Frank Holmes

Contributor since: 09 Aug 2010

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• Managing Expectations - Part I

  Published 11 August 2014 | viewed 0 times

  Part I of III: The Importance of Cycles in the Investment Management Process Elon Musk, CEO of Tesla Motors, told the Guardian last year: "The…

• 5 Takeaways from the Vancouver Natural Resources Conference

  Published 04 August 2014 | viewed 0 times

  I was happy to speak recently at the Vancouver Natural Resources Conference in beautiful British Columbia. I also had the pleasure of listening to a…

• Gold Mining Stocks Are Beating Bullion: A Win-Win

  Published 01 August 2014 | viewed 0 times

  For the first time in at least a couple of years, gold mining stock returns are outpacing those of the yellow metal itself. As you…

• Second Quarter Earnings: Marching Toward a Strong Recovery

  Published 28 July 2014 | viewed 0 times

  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.…

• The Municipal Bond World, According to John Derrick

  Published 21 July 2014 | viewed 0 times

  As we move into the second half of 2014, the Federal Reserve has continued to reduce its stimulus measures intended to boost the U.S. economy.…

• Domestic and Indian Gold Rally Points to a Strong Second Half

  Published 18 July 2014 | viewed 0 times

  Earlier this week we reported that gold, defying expectations, is one of the best-performing commodities of the year so far. And now we've learned that…

• 2014 Commodities Halftime Report

  Published 14 July 2014 | viewed 0 times

  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…

• Why We Invest Heavily in Poland

  Published 10 July 2014 | viewed 0 times

  There's a reason why Poland retains the number two slot in our Emerging Europe Fund (EUROX), following Turkey. Ever since the fall of communism in…

• I'm Grateful to Live in America. Here's Why

  Published 07 July 2014 | viewed 0 times

  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,…

• Health Care Sector Spurred by Population Growth and Mergers and Aquisitions

  Published 30 June 2014 | viewed 0 times

  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…

• Can Tesla Motors Strengthen Its Brand by Giving Away Its Patents?

  Published 24 June 2014 | viewed 0 times

  "Tesla will not initiate patent lawsuits against anyone who, in good faith, wants to use our technology." That's according to Elon Musk, CEO of electric…

• Ah, the Power of Mean Reversion

  Published 23 June 2014 | viewed 0 times

  Gold is still looking good The chatter last week was gold. The precious metal flew up $45 an ounce on Thursday, surprising investors, the media…

• Gold Investors: Let This Cycle Be Your Guide

  Published 16 June 2014 | viewed 0 times

  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…

• China Leads the World in Green Energy, Gaming and Gambling Markets

  Published 09 June 2014 | viewed 0 times

  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…

• From Constantinople to Istanbul, Turkey Has Never Been Better

  Published 02 June 2014 | viewed 0 times

  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…

• It's Morning in India: Narendra Modi's Pro-Business Policies Point to Strong Sectors Growth

  Published 29 May 2014 | viewed 0 times

  As some of you might recall, Ronald Reagan's now-famous 1984 presidential campaign, "Morning in America," renewed many Americans' confidence in this country's financial future. Likewise,…

• Albania's Fertile Grounds for Oil Opportunities

  Published 05 May 2014 | viewed 0 times

  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…

• China Holds the Keys to the Gold Market

  Published 28 April 2014 | viewed 0 times

  Last year China's private-sector demand for gold reached a record level of 1,132 tonnes, and according to the World Gold Council (WGC), the Asian nation…

• Why Energy is Catching the Market's Eye

  Published 21 April 2014 | viewed 0 times

  Over the last month the energy sector has outperformed the market, and as you can see in the chart below, has done so by 6.5…

• We're Shuffling The Cards on Our European Play

  Published 14 April 2014 | viewed 0 times

  Did you know that over the last year the Greek stock market is up roughly 45 percent? The country that many believed would never recover…