REXSOLOM INVEST

Trump-Iran war at a stalemate and inflation surges. Week 20 2026 Rexsolom Invest

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

Markets are not the economy - Week 19 from Rexsolom Invest, the home of wealth ecology

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

Markets are in full party mode - War? What war? Rexsolom Invest Week 18 2026

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.

Markets are saying war? What war? Week 17 2026 from Rexsolom Invest

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.

The on-again-off-again closure of the Straits still major market mover - Rexsolom Invest Week 16

Markets are moving more on hope than realistic expectations, as we have seen repeatedly during this war. The only salvation is to understand the time objective of the investment and asset allocation and behave accordingly.