Frank Holmes's Blog

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.

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.

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).

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.

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 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.

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

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.

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.

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.