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By Frank Holmes |
May 11, 2012
There was a strong reaction to the elevated debt crisis in Europe, with commodities and equities being indiscriminately sold. Gold fell 3% this week, losing its safe haven status as the dollar grew stronger and the 10-year government note headed lower.
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By Frank Holmes |
May 9, 2012
There lingers a persistent negativity toward emerging markets growth and commodities that prevents many investors from jockeying their portfolios into a position for growth. Rather, they remain spectators on the sidelines, with equity fund outflows continuing.
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By Frank Holmes |
May 4, 2012
Millions of consumers want an iPad and many want a computer, yet, every single person in the world needs global resources. We need companies to grow our food; we need oil, natural gas and coal to fuel our cities.
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By Frank Holmes |
May 4, 2012
One catchy investing maxim that’s popular this time of year is “sell in May and go away,” the notion that investors should cash in their investments and take the summer off. Historically, this hasn’t been a bad strategy.
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By Frank Holmes |
April 27, 2012
The economy has been in choppy waters lately. A rise in manufacturing is negated by a weak jobs number. Housing market signs of life are impeded by gas prices. The euro zone appears to improve, then a sovereign debt rogue surfaces in Spain.
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By Frank Holmes |
April 23, 2012
The MSCI Emerging Markets and the S&P 500 indices have increased double digits since the beginning of the year. Investors should be thrilled, but instead of cheers, the only sounds the markets are hearing are crickets. Many have been asking, where are the investors?
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By Peter Grandich |
April 18, 2012
To say the junior resource market has been “acting like a pig” is an understatement. To say simply I’ve been wrong about them being undervalued only irritates those already wishing they hadn’t purchased…
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By Frank Holmes |
April 17, 2012
Gold bulls have plenty of room to graze in the stockyard these days as the investing herd migrated to other assets during the market’s steep climb in 2012. For the fourth time in the past year, gold bears outnumbered the bulls in Bloomberg’s weekly Gold Bull/Bear Sentiment Survey.
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By Frank Holmes |
April 10, 2012
Investing, like life, is about managing expectations – even throughout gold’s decade-long rise, price action over the short term can go both ways. It helps to look at what happens after short-term drops.
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By Frank Holmes |
April 4, 2012
Energy around the world has become a lot more varied over the past few centuries. Only 100 years ago, wood and coal were the only two sources. Fast forward to today, and the global energy picture is much more diverse.
