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Dont Let Market Motion Sickness Keep You From Missing the Boat
by Frank Holmes of U.S. Global Investors, 12/6/14
Despite all of the good news, the recent threat of market volatility, which weve seen plenty of in commodities and emerging markets, seems to have pushed close-to-retirement folks away from equity securities. The August and October downturns, not to mention the decline in gold and oil prices, have understandably heightened consumer fears.

Are Oil Prices Ready to Break out of the Trough?
by Frank Holmes of U.S. Global Investors, 12/5/14
American business holds up the rest of the world.In ancient Greek mythology, the Titan Atlas was charged with holding up the world. Today, that task largely falls on the shoulders of American businesses.

Giving Thanks to the Innovators and Creators of Capital
by Frank Holmes of U.S. Global Investors, 11/29/14
Im grateful to live in a society that monetarily rewards such innovation and problem-solving, in addition to the intrinsic rewards entrepreneurs receive for improving the lives of others.

With Oil and Gold Prices Depressed, Halliburton and Osisko Play Defense
by Frank Holmes of U.S. Global Investors, 11/26/14
Digestion of the acquired company often takes a while, during which time the buyer tends to experience a short-term slowdown. Its stock typically falls because, among other reasons, it must pay a premium for the acquisition.

Solar Energy Powers Record Silver Demand
by Frank Holmes of U.S. Global Investors, 11/22/14
Silver demand in the fabrication of solar panels is set to outpace photography, if it hasn?t already done so.

Explore and Discover the Winners When Gas Prices Fall
by Frank Holmes of U.S. Global Investors, 11/15/14
West Texas Intermediate (WTI) oil for December delivery is currently priced at $75 per barrel, Brent for January delivery at $78 per barrel. Many investors, publications and news sources focus only on the drawbacks to falling oil and gas prices-don't get me wrong, there are many-but today we're going to give the spotlight to the biggest winners and beneficiaries.

Dont Be Spooked by Market VolatilityOpportunity Is Still Knocking!
by Frank Holmes of U.S. Global Investors, 11/1/14
One of the greatest fears this Octoberpossibly the most volatile month of the yearhas been the correlation between the S&P 500 Indexs ascent in the first three quarters of the year and the possible ramifications of the end of quantitative easing (QE).

As the Eurozone Stalls, China Cuts the Red Tape
by Frank Holmes of U.S. Global Investors, 10/25/14
France and Germanys industrial production has turned down recently. Their purchasing managers index (PMI) numbers are below the 50-mark line, indicating contraction. This trend is especially worrisome because Europe is a bigger trading partner with China than the U.S. is. So whats the solution? The EU would do well to look east, specifically to China.

What the Strong Dollar Does to Yellow and Black Gold and Why We're Seeing Green
by Frank Holmes of U.S. Global Investors, 10/19/14
The United States is doing better than it has in years. Jobs growth is up, unemployment is down, our manufacturing sector carries the rest of the world on its shoulders like a wounded soldier and the World Economic Forum named the U.S. the third-most competitive nation, our highest ranking since before the recession.

Warning: Market Correction This Week? Did You See the Opportunity?
by Frank Holmes of U.S. Global Investors, 10/11/14
While stocks fell around the world this week amid growing concerns over global economic growth, Europes slowdown cant stop emerging market population growth that drives long-term commodity demand. If the short-term market volatility concerns you, a solution is short-term tax-free municipal bonds. Check out the 5 Reasons Why.

How Alibaba Could Capitalize on the EBay-PayPal Split
by Frank Holmes of U.S. Global Investors, 10/9/14
Ebay and Paypal Split - U.S. Global InvestorsInternet auctioneer and retailer eBay announced last week that it will be spinning off its online payment service PayPal into two listed companies. This decision, heralded by activist shareholder Carl Icahn, among other investors, will allegedly enable both companies to focus exclusively on what they do best.

600 Million Reasons to Keep Your Eyes on India
by Frank Holmes of U.S. Global Investors, 10/4/14
In the wake of his rock star reception at Madison Square Garden on Sunday, Prime Minister Narendra Modi has emphatically announced to our nation's top corporate and political leaders that India is now open for business. Between September 26 and 30, he met with not only President Barack Obama and other high-profile politicians but also the CEOs of some of our nation's largest and most successful companies.

5 Reasons Why Short-Term Municipal Bonds Make Sense Now
by Frank Holmes of U.S. Global Investors, 9/27/14
Although short-term bonds might not be as sexy as common stocks in fashionable brands like Apple and Tesla, they play an important role in any serious investor's portfolio. Below are five reasons why investing in municipal bonds makes sense now more than ever.

