Too Busy? Got Better Things to Do? Read the Summary… Gold back on fire?: Gold surged over 4% last week, its best weekly gain since February, closing above $4,300 an ounce. Investors read Fed Chair Kevin Warsh as less inclined to tighten policy than inflation warrants, while easing Iran tensions pushed oil below $80 and […]
In the previous part of this series, we looked at general financial advice and advisors; so let’s move on to advice specifically related to investment assets. They are both equally important, and siloing the different ‘types’ of advice can impact your long-term outcome. It isn’t always easy to find an advisor equally proficient in every […]
Too Busy? Got Better Things to Do? Read the Summary… Watching Sentiment: Oil price moves and Strait of Hormuz traffic remain closely linked, with prediction markets more pessimistic than financial markets about a near-term return to normal shipping. BofA’s fund manager survey, taken as tensions were escalating, showed managers at their most bullish since the […]
Underlying softness in economies may be masked by robust markets, especially around AI. This week, we look at a bit at how to get exposure to ‘momentum’ without substantially increasing volitility and risk.
Too Busy? Got Better Things to Do? Read the Summary… Good news for RSA Inc? Bank chief economist Goolam Ballim sees South Africa’s economy gaining momentum as electricity, ports and rail fixes start paying off, forecasting 1.7% growth next year and 2% in 2028. Separately, Justice Malala’s piece on anti-immigrant violence highlights reputational and economic […]
This week, we spend a bit of time looking at the ‘unwinding’ of the very popular ‘value ‘ investment philosophy and where AI and related investments are taking us. We also discuss RSA’s immigration problem against the backdrop of a better economic outlook.
I contributed to a piece for Citywire on Retail Impact Investing. You can read it HERE Too Busy? Got Better Things to Do? Read the Summary… FED: Kevin’s First International Foray: Warsh told the Sintra conference that inflation expectations and risks have fallen, credited as much to lower oil prices as to his hawkish stance. […]
ETFs are so popular, consume so much ‘new’ money that they have the power not just to track but move markets. Everyone is still waiting to call the top of the AI bubble- how much longer can it last? This podcast is based on our popular newsletter, sign up at www.rexsolom.co.za
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 […]
In the newsletter this week (www.rexsolom.co.za) we talk a lot about the East. The Kospi crash, Japan, China as the US fumbles through its 250 celebrations. AI frothiness and volatility is sending warning signals.