Our investment journey has to start somewhere, and sometimes, when life happens, it has to restart somewhere, so let’s just revisit those building blocks – even if it is just to tick them off and move on to the sexier stuff in future episodes of this series. If the pandemic taught us anything (and no, […]
The Legacy Series Blog/Post series is now complete and will be published in a free eBook next week. If you missed any of them, here are the links again. Your summary with links, if you’d like to curate your content: US Inflation Concerns: April US CPI hit 3.8%, its highest in three years, driven primarily […]
The big news/no news of the week was Trump’s visit to China with his merry band of support-CEOs and progeny. It produced, by all accounts, a big fat goose egg.Inflation is a real worry; gas and electricity prices are going to make things difficult for Warsh, and the mid-terms
The Legacy Series Blog/Post series is now complete and will be published in a free eBook shortly. If you missed any of them, here are the links again. Your summary with links, if you’d like to curate your content: The EU Anti-Coercion Instrument (ACI) – An Explainer The ACI, nicknamed the “trade bazooka,” is the […]
There is obviously investor fatigue over the Iran war, and TACO Trump is trying to extricate himself from the mess. Markets, especially AI stocks, are roaring ahead regardless. This podcast is based on our free newsletter www.rexsolom.co.za/posts
Liquidity in an estate is a crucial consideration, often overlooked by FSPs who do a ‘free will’ because they are focused on their executor’s fees. There are a couple of companies out there that have cottoned onto the fact that they can ensure their executors’ fees, under the guise of ensuring you have liquidity, by […]
Your summary with links, if you’d like to curate your content: Broadening Oil Spill: Nine weeks in, the Strait of Hormuz remains closed with no serious negotiations underway. Brent crude topped $120/barrel mid-week before settling around $110 — its highest of the conflict — aided by the UAE’s withdrawal from OPEC+. UK 10-year gilts broke 5% […]
Trump says the war is over, and markets are behaving like it is a non-event. Bonds are indicating otherwise. Rates probably on hold in the US, and maybe even back on the way up. interesting times that require close monitoring.
Your summary with links, if you’d like to curate your content: Market Volatility? Despite the Iran conflict and Trump’s executive-order style of governance, the S&P 500 hit a new all-time intraday high. Realised volatility under Trump’s second term has so far matched the calm Biden years — a surprising finding that may signal late-cycle market […]
Six weeks into the Trump-Iran war, markets are carrying on like it doesn’t exist. Records are still being broken, and earnings are still being exceeded, not even the volatility is saying much. What could change that? If oil supply issues really bite? Japan has made an unusual move to export arms.