I spent another interesting week interviewing on Fine Music radio last week, and had some interesting conversations. This one, on construction changes underway around RSA was particularly informative: Another Brick in the Wall Too Busy? Got Better Things to Do? Read the Summary… About change!: Gold has shed all its 2026 gains and is now […]
The Legacy Series eBook is ready (free on request). Too Busy? Got Better Things to Do? Read the Summary… This Week’s Roundup: The SARB hiked the repo rate by 25bp to 7% on 28 May — its first hike since 2023 — with four of six MPC members in favour. SA inflation jumped to 4.0% […]
Your summary with links, if you’d like to curate your content: Taking it on the chin: It’s Still About EarningsEquities are holding up because earnings expectations haven’t cracked—yet. If the war drags on, downgrades follow, and markets lose their main support. Can US Consumers Keep Buying?Consumers are under pressure from rising fuel costs, high interest […]
Your summary with links, if you’d like to curate your content: Oil Reserves: The IEA coordinated its largest-ever emergency reserve release of 400 million barrels, dwarfing the 2022 Ukraine response. However, with Hormuz disruptions removing up to 16 million barrels per day, the release buys roughly 25 days of cover at best, a bridge and […]
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 the Straits of Hormuz stay closed, though, the greater the impact, and the longer it’ll take to recover. Oil has joined gold on the resource supercycle.
Your summary with links, if you’d like to curate your content: Sod’s Law: Scenario Planning: Last week’s Iran crisis delivered an unscheduled stress test for global portfolios, highlighting the value of scenario planning as a strategic discipline. The key lesson is that complex systems react in messy, unpredictable ways, and a small shock in one […]
If you’d like the ‘Pocket Tax Guide’ on the tax changes announced in the budget, just let me know or download it HERE. The new escalation of the Middle East conflict is unfolding as we write this, and we have gone into it in a little more detail on the podcast that went out […]
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 note, we give some of the highlights of the RSA budget. As always, more info in our free newsletter, sign up at www.rexsolom.co.za
I hope you’ve all had a great start to 2026. You are welcome to share this post or send us the email addresses of friends who might like to join our mailing list. If you missed my latest posts, I have consolidated the 2026 ‘planning’ posts into one ebook, available (free) on request. Your summary with […]
Welcome back, and wishing you, your family and loved ones a very peaceful, healthy and prosperous 2026. You are welcome to share this post or send us the email of friends who might like to join our mailing list. If you missed my latest posts, I have consolidated the 2026 ‘planning’ posts into one ebook, […]