China Defies Analysts Predictions with an Encouraging PMI
by Frank Holmes of U.S. Global Investors, 9/25/14
HSBC announced Tuesday that the preliminary purchasing managers index (PMI) for China rose to 50.5, a modest improvement from Augusts 50.2. Analysts were expecting the index to decline to a neutral 50.0, based on softening factory employment, but this is a case when youre relieved others were off the mark.

Stocks Rally Following Janet Yellens Conference and Scotlands Historic Referendum
by Frank Holmes of U.S. Global Investors, 9/23/14
Interest rates cant stay zero forever, but for now its more of the same.

Stocks Rally Following Janet Yellen's Conference and Scotland's Historic Referendum
by Frank Holmes of U.S. Global Investors, 9/20/14
This news gives stocks reason to rally for a considerable time, or at least until the Fed gives us a more concrete timeframe for a rate hike.

The Sand Demand: Finding Opportunities Beyond Direct Shale Plays
by Frank Holmes of U.S. Global Investors, 9/18/14
Total U.S. crude oil production averaged an estimated 8.6 million barrels per day in August, the highest monthly production since July 1986, according to the Energy Information Administration (EIA). In our Special Energy Report: An American Energy Renaissance, we highlight that just a few years ago investors were contemplating the supply constraints facing the petroleum industry, but with the disruptive technology in shale oil and gas in the U.S., we could now be looking at decades of drilling ahead.

Patiently Waiting for Mean Reversion
by Frank Holmes of U.S. Global Investors, 9/13/14
Because small caps tend to have higher beta than blue chips, you would expect them to outperform in a generally rising market?which we?re currently in. So it appears that a major rotation out of these riskier, more volatile stocks has inexplicably occurred, leading to the wide bifurcation between small and large companies. The good news is that, based on 20 years of historical data, stocks in the Russell 2000 tend to rally in the fourth quarter and continue steadily until around the end of the first quarter. Over this 20-year period ending in December 2013, the Russell has generat

Strong U.S. Dollar Weakens Gold Prices this September
by Frank Holmes of U.S. Global Investors, 9/10/14
Last week I wrote about the historic correlation between the month of September and the strength of gold. Now it appears that this September might be shaping up as one not to remember but forget.

The New Challenges of Price Discovery
by Frank Holmes of U.S. Global Investors, 9/6/14
In the past few years, price discoveryor the act of finding the right price for a securityhas become much more challenging because of falling stock volume and widening bid-ask spreads. These challenges are directly attributable to the infiltration of high-frequency traders into the market, not to mention the expansion of dark pools and non-exchange trading.

Remember, Remember, Gold in September
by Frank Holmes of U.S. Global Investors, 9/5/14
In American poet W. S. Merwins poem To the Light of September, the speaker calls the ninth month still summer, yet with a glint of bronze in the chill mornings. I agreeto an extent. Here in San Antonio, Texas, home of U.S. Global Investors, were most definitely still in the summer season. But in the investing world, when we talk about September, theres a glint not of bronze but another precious metal: gold.

Anticipate Before You Participate: Patterns in Trading
by Frank Holmes of U.S. Global Investors, 8/30/14
The primary unit of time measurement for high-frequency traders might be the microsecond, but for normal retail traders, it?s vital to know the best months, days and even half-hours of the day to make market transactions.

Lucara Diamond Stock Sparkles, Reports Another Strong Quarter
by Frank Holmes of U.S. Global Investors, 8/29/14
Often it seems that gold gets all the fun when I write and speak about precious metals and minerals. But Vancouver-based Lucara Diamond has been turning heads here at U.S. Global Investors lately for a number of reasons, the most notable being that it continues to report stellar returns.

Gold Jewelry Demand in India Improves
by Frank Holmes of U.S. Global Investors, 8/27/14
Those who root for gold root for India. Despite a welcome June rally, its been a rocky second quarter for the worlds second-largest consumer of the metal, with demand down 18 percent compared to last year.

Managing Expectations
by Frank Holmes of U.S. Global Investors, 8/23/14
The third part of this series on managing expectations is devoted to fundamental resource stock evaluation. I?ll discuss some of the statistical tools we use to pick quality stocks during a treacherous bear market, such as what we?ve seen in gold stocks the last three years

Diversification and Discipline Are Key to Investing in Gold
by Frank Holmes of U.S. Global Investors, 8/20/14
Like training for a marathon, investing in gold isnt for the apathetic or indifferent. It requires strong-willed discipline.

Managing Expectations - Part III
by Frank Holmes of U.S. Global Investors, 8/16/14
In the first of this three-part series on managing expectations, I discussed the role cycles play in the investment management process. At U.S. Global Investors, we actively monitor both short- and long-term cycles, from the annual seasonality of gold to four-year presidential elections, in order to manage expectations based on historical patterns.

