changing demographics is hurting pensions in the West - what can governments do? Our podcasts are based on the (free) weekly newsletter - you can get on the database at https://rexsolom.co.za/
This week we look back on 2023, and see what lessons we learned as investors. This podcast is based on the newsletter we put out every Monday morning, you can get on the database at www.rexsolom.co.za
This week we look at Bullish versus bearish investor sentiment through the years. Black Friday is behind us - are consumer buying patterns changing? Cobie gives an interesting look at Argentina, and what RSA Inc might learn from Mr Milei. This podcast is based on our weekly (free) newsletter - sign up on our website www.rexsolom.co.za
This week we chat about nominal and effective interest rates and how slick marketing uses these nuances to fool you. We also chat about the magnificent 7 and how their returns distort the market.
This week we look at AGOA and the threat of the US removing us from those preferential trade benefits worth billions. We continue with our discussion on changing demographics and projections on when the global population might top out. We discuss outcomes-based investing, which Cobie goes into more detail in the newsletter.
This week we look at the RSA Medium Term Budget, and budget deficits across the world. We have another look at Japan, now that the bond yield management is slipping and what this might mean going forward. It was a good week on global bourses, linked to the softening unemployment figures and reduced possibility of further interest rate increases. You can get our newsletter by subscribing on our website www.rexsolom.co.za
This week we look at objectives-based, advice-led portfolio management. How do you navigate all the political change and chaos, and is the 60/40 model broken?
This week we look at the continued volatility of US bonds and what this means to investors. We take a deeper dive into investing offshore, or emigrating and how and why a long term plan is the sensible approach. This Podcast is based on our weekly newsletter, sign up at rexsolom.co.za
This week we look at changing demographics and how that impacts the balance of power and how governments collect taxes. We do a deeper dive into Wealth Tax, Trusts and specifically beneficial ownership.
This week we look at the slow progress on greylisting and its implications. The US and RSA bond markets and some of the implications of the developing Israeli unrest.
This week we have a look at inflation around the world, and what is still holding back on the further easing. We also look at the bond markets, and the upcoming uncertainty and how that can impact the markets. This podcast is based on the weekly newsletter, you can get on the database at Rexsolom.co.za
This week we look at the unionisation trend in the US. How Japan is the outlier when it comes to interest rate hikes, and how this might play out and Bonds, bonds, bonds
This week we have another look at the NHI. We discuss Eskom, Medupi and the Argentinian socialist model. We have another look at the Work from Home trend that is waning.
This week we chat about China (again) US sticky inflation and wages. We look at the problem of reduced tax receipts in SA Inc and where they might get the top-up. All this news can be found on our weekly newsletter rexsolom.co.za or contact us
This week we look at the China slowdown. How Luxury brands beat inflation and Heico as an investment opportunity
This week we look at BRICS and Global GDP projections for 2050. There is also an in-depth discussion around China's changing fortunes. This podcast is based on our free weekly newletter, available from www.rexsolom.co.za or dawn@rexsolom.co.za
This week we look at the US Bond market in depth and how this may affect some of the decisions coming out of Jackson Hole this week. China is still very much in the news and weighing down on the EM economies and currencies.
This week we look at CPI, Bonds in the US and Quantitative Tightening. WE have another look at consumer expenditure and its role in GDP around the world. This podcast is based on our weekly newsletter, available at www.rexsolom.co.za
This week we look at the Fitch downgrade of the US and the impact on the rand. The unemployment numbers out of the US, and the dept of Statistics constant 'revision' of the numbers. We continue to look at how AI and other trends like globalisation are affecting the markets and jobs. This podcast is based on our weekly newsletter, go to www.rexsolom.co.za to sign up.
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.
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.
This week we look at Credit Suisse and other Swiss banks. We look ahead to the FED possibly hiking rates this week. Locally we have a brief look at Transaction Capital.
This week we look at the FED report-back to congress and unpack the developing Silicon Valley Bank story in the US.
This week we look at the China, Russia, RSA relationship and how this might alter our world standing. China is emerging from zero covid, but globalism has reversed and this might impact their ambitions. We also look at inflation, and specifically how inflation matching portfolios might not be the answer for retirees needing income that sustains them for the whole of their life.
This week we review the budget, especially around Eskom and the departure of de Rutyer. The Rand devalued sharply, and we look at the causes of that. Offshore is still in a plateau, but bond yields continue to invert - the Recession watch continues.
