Why Commodities and International Investing Are Key Success Factors for a Diversified Portfolio
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. Commodity and international investments have a reputation…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
U.S. Equity Market Diary (October 11, 2010)
U.S. Equity Market Diary (October 11, 2010) The figure below shows the performance of each sector in the…
The Economy and Bond Market Diary (October 11, 2010)
The Economy and Bond Market Diary (October 11, 2010) In a repeat performance from last week, Treasury bonds…
Gold Market Diary (October 11, 2010)
Gold Market Diary (October 11, 2010) For the week, spot gold closed at $1,346.74 per ounce, up $27.64,…
Energy and Natural Resources Market Diary (October 11, 2010)
Energy and Natural Resources Market Diary (October 11, 2010) Strengths The Reuters/Jefferies CRB Commodity Index breached a new…
Emerging Markets Diary (October 11, 2010)
Emerging Markets Diary (October 11, 2010) With the upcoming International Monetary Fund (IMF) meeting over the weekend and…
How Government Policies Affect Markets
One key element of our investment process at U.S. Global Investors is tracking and monitoring government policies. We believe policies are precursors to changes in the marketplace and taking a look at year-to-date performance of the S&P 500 Index i...
Chart of the Week – Chindia’s Share of Oil Demand
After falling during the first half of 2009, global oil demand rose 2.25 million barrels per day during the first six months of 2010. The oil demand story continues to be driven by emerging markets, especially China and India. This week’s chart f...
Emerging Market Infrastructure Set to Drive Demand for Commodities
Every week roughly 1 million people are born in or migrate to cities in emerging markets all over…
U.S. Equity Market Diary (October 4, 2010)
US Equity Market Diary (October 4, 2010) The figure below shows the performance of each sector in the…
U.S. Economy and Bond Market Diary (October 4, 2010)
The Economy and Bond Market Diary (October 4, 2o1o) Treasury bonds rallied again this week sending yields lower,…
Gold Market Diary (October 4, 2010)
Gold Market Diary (October 4, 2010) For the week, spot gold closed at $1,319.10 per ounce, up $23.15,…
Energy and Natural Resources Diary (October 4, 2010)
Energy and Natural Resources Market Strengths HSBC’s measure of China’s manufacturing Purchasing Manager’s Index (PMI) for September increased…
Emerging Markets Diary (October 4, 2010)
Emerging Markets Diary (October 4, 2010) Strengths Emerging markets equity funds saw an inflow of more than $47…
Bubble: Are We There Yet?
With new records being set every day, there seems to be as many non-believers in gold as there are believers. We tend to see the gold market in a different way as current and future believers in gold.
One firm that has a feeling the end of gold’s...
