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.
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 to test our FOMO, perhaps?
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
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; they’re moving on, now they just need to step up. How is AI evolving? How quickly can they monetise the massive capex, and hang onto those lofty […]
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 interest rates despite a pretty hot economy? Is he going to be a Trump Yes-Man? This podcast is based on our free newsletter – get on the database […]
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 in more detail at Microsoft. We always keep an eye on what the next leg of this AI race is going to be, and try – not always successfully – […]
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 files. Friday was a volatile day on the markets – was it just the month-end clean-up?
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 overdue. From an investment perspective, the theme is Diversify – downscale US stocks and bonds and prepare for a rocky ride.
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 game and building the bridges that the US destroys. It’s going to be an interesting 2026!
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 2025, and see what investment lessons will take us through to a prosperous 2026.