This week we discuss US CPI and the potential for a FED pivot. We look at the deprecating Rand and what might be causing it. The RSA Budget is next week and we touch on some things that might be covered.
This week we look at the State of the Nation, Lyft, Google and Netflix and the first instalment of 'The Principles of Investing'.
This week we discuss the US employment data and possibility for a recession. Cobie equates the addiction to QE to Pavlov. We revisit Pakistan and their $7bn loan from the IMF and the Ts&Cs that might apply. We have a new look at Prosus and how they are navigating their TenCent/Chinese investment.
This week we look at resistance levels, how we use them and how they are playing out in US markets. There is a focus piece on Adam Smith, and the wisdom of small government and minimal intervention.
We are looking forward to 2023. Why is the JSE on a growth streak? The end of free cash in the West and its impact. The implications for the China opening and impact of Covid. A medical aid case study for an RSA traveller to the US.
This week we look at the weaker dollar, the changing dynamics with China, expectations for 2023 and Amazon
This week we talk about the Phala Phala effect on RSA markets, global inflation and how to use bonds in your investments.
In this episode, Cobie Legrange and Dawn Ridler from Rexsolom Invest (www.rexsolom.co.za) discuss markets and economies in week 45 2022. The blog post https://rexsolom.co.za/retirement_revisited/ is appended on here but is also available as a stand-alone post
This is the podcast of the Blog Post on the website available at https://rexsolom.co.za/retirement_revisited
While offshore investing for South Africans is highly topical, it is fraught with potential dangers, as well tax and forex implications. There are also hungry brokers ready to snap up those investments and pad their pockets. This podcast covers some of the areas to be wary of, and how to go about them prudently
Seasons of Wealth – Winter
A wintery economy brings chores and opportunities
We are surrounded by cycles, some fast, others so slow we never see a change in our lifetime, but they are there. Climate change, for example, has been happening for millennia – it is nothing new (pollution is though of course). Somehow, every time winter comes round, especially a nasty cold front, we are caught unawares – gas bottles empty, no beanies and only salad in the fridge. The markets also go through cycles, while less predictable in timing than the four seasons, they keep on happening. Right now, for us in the Emerging markets, the winds are decidedly cool and the returns flattening, soon to turn negative for the year-on-year if it keeps up this pace. You can read the full blog Here; http://kerenga.com/wealth_cycle_winter/
It was a good week for the SA economy, even if that didn’t reflect on the stock exchange. The dropping of the charges against Gordhan instantly reflected in the exchange rate though – why the disparity? Stock exchanges are more inclined to move downward on political risk, and are slow to recover, not necessarily reacting to good news.... Full transcript available in a newsletter. Email me on dawn.ridler@mweb.co.za to get on the mailing list.
Pravin crossroads on Wednesday. Waiting on Trump and Hillary. Rand better but stock exchange not - why?
All the signs are toward tougher times but with better prospects on the horizon. Our economy is still heavily dependent on resource exports and this gradual recovery is good news - but should not be squandered. With flat returns from equities, fees are coming under the spotlight.
Everyone clamours after passive income. The thought of having money flow into your account, day and night with no effort, is intoxicating. Thousands of bestsellers have been written about it, but don’t be fooled, it is also very hard to do properly or quickly. In one way or another, most of us trade our time for money. You can read the full blog HERE.
Once again, just as the Rand looks set to improve, the Hawks fly in and much it all up again. The All Share also took a knock. The USA is preoccupied with their elections but as soon as the results are announced, irrespective of which candidate wins, the volatility in the market is likely to increase.
The Rand continues to look good, but markets drifting lower. No interest increase for now, or perhaps for the rest of the year. If you want to get the newsletter contact me on dawn@kerenga.com.
In this, the final part of the wealth equation podcast series I will be talking about wealth itself. The stuff that is left over after you have consumed you income. You can read the original blog HERE .
Week 38 economy, RSA, in a nutshell. You can contact me on dawn@kerenga.com if you want any more information or the resources mentioned in the podcast.
Wealth is what is left after you have consumed your income. This podcast looks at the consumption variable and how it can impact on your wealth. The original blog can be viewed at http://kerenga.com/wealth-equation-consumption/
This week I look at the reasons for the exchange rate volatility and the possibility of an interest rate hike. In the special topics I look at how to invest for children and 'Rand Cost Averaging'.
Can the secret to wealth be boiled down to a simple equation for everyone to understand?
Investment diversity protects our portfolios from sudden change, just like biodiversity protects the planet.