-
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.
-
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?
-
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.
-
By Frank Holmes |
April 2, 2012
What’s important for investors to consider is that the trend is your friend: It is the fourth month in a row where China's Purchasing Managers' Index landed above the three-month PMI, and shows the economy is on the right path.
-
By Frank Holmes |
March 27, 2012
To paraphrase the great Steve Martin, today’s investors are very passionate people and passionate people tend to overreact at times. An overreaction is exactly what’s happened in gold and global markets in recent weeks.
-
By Frank Holmes |
March 13, 2012
With inflation now under control, China is stocked with other possible monetary policy actions to help growth in 2012, as opposed to the central banks of the U.S., Europe and England, which have run empty.
-
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.
-
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.
-
By Frank Holmes |
January 17, 2012
The supercycle of growth across emerging markets will continue with rising urbanization and income rates. This bodes well for commodities, especially copper, coal, oil, gold and companies that will benefit the most from these much-needed resources.
-
By Frank Holmes |
December 12, 2011
What do you get when you mix negative real interest rates with stimulative money supply efforts by global central banks? An exceptionally potent formula for higher gold prices that could send gold to the unimaginable level of $10,000 an ounce.
