Gold, Oil, and China
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. It's been a lively year for both…
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...
Bullish on Commodities
It’s no secret that we’re long-term bullish on commodities.
Our boiled-down viewpoint: there will likely be short-term volatility in the sector, but we believe the enduring strength of the global growth story being led by China and other ke...
Commodities and Asset Allocation
Which asset class would you expect to generate the better performance over the past four decades or so – domestic stocks, commodity-linked securities or a portfolio split evenly between the two?
Roger Gibson, one of the nation’s most influe...
Watching Gold and Silver
Gold hit another all-time high in dollar terms (not adjusted for inflation) today when it broke through the $1,275-per-troy-ounce mark in New York. It is the sixth new record high for gold this year.
We often talk about September being historically the...
Latest from China
More positive economic news is coming out of China – industrial production figures for August were up more than expected, and the latest retail numbers are also ahead of what the market was anticipating.
It appears that Beijing’s plan is wo...
U.S. Equity Market Diary (September 13, 2010)
U.S. Equity Market Diary (September 13, 2010) The figure below shows the performance of each sector in the…
The Economy and Bond Market Diary (September 13, 2010)
The Economy and Bond Market Diary (September 13, 2010) Treasury bond yields moved higher this week as recent…
Gold Market Diary (September 13, 2010)
Gold Market Diary (September 13, 2010) For the week, spot gold closed at $1,246.25 per ounce, down $0.50,…
Energy and Natural Resources Market Diary (September 13, 2010)
Energy and Natural Resources Market Diary (September 13, 2010) Strengths Steel prices on the Chinese domestic market rose…
Emerging Markets Diary (September 13, 2010)
Emerging Markets Diary (September 13, 2010) Jack Dzierwa, co-manager of the Global MegaTrends Fund (MEGAX) and Global Emerging…
Nine Bullish Arguments for Gold
Dr. Martin Murenbeeld, chief economist for Dundee Wealth Economics and one of the smartest gold minds around, recently released his latest chart book – hundreds of useful visuals to help him tell the gold and commodity stories.
Dr. Murenbeeld als...
What's Driving Russia?
Russia’s publicly-traded gold companies may more than double their production in the next five years, and the country’s…
Another Shot at Infrastructure
This week President Obama announced a $50 billion infrastructure plan to improve the nation’s roads, railways and runways over the next six years. The plan also lays out long-term plans for America’s infrastructure by developing an infrastr...
Mastering Asset Allocation
The legendary investor Sir John Templeton had high praise for Roger Gibson, saying “he guides investment advisors through…
Can Gold Go Higher?
I’ve done a number of interviews on gold recently and the number one question I get most from…