Managing Expectations
by Frank Holmes of U.S. Global Investors, 8/9/14
Financial markets are influenced by relatively predictable cycles, a lesson we at U.S. Global Investors rely on to help us manage expectations and be effective stewards of your money. This is a theme I've frequently written about and discussed in investor presentations, one of which, Anticipate Before You Participate, is a classic that I often use to remind investors of these timeless principles.

5 Takeaways from the Vancouver Natural Resources Conference
by Frank Holmes of U.S. Global Investors, 8/2/14
Last week I was happy to speak at the Vancouver Natural Resources Conference in beautiful British Columbia. I also had the pleasure of listening to a variety of presentations by some of the most influential names in the investment world, and met a few new faces along the way. Here is what I took away from this years visit to Vancouver:

Desperately Seeking a Cheaper Kilowatt Hour
by Frank Holmes of U.S. Global Investors, 7/28/14
Lets imagine that an aluminum manufacturer is eyeing two locations to build a new factory. In location A, an industrial kilowatt hour (kWh) is priced at 4.21 cents, whereas in location B, it goes for 12.67 cents. The difference is upwards of 200 percent.

Second Quarter Earnings: Marching Toward a Strong Recovery
by Frank Holmes of U.S. Global Investors, 7/26/14
It?s earnings season once again, and though only a quarter of the Russell 1000 has reported so far, the news is just north of positive. All signs indicate that the market has dusted itself off and is back to its cheerful self after a ho-hum first quarter, which was negatively affected by harsh winter weather.

The Municipal Bond World, According to John Derrick
by Frank Holmes of U.S. Global Investors, 7/19/14
I sat down with Director of Research John Derrick, who also manages our Near-Term Tax Free Fund (NEARX), to get his thoughts on interest rates, the bond market and what investors should pay attention to as we move into the second quarter of 2014.

Domestic and Indian Gold Rally Points to a Strong Second Half
by Frank Holmes of U.S. Global Investors, 7/18/14
Earlier this week we reported that gold, defying expectations, is one of the best-performing commodities of the year so far.

2014 Commodities Halftime Report
by Frank Holmes of U.S. Global Investors, 7/12/14
What a difference six months can make. After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than 4 percentage points and 10-year Treasury bonds by more than 6.

I'm Grateful to Live in America. Here's Why.
by Frank Holmes of U.S. Global Investors, 7/5/14
An important principle of our investment process at U.S. Global Investors is a belief that government policies are a precursor to change. As a result, we closely monitor the fiscal, monetary and other impactful governmental policies of the worlds largest countries, both in terms of economic stature and population. Were always listening for the proverbial shot heard around the world. As we approach Americas Independence Day, this belief rings especially true.

Health Care Sector Spurred by Population Growth and M&As
by Frank Holmes of U.S. Global Investors, 6/28/14
Recently I spoke with John Derrick, director of research here at U.S. Global, to pick his brain about what he thought was the most interesting sector right now. You might expect him to have said energy, perhaps because of the intensifying violence in Kurdistan Iraq, a major oil producer. But instead, he said that he had his eyes on health care.

Can Tesla Motors Strengthen Its Brand by Giving Away Its Patents?
by Frank Holmes of U.S. Global Investors, 6/25/14
Tesla will not initiate patent lawsuits against anyone who, in good faith, wants to use our technology. Thats according to Elon Musk, CEO of electric automaker Tesla Motors Inc., which we own in our All American Equity (GBTFX) and Holmes Macros Trends (MEGAX) Funds.

Ah, the Power of Mean Reversion.
by Frank of U.S. Global Investors, 6/21/14
The chatter this week has been gold. The precious metal flew up $45 an ounce on Thursday, surprising investors, the media and markets alike.

Turkey Is the Big Winner Following the Crisis in Ukraine
by Frank Holmes of U.S. Global Investors, 6/20/14
Russias annexation of the Crimean Peninsula and the possibility of further action taken in Ukraine and other former Soviet Bloc nations have led many investors to wonder, understandably so, what impact the crisis has had on investment opportunities in Eastern Europe. To unravel these concerns and more, U.S. Globals Director of Research John Derrick caught up with Gavin Graham of VoiceAmericas Emerging and Frontier Markets Investing program.

Gold Investors: Let This Cycle Be Your Guide
by Frank Holmes of U.S. Global Investors, 6/14/14
U.S. Global Investors recently welcomed Doug Peta, an economist from BCA research, to our offices. He presented some interesting research regarding the Fed Funds Rate Cycle, and in turn, what that research could mean for gold. I wanted to share points from his presentation, as well as our own in-house research, to help you understand the positivity we see for the precious metal looking towards 2015.

South Africa Strike Boosts Platinum Prices, Opens Opportunity for American Producer
by Frank Holmes of U.S. Global Investors, 6/13/14
All eyes are on South Africa, where a labor strike, now in its fifth month, has brought a halt to the production of platinum and palladium. As a result, platinum prices have inched up 8.25 percent this year to just under $1,500 an ounce, while palladium prices have surged 19.28 percent to over $850 an ounce, a three-year high.

