Frank Holmes

Warren Buffett wrote that in his 80 years of investing, he had yet to see a time when it made sense to make a long-term bet against #America

While some hedge funds are making bold moves on so-called Trump trades, we at U.S. Global Investors see things differently. #Trump #Harris

While some hedge funds are making bold moves on so-called Trump trades, we at U.S. Global Investors see things differently. #gold #Bitcoin

I believe United’s buyback program makes a lot of sense. It highlights executives’ confidence in the company’s future growth, for one.

If these guys are loading up on gold, shouldn’t that tell you something about where your own portfolio should be? #gold

Its year-to-date return to 22.08%, making 2024 the best presidential election year for stocks in almost 90 years more on that later. #markets  

September, traditionally a sluggish month for global equities, delivered an unexpected surge. #strategy #markets #election

Concerns about mass immigration—both legal and illegal—have dominated political and economic conversations in the U.S. and Europe. #immigration

While Venmo and Zelle are household names here in the U.S., M-PESA has been quietly leading a financial revolution across Africa for over a decade.

The region may be the second-largest military spender in the world, but that doesn’t tell the full story. #stocks #defense

With fuel costs easing and pricing power returning, there are several reasons to believe that now could be an ideal time to reconsider the sector.

As always, I remain optimistic about the long-term potential of the U.S. economy, but the short-term outlook is uncertain. #markets

Right now, I believe these stocks are offering an unprecedented combination of low valuations and high potential returns.

If we want to preserve America’s prosperity, we must resist these flawed policies and instead embrace the principles of free markets

Component of solar photovoltaic PV panels, meaning that for China to reach its ambitious climate targets, it must import massive amounts of the white metal

The yen’s appreciation mirrored past episodes, such as the 1998 Long-Term Capital Management (LTCM) hedge fund collapse.

Treasury yields plunged below 4% this week for the first time since January on recession fears as global manufacturing activity contracted. #recession

President Joe Biden’s withdrawal and endorsement of Vice President Kamala Harris has sent shockwaves through the political establishment #market

A seismic shift is taking place in corporate America as even more companies announce plans to relocate from blue states to more business-friendly

The Olympics are set to begin in under weeks, and high debt and sticky wage inflation continue to stunt growth. #markets 

Now might be the right time to consider getting exposure or increasing exposure to the yellow metal. #gold

They were the top performing commodities in the first half of 2024. Let’s dive into what’s driving these trends. #silver #gold #oil

Did you know that every time you type a query into ChatGPT, it requires about 10 times as much electricity to process as a Google search?

This week I had the privilege of participating in a YPO Young Presidents’ Organization event held in Victoria Falls, Zimbabwe. #copper

Bitcoin is looking increasingly ready for primetime. #crypto #Bitcoin

The recent development concerning Southwest Airlines one of the top holdings in our U.S. Global Jets ETF is particularly noteworthy. #ETF

Understanding that government policy is a precursor to change will be key to making informed investment decisions the remainder of this year.

This week, the International Air Transport Association IATA significantly upgraded its profitability projections for airlines in 2024. #airlines

Did you know that every time you type a query into ChatGPT, it requires about 10 times as much electricity to process as a Google search? #AI #electricity

Global searches for AI recently hit the highest level ever as more and more companies roll out AI products and position themselves. #AI

The Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries.

Argentina’s recent economic overhaul under President Javier Milei not just refreshing but essential in today’s world of bloated government.

I expect to see load factors rise throughout the quarter as enthusiasm for outbound travel to Europe expands. #copper #gold

This would increase the top marginal rate on long-term gains and dividends to a jaw-dropping 44.6%, marking the highest such rate in U.S. history. #taxes

If signed into law, this would increase the top marginal rate on long-term gains and dividends to a jaw-dropping 44.6% #taxes

For investors, this could be a unique opportunity to gain exposure to a sector that’s poised for takeoff. #airline #strategy

Gold hit a fresh all-time high of $2,432 per ounce last Friday, marking one of the great gold breakouts since the end of Bretton Woods.

I sought to show how Bitcoin and AI are prime examples of complex systems whose influence on our lives will only continue to grow. #AI #Bitcoin

I genuinely believe that, if done right, these technologies can help us build a future that’s more opportunistic, fair and sustainable.

Like it or not, the world is confronting a new age of warfare, marked by escalating conflicts... #NATO #conflicts #strategy

In a recent report, Goldman Sachs highlights the potential for commodities to rally when interest rates decline. #alternatives #commodities

Rally comes hot on the heels of a months-long sideways grind, propelled by supply risks and growing optimism around the global economic outlook. #copper

Diversify their portfolios and potentially capitalize on these market dynamics, I believe commodities may offer compelling opportunities. #investing

With rate cuts on the horizon, real yields have cooled, increasing the relative attractiveness of non-interest-bearing gold. #gold

Homeownership is the quintessential American dream, but it’s become increasingly elusive for many households. #realestate

Eight months remain until the general election, but I don’t believe it’s too soon for investors to prepare for a potential second Trump term.

Chinese luxury spending in Europe and Asia last year was 40% to 65% of 2019 levels, but this is also expected to improve. #China #luxury

Bitcoin and gold were both top of mind at this past week’s 2024 Investment U Conference in Ojai, California.

NVIDIA reported financial results for the fourth quarter and full-year 2023 this week, and I’m still picking my jaw off the floor.

Approximately 80% of all S&P 500 companies have reported fourth-quarter earnings as of today. #stocks #shipping #investing