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).

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.

What Maslow and Rand Would Tell Investors Today

What can investors learn from a psychologist and a novelist? Frank Holmes explores the connection between Maslow's Hierarchy of Needs and why investors haven't captured the superior returns from gold, oil and stocks over the past 20 years. In addition, the events in Cyprus bring to mind a passage from Atlas Shrugged.

Why China Is Tunneling a Mind-Boggling 800 Miles in 2 Years

Public discontent over pollutants and vehicle congestion on roads has prompted the new leaders in China to take environmental action.

Dow - Then and Now

The Dow Jones Industrial Average of 30 actively traded, blue-chip stocks is making record highs, knocking the 2007 peak off its pedestal, but investors aren’t celebrating.

Out With the Dragon, In With the Snake

Over 2013, we expect China to continue its accommodative efforts, which should reinforce the equity rally. In addition, the new leadership is focused on growth, as leaders seek to improve and reform policies that will provide residents with opportunities and social security, increase incomes and raise standards of living, which should encourage domestic consumption.

Dow to 14,000 ... and Beyond?

If you’ve been a hibernating bear lately, you’ve missed a ton of positive news, as U.S. construction spending rose, ISM manufacturing data beat expectations and the country added 157,000 jobs.

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