About the Author
Frank Holmes
Frank Holmes is CEO and chief investment officer of US Global Investors. This first appeared in his Frank Talk blog. For more updates on global investing from Frank and the rest of the US Global Investors team, follow on Twitter at www.twitter.com/USFunds or like on Facebook at www.facebook.com/USFunds. You can also watch exclusive videos on what research overseas has turned up on the US Global YouTube channel at www.youtube.com/USFunds.
US Global Investors, Inc. is an investment management firm specializing in gold, natural resources, emerging markets and global infrastructure opportunities around the world. The company, headquartered in San Antonio, Texas, manages 13 no-load mutual funds in the U.S. Global Investors fund family, as well as funds for international clients.
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By Frank Holmes |
June 19, 2013
So why is an oil and materials manager getting his boots dirty in Sierra Leone? The cocoa plantation is only one example of a company producing a commodity that we believe will be sought by the world’s growing middle class population.
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By Frank Holmes |
June 11, 2013
Given this rising interest rate environment, we wondered how gold, oil and other commodities, as well as energy and materials stocks have historically performed. With a hot economy, will we see hot commodities?
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By Frank Holmes |
May 29, 2013
The more important demand for gold, in my opinion, comes from the enduring Love Trade, as countries like China and India buy the precious metal out of love and tradition.
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By Frank Holmes |
May 7, 2013
During the first week of May every year, the maxim “Sell in May and go away” gets taken out, dusted off and powered up as a reason to sell stocks. Here are reasons to leave it in storage this year.
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By Frank Holmes |
May 3, 2013
Sometimes following where money is being invested is a solid course of action to gain alpha; other times, a better opportunity lies in going the opposite direction, i.e., thinking contrarian.
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By Frank Holmes |
April 22, 2013
So, even with the gold price dropping, why are gold coins selling at a premium? It’s Economics 101: The coin supply is limited and the demand is high.
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By Frank Holmes |
April 16, 2013
The U.S. mining industry was dealt a devastating blow as Kennecott Utah Copper’s Bingham Canyon Mine experienced a pit wall failure causing a massive landslide with rocks and dirt covering the bottom of the mine pit.
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By Frank Holmes |
April 9, 2013
Just as every coin has two sides, every data point that doesn’t meet expectations usually has an upside somewhere. For instance, although the gold price has fallen with the strengthening U.S. dollar, the yellow metal is appreciating in Japanese yen.
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By Frank Holmes |
March 20, 2013
Would it surprise you to discover that China is planning to add 800 miles to its subway system over the next two years? That’s the distance equivalent to building a network from Dallas to Chicago!
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By Frank Holmes |
March 12, 2013
Since the Dow hit its March 2009 low, many sage market players followed the stimulative monetary and fiscal policies and invested heavily in equities. Only in retrospect can their bold calls be recognized as wise.
