Frank Holmes's Contributions

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.

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.

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.

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?

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.

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

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.

The gloomy clouds of last year seem to be dissipating, as significant and positive trends in global resources and economic data take hold.

After investing in the mining industry for decades, we’ve taken note of several facts about gold that continue to surprise our investors. Here are four of the latest.