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By Frank Holmes |
December 10, 2012
The upside to gold stocks is that investors historically have received a 2-to-1 leverage by owning gold equities instead of the commodity. We believe that effective management can help miners gain more leverage over the metal for their shareholders.
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By Frank Holmes |
December 3, 2012
This might be the year that the world fully realizes the significant contribution North America has made to the overall global oil supply, especially after the IEA claimed that the US would surpass Saudi Arabia as the largest oil producer around 2020.
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By Frank Holmes |
November 21, 2012
It helps to think of the economic recovery like a good barbeque. It doesn’t come from being cooked fast; rather, it requires patience and time. So even if progress is slow in this “barbeque economy,” growth will continue.
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By Frank Holmes |
October 19, 2012
These areas include global companies that are involved in the production, exploration or processing of various commodities which stand to benefit from the world’s growing population, urbanization and rising income trends.
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By Frank Holmes |
October 2, 2012
So how do correlations and long-term performance translate to your portfolio? One way to look at this would be to create an efficient frontier, which charts a range of allocations to commodities.
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By Frank Holmes |
September 27, 2012
In a battle between the largest gold exchange traded fund and the biggest tech stock, which investment would get your vote? Would you choose gold because of the macroeconomic factors supporting the rise of the precious metal?
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By Frank Holmes |
July 25, 2012
We are always looking for the economic points of light around the globe and strive to provide a counterpoint to the pervasive pessimism. As Warren Buffett once said, “It’s never paid to bet against America. We come through things, but it’s not always a smooth ride.”
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By Frank Holmes |
July 18, 2012
Fears of slowing global growth and how it will affect commodities have caused many investors to dig their heels in the ground and resist owning natural resources. Perpetuating this negative investor sentiment is the constant 24/7 news cycle punctuated with pessimism.
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By Frank Holmes |
July 11, 2012
Don’t be limited by linear thinking in your portfolio. As an alternative to low yielding Treasury bonds, consider resources stocks that pay dividends. Most materials, utilities and energy stocks in the S&P 500 Index now pay a dividend higher than the 10-year Treasury.
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By Frank Holmes |
July 6, 2012
While Europe, China and the US were primarily responsible for the slowed activity, we believe the trend is your friend. In April, global PMI crossed above the three-month moving average, and historically, when a “cross-above” has happened, it’s signals higher commodities prices.