Tracking Performance of Base Metals
Base metal prices took a big hit from the financial crisis but many of the metals are now seeing their shine return. Since late 2008, copper has experienced the strongest rebound (up 137 percent through mid-September) followed by nickel and lead.
The o...
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...
The Shocking Cost of Regulation
I saw some shocking numbers this week on the costs of regulation by the U.S. government.
An article in the online Wall Street Journal pegs the cost of federal regulations in the U.S. at close to $2 trillion in 2008 – the equivalent of 14 percent ...
What's Driving $1,300 Gold?
The price of gold has reached another big round number, breaking through the $1,300 mark today for the first time ever.
And at more than $21 per ounce, silver is higher than it’s been in three decades.
The Financial Times today ran an article tha...
Return of Quantitative Easing Good for Gold
By Frank Holmes, CEO and Chief Investment Officer, US Global Investors The Federal Reserve said two words in…
U.S. Equity Market Diary (September 27, 2010)
U.S. Equity Market Diary (September 26, 2010) The figure below shows the performance of each sector in the…
The Economy and Bond Market Diary (September 27, 2010)
The Economy and Bond Market Diary (September 26, 2010) Treasury bonds rallied this week sending yields lower as…
Gold Market Diary (September 27, 2010)
Gold Market Diary (Sepetember 26, 2010) Spot gold closed at $1,295.95 per ounce, up $21.65, or 1.70 percent…
Energy and Natural Resources Market Diary (September 27, 2010)
Energy and Natural Resources Market Diary (September 26, 2010) Strengths Australia raised its forecast for commodity exports this…
Emerging Markets Diary (September 27, 2010)
Emerging Markets Diary (September 26, 2010) Strengths According to EPFR Global, equity funds tracked by the firm took…
Fresh Thoughts on Gold
Gold is pushing closer to $1,300 per ounce as the Federal Reserve hints at another round of monetary easing and investors ramp up worries about the inflationary effects of such a move.
I recently did an interview with The Gold Report that covered a lot...
Planning for Prosperity
Today I’ll be at the sixth annual Clinton Global Initiative event in New York, which brings together heads of state, business people and many others to discuss major issues affecting humankind and our planet.
I first got involved with the CGI thr...
U.S. Equity Market Diary (September 20, 2010)
U.S. Equity Market Diary (September 20, 2010) The figure below shows the performance of each sector in the…
The Economy and Bond Market Diary (September 20, 2010)
The Economy and Bond Market Diary (September 20, 2010) Treasury bond yields moved lower this week. The chart…
Energy and Natural Resources Market Diary (September 20, 2010)
Energy and Natural Resources Market Diary (September 20, 2010) Strengths According to data from the U.S. International Trade…
Emerging Markets Diary (September 20, 2010)
Emerging Markets Strengths Indonesia’s foreign exchange reserve reached $81.3 billion in August, representing an increase of $15 billion…
