Frank Holmes's Blog

Over the past several months, the markets have tested investors’ conviction to gold. Since February, the price of the yellow metal has steadily stepped lower, rallying somewhat in May before falling again when Ben Bernanke disappointed by not providing the U.S. with more stimulus.

Did you know that at the beginning of the 19th century, China made up the largest share of the world’s GDP? This makes the term “Rising China” a misnomer, as the country has been simply returning to, instead of rising to, super power, says former U.S. Secretary of State Henry Kissinger.

When it comes to investing, wise managers are like good drivers, constantly evaluating the environment, looking for signs to step on the gas or slow down.

Following negative data last week, investors were clearly concerned about global growth and anxiously anticipated government actions.

For the eighth consecutive year, CEOs named Texas the best place to do business, according to the latest Chief Executive magazine.

To add alpha, we believe investors need to continually seek pockets of strength amidst today’s mire of pessimism. One bright spot we’ve seen lies just east of Greece: Turkey.

Facebook’s highly anticipated initial public offering helped the company raise $16 billion, a record for tech IPOs.

Given the seasonal pattern for gold prices, investors shouldn't be surprised by the recent drop in the market. What's important is that the longer-term trends driving the Love Trade and the Fear Trade remain.

With an overreaction in gold and global markets in recent weeks, here are reasons why we believe gold and China have room to run.

China has been busy constructing railways, but a comparison of rail length per capita shows that the infrastructure buildout still lags developed nations.