China Leads the World in Green Energy, Gaming and Gambling Markets
by Frank Holmes of U.S. Global Investors, 6/7/14
Last month, Xian Liang, co-portfolio manager of our China Region Fund (USCOX), attended the 19th CLSA China Forum in Beijing. There he and hundreds of other global attendees were given the opportunity to meet with representatives from Chinese corporations, some of which U.S. Global owns. Xian also managed to get a sense of how the nation?s recent changes in consumer behavior and governmental policy reforms might affect its investment outlook. Although China remains an emerging market, it has lately taken a number of considerable strides to position itself as one of the world?s most

From Constantinople to Istanbul, Turkey Has Never Been Better
by Frank Holmes of U.S. Global Investors, 5/31/14
Every time he travels to Turkey, portfolio manager of our Emerging Europe Fund (EUROX), Tim Steinle, says the country continues to develop. Although technically classified as an emerging market, one wouldn?t think to label the country as such upon arrival. The population is young and growing, there are improvements to infrastructure everywhere you look, beautiful green parks are more prevalent, and the professional staffs that run many of the shops and businesses are both well organized and thriving.

In a Flash, China Looks Strong
by Frank Holmes of U.S. Global Investors, 5/24/14
If you want to know where the world economy is headed, there is one number that I believe investors should focus on: the HSBC China Manufacturing Purchasing Managers Index (PMI). On Thursday, the preliminary flash PMI for May came in at 49.7, beating Bloombergs consensus of 48.3.

Which Resource Areas Show Signs of Strength?
by Frank Holmes of U.S. Global Investors, 5/20/14
Global synchronized growth, as measured by the Global Purchasing Managers Index (PMI), remained stable or positive for the past 12 months until Japan reversed the momentum in April with a precipitous drop in its PMI. China is contributing modest growth but, fortunately, the U.S. and Europe are rebounding. This lack of consistent global momentum has created a short-term, volatile, hot and cold, stop-and-go sentiment. Global real GDP growth peaked in 2010 at 5.2 percent then slowed for the next three years to 3 percent.

Which Resource Areas Show Signs of Strength?
by Frank Holmes of U.S. Global Investors, 5/17/14
Global synchronized growth, as measured by the Global Purchasing Managers' Index (PMI), remained stable or positive for the past 12 months until Japan reversed the momentum in April with a precipitous drop in its PMI. China is contributing modest growth but, fortunately, the U.S. and Europe are rebounding. This lack of consistent global momentum has created a short-term, volatile, hot and cold, stop-and-go sentiment. Global real GDP growth peaked in 2010 at 5.2 percent then slowed for the next three years to 3 percent. Global growth in 2014 is likely to accelerate, for the first time in four y

The Good, the Bad and the Opportunity
by Frank Holmes of U.S. Global Investors, 5/14/14
The press is demanding the attention of investors more than ever. Whether it was the recent jobs report or last weeks testimony from Janet Yellen, sorting through the market noise is no easy task. Since the world is so interconnected from Facebook to WhatsApp, a spark of news can ignite unfounded fear in an instant. Whats truly significant when it comes to your investments?

The Good, the Bad and the Opportunity
by Frank Holmes of U.S. Global Investors, 5/10/14
Twice a day, in the morning and at lunch, our investment team sits down together to discuss what?s important and what?s immaterial. This past week, in my opinion, the good outweighed the bad. Much of the economic news was a direct result of government policies, both fiscal and monetary. Here are my findings, which I hope will help you filter through the noise.

The Top Five Government Policies I’m Watching This Week
by Frank Holmes of U.S. Global Investors, 5/7/14
Every morning when I meet with the investment team, we review the news of the previous day, the movements of the markets around the world, and corporate actions that may affect our funds. This is how we keep our ears open in order to manage money that shareholders like you have entrusted us with. We meet again at lunchtime, daily, to share ideas, because something happening in China may affect the U.S. markets, or an energy company might have news that can benefit our domestic funds as well as our resources funds.

Albania?s Fertile Grounds for Oil Opportunities
by Frank Holmes of U.S. Global Investors, 5/6/14
Texas is oil country. The state I now call home leads the nation in oil production and would be one of the top oil-producing nations if it were its own country. But that doesn?t stop us from exploring other promising oil opportunities further afield. I recently traveled to Albania to check out a drill site of Petromanas Energy, a Calgary-based international oil and gas company focused on exploration and production throughout Europe and Australia. We own the junior stock in our Global Resources Fund (PSPFX) and Emerging Europe Fund (EUROX).
Results 901–950 of 1,299 found.