Frank Holmes's Blog

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Frank Holmes is CEO and chief investment officer at U.S. Global Investors, an investment advisory company specializing in natural resources and emerging markets. The company's no-load mutual funds include the Global Resources Fund (ticker PSPFX), the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX).

Gold Stocks: What to Expect in the New Year

After three years of pain, can gold stocks break their losing streak and see a gain in 2014?

A Surprising Way to Participate in Today’s Tech Boom

While many U.S. investors are getting excited about the growing number of initial public offerings in the tech sector, they would be remiss if they didn’t look beyond Silicon Valley for other tech opportunities.

Energy Renaissance in the U.S.A.

As we come to the end of 2013, it’s a good time to reflect on some of the biggest resources stories of the year. One that immediately comes to mind is the U.S. energy resurgence and its tremendous effect on oil and gas.

Did the Government Shutdown Help the Economy?

When investing in today's market, keep in mind two important concepts: 1) Don't get caught up in negativity surrounding Obamacare and government dysfunction; and 2) look for the stock leaders and understand the laggards.

Big Ideas on Gold and Resources in the Big Easy

In preparation for my presentations this fall, I’ve been pulling together this kind of research that investors can put to use today. One very contrarian idea these days is investing in resources. This is an unloved and underowned area of the market, but there is a case to be made for owning commodities.

Why Growth Is Deep in the Heart of Texas

Texas' economic success illustrates the power of lower taxes and fewer regulations with new technology to unlock the vast supplies located in the old oil and gas fields.

Trying to Stop a Bull Market Has Risks

U.S. stocks have been on a tear. The S&P 500 Index has climbed a surprising 20 percent so far this year, as a global synchronized recovery takes shape and funds flow back to equities. Investors take risks when they try to stop a bull run, and plenty of data suggest you might regret taking that action this year.

How to Profit from a Changing China

Nearly 20 years ago, Frank Holmes first began hunting around China for companies to invest in. At that time, the country made up only a fraction of global growth. With a rebalancing occurring in China now, how can investors benefit?

What Happens When You Tell Indians to Stop Buying Gold

India’s demand for gold during the second quarter of 2013 topped all other countries, according to the latest World Gold Council data. As noted by GoldCore, the demand for gold in India rose to its “highest in the last 10 years,” with jewelry, bars and coins demand, capping 310 tons during the period.

A Surprising Way to Play a Europe Rally

As Europe recovers, we have solid reasons to believe their eastern counterparts will enjoy a boost as well.

Is Europe Ready to Take Off?

3 Areas of Strength

After the U.S.’s huge run, is it possible the country will be handing off the baton to Europe for the next leg of the race? Here are a three areas of strength that could send European stocks higher.

Why It Pays to Invest in Emerging Market Dividend-Payers

Even though market pundits talk about elevated rates on the horizon, we believe significantly higher rates that would move the needle for an income investor is a ways off. That’s why it may be a good time to look at emerging markets dividend-paying stocks today.

The Love Trade for Gold Is Still On

Gold buyers are a diverse group, but generally fall into one of two categories. Most of the attention gets focused on those who purchase out of fear of damaging government policies (i.e., the Fear Trade).

Don’t Sell in May: Reasons to Extend Your Stay

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.

How a Landslide Shifts Copper Supply

The landslide in Utah is just one example of how quickly and unexpectedly the supply and demand factors facing the red metal can shift, which I believe underscores the need for nimble active management.

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