The Case for Balancing AI Optimism with Gold Realism
by Frank Holmes, CEO, CIO, U.S. Global Investors Are artificial intelligence (AI) and Magnificent 7 stocks in a…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
AI Data Center Building Spree Hits $40 Billion in a Single Month
by Frank Holmes, CEO, CIO, U.S. Global Investors One of the most critical resources in 2025 is compute…
Periodic Table of Commodities Returns 2024
by Frank Holmes, CEO, CIO, U.S. Global Investors At the start of every year, we publish our popular…
What It Takes to Win Elections, According to Former Canadian PM Stephen Harper
by Frank Holmes, CEO, CIO, U.S. Global Investors Last week, at the North American Blockchain Summit in Dallas,…
How Europe’s Rearmament Could Boost Defense Stocks
by Frank Holmes, CEO, CIO, US Global Investors For years, the U.S. has been the dominant player in…
Why Gold and Copper Are Making Big Moves
by Frank Holmes, CEO, CIO, U.S. Global Investors I had the opportunity this week to speak at the…
Gold and Real Interest Rates Are No Longer Correlated, BMO Says. What Now?
by Frank Holmes, CEO, CIO, U.S. Global Investors A new report by BMO Capital Markets suggests that the…
How the January Effect Has Evolved Over the Decades
by Frank Holmes, CEO, CIO, U.S. Global Investors The January effect, named for the perceived market anomaly where…
U.S. Tops the Global LNG Market Amid a Renewable Energy Boom
by Frank Holmes, CEO, CIO, U.S. Global Investors The U.S. is adding new renewable energy capacity at a…
How Losing an Eye Helped Charlie Munger See Success
by Frank Holmes, CEO, CIO, U.S. Global Investors The life story of Charlie Munger, who passed away last…
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
Why Junior Gold Stocks Could Be Gearing Up for a Glittering Performance
by Frank Holmes, CEO, CIO, U.S. Global Investors Many of the speakers and attendees were bullish on the…
Is It Time for Investors to Consider Sector Rotation Amid a Tech-Heavy S&P 500?
by Frank Holmes, CEO, CIO, U.S. Global Investors Stocks are up 18.7% year-to-date, which is good news for…
Lithium Leads the Charge (Again): A Look at the Commodity Market in the First Half of 2023
by Frank Holmes, CEO, CIO, U.S. Global Investors The second half of 2023 has officially begun, meaning it’s…
Investing in Web3 Companies: Riding the Wave of the Next Digital Revolution
by Frank Holmes, CEO, CIO, U.S. Global Investors Bracing for Web3, the Next-Generation Internet Imagine a new digital…
