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Frank Holmes

 
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  • New Economic Report Card Shows That The U.S. Still Has The Competitive Edge
    Fri, Oct. 17 3 Comments

    Summary

    • Latest Global Competitiveness Report names the U.S. the third-most competitive nation in the world.
    • What are America's strengths and areas for improvement?
    • Key emerging markets that rose up the list were China, Malaysia, Thailand, Indonesia and the Philippines.
  • Warning: Market Correction Last Week... Did You See The Opportunity?
    Tue, Oct. 14 15 Comments

    Summary

    • PMI: Why it's commodities' crystal ball.
    • The polarity of the dollar and crude oil.
    • Natural resources stock priced to move.
  • How Alibaba Could Capitalize On The eBay-PayPal Split
    Thu, Oct. 9 EBAY, BABA 2 Comments

    Summary

    • The split makes sense although eBay will give up much of its market value.
    • Asian e-commerce companies are making huge strides.
    • Competition is mounting between Asian and American Internet stocks.
  • 600 Million Reasons To Keep Your Eyes On India
    Thu, Oct. 9 INDA 5 Comments

    Summary

    • The country has found itself in the driver's seat of global resources demand and production.
    • Since Modi's election in late May, the consumer outlook index in India has risen nearly 8 percent.
    • Despite all the good news however, India has many economic and political challenges to overcome.
  • 5 Reasons Why Short-Term Municipal Bonds Make Sense Now
    Wed, Oct. 1 MUB, PZA, TFI 1 Comment

    Summary

    • Investors should remember that when interest rates rise, bond prices will fall.
    • If the Fed raised rates tomorrow, what potential implications would that have on the yield curve and bond prices?
    • There’s reason to believe that issuing bonds is the most effective way for governments to generate the funding necessary for specific undertakings.
  • China Defies Analysts' Predictions With An Encouraging PMI
    Fri, Sep. 26 CHXX, CHII, CHIM Comment!

    Summary

    • China's economic health affects global markets, driving commodity demand.
    • PMI remains above 50.0, but one-month moving average failed to cross above the three-month.
    • The real test is Global PMI.
  • The Sand Demand: Finding Opportunities Beyond Direct Shale Plays
    Fri, Sep. 19 UNP, EMES 1 Comment

    Summary

    • How to identify companies that contribute to the energy boom.
    • Why sand is a valuable ingredient for fracking, and how this contributes to its demand growth.
    • So who is supplying and shipping the sand?
  • Patiently Waiting For Mean Reversion
    Tue, Sep. 16 SPY, QQQ, SH 9 Comments

    Summary

    • What does the recent underperformance in small caps mean for investors?
    • The importance of active management in a bear market.
    • A note on the strong U.S. dollar and gold.
  • U.S. ISM Manufacturing Index Heats Up While China PMI Cools
    Fri, Sep. 12 FXI, DIA, SPY Comment!

    Summary

    • Global PMI is showing a slight uptick in August, with the U.S. as a top driver.
    • So what can we attribute China's PMI slowdown to?
    • Also, the effect of employment data on the global economy.
  • Gold Jewelry Demand In India Improves
    Wed, Aug. 27 Comment!

    Summary

    • Gold premiums are up this month compared to July.
    • Global celebrations are triggering the Love Trade for gold purchases.
    • The World Gold Council highlights gold's importance in India.
  • Good News For Global Growth
    Wed, Jul. 9 3 Comments

    Summary

    • June's Global Manufacturing PMI came in at 52.7.
    • Such a move has proven strong demand for commodities in the past.
    • Better economic growth points to strength in the cyclical sector as well.
  • FATCA: Good Intentions, Poor Design
    Thu, Jun. 26 7 Comments

    Summary

    • What exactly is FATCA?
    • This law could endanger employment and stifle global opportunity.
    • FATCA could disrupt the free flow of money in and out of the country.
  • Gold Investors: Let This Cycle Be Your Guide
    Tue, Jun. 17 GLD 6 Comments

    Summary

    • Where we are in the Fed Funds Rate Cycle.
    • History shows Phase IV and Phase I positive for gold.
    • Keep an eye on money supply growth and global GDP.
  • In A Flash, China Looks Strong
    Wed, May. 28 FXI 2 Comments

    Summary

    • China's preliminary flash PMI beat expectations for May.
    • Monitoring the one-month versus three-month trend has important implications.
    • We could see an exciting second half of the year for energy and commodities.
  • The Good, The Bad And The Opportunity
    Tue, May. 13 SPY, DIA, QQQ 3 Comments

    Summary

    • Many economic challenges are a direct result of government policies.
    • Global growth is improving however, industrial production is rising.
    • Minimum wages in the U.S. are going up along with an increase in bank loans.
  • Albania's Fertile Grounds For Oil Opportunities
    Tue, May. 6 BNKJF, PENYF, GUR 3 Comments

    Summary

    • What Petromanas Energy is exploring in the country.
    • The growth of Bankers Petroleum after 10 years.
    • Why the geology in Albania is prime for exploration.
  • China Holds The Keys To The Gold Market
    Tue, Apr. 29 GLD, IAU, PHYS 6 Comments

    Summary

    • A new middle class has more money to spend.
    • Jewelry is still the top demand driver.
    • Industrial demand is increasingly important.
    • China is diversifying away from the U.S. dollar.
  • What's Abuzz About Gold?
    Tue, Apr. 8 OSKFF, AUY, MRZLF 5 Comments

    Summary

    • Asia still wants physical gold.
    • Is Janet Yellen yelling?
    • The Osisko deal is sweet and sour.
    • HFT: The new buzz word.
  • 4 Areas Revved Up For A Resources Boom
    Tue, Apr. 1 PBW, SEA, QCLN Comment!

    Summary

    • There's plenty in the tank for energy stocks.
    • The U.S. chemical industry has a competitive edge.
    • Shipping companies are at a possible inflection point.
    • Alternative energy could get you more green.
  • These Gold Charts Will Make Your Heart Beat Faster
    Thu, Feb. 20 GLD, IAU, PHYS 9 Comments
  • What's The Game Changer For Gold?
    Wed, Feb. 12 GLD, IAU, PHYS 9 Comments
  • Why The Recent Lift In Junior Miners Will Likely Continue
    Wed, Jan. 29 GDXJ 2 Comments
  • Gold Stocks: What To Expect In The New Year
    Wed, Jan. 8 GLD, IAU, PHYS 4 Comments
  • A Surprising Way To Participate In Today's Tech Boom
    Dec. 24, 2013 BIDU, QIHU, TCEHY Comment!
  • One Of The Most Notable Stories Of The Year: Energy Renaissance In The U.S.A
    Dec. 19, 2013 CLR, EOG, PXD 2 Comments
  • Did The Government Shutdown Help The Economy?
    Dec. 10, 2013 AMZN, CELG, DAL 8 Comments
  • From Taj Mahal To Westminster Abbey: Notes From A Gold Investor
    Dec. 4, 2013 GLD, IAU, PHYS 1 Comment
  • Understanding The Rise Of China
    Nov. 27, 2013 FXI, GXC, PGJ 17 Comments
  • Dressed To The Nines With Gold
    Nov. 20, 2013 GLD, IAU, PHYS 10 Comments
  