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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 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.
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By Frank Holmes |
March 6, 2012
Beginning in March, crude oil has a seasonal wind at its back. For nearly 30 years, the third month of the year has been the best month for crude oil. Over past cycles, WTI crude oil prices head higher in March, and have generally continued to climb through September.
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By Frank Holmes |
February 28, 2012
The World Gold Council (WGC) reaffirmed the power of the Love Trade in its 2011 Gold Demand Trends report released earlier this month. Gold demand grew 0.4% in 2011 despite a 28% year-over-year increase in bullion’s average price.
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By Frank Holmes |
February 13, 2012
After prices fell 10% in December, many investors wondered if the bull market in gold was running out of steam. That was before Federal Reserve Chairman Ben Bernanke swooped in with a “red cape” and fired the bulls back up.
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By Frank Holmes |
February 7, 2012
As the saying goes, “every dog has its day” and global markets appear to have followed this historical trend lately as last year’s dogs became the darlings of January. Notably, small-caps, copper and junior resources stocks have climbed recently.
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By Frank Holmes |
February 3, 2012
The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil’s Outlook for Energy: A View to 2040, which offers insights on what may be in store for the energy sector in coming decades.
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By Frank Holmes |
January 23, 2012
While Chinese demand growth for commodities is not expected to be as robust as it has been historically, demand is expected to pick up throughout 2012. China’s rapid growth and increasing reliance on other countries for key resources has made a powerful case for commodities over the past several years....
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By Frank Holmes |
January 31, 2011
Long-term gold investors must remember that we have been here before. Remember that gold is always being driven by the fear trade and the love trade. During weeks like this, the fear trade gets most of the media coverage.
