Some are calling it ‘Strait Fatigue’ – and every new outbreak of hostilities is met with a ho-hum and a bit of oil movement. Every company out there is going to have to have a strategy for taking advantage of AI, and for many that means first getting into the cloud.
RSA unexpectedly keeps rate hikes on hold, despite a hotter inflation print – it’s all about the higher price of oil, with no end in sight to Trump’s Middle East war.
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.
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.
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
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.
Everyone, including the US, wants the world order, markets and economies to go back to pre-Trump’s Iran war. Will the Memorandum hold, or is this just rinse-and-repeat? The oil price is drifting lower, great news for future inflation – the other big news story of the week.
DJT’s every utterance is still, somehow, believed by the markets and the swings continue to be wild. SpaceX IPO coming in to muddy the indices and where to original thought? All this and more in the podcast with Dawn Ridler and Cobie LeGrange.
RSA interest rates up – to protect the rand and stem imported inflation. Iran war rumbles on with more spin than substance, Iran is holding most of the cards at this point. This podcast is based on our popular newsletter, find us at wealthecology.co.za
As the Iran war grinds on with no resolution in sight, inflation is starting to bite, and bonds are taking notice, around the globe. In volatile and uncertain times like this, FOMO can set in and disrupt your portfolio and long-term plans. You can find us on wealthecology.co.za, join our (free) newsletter and keep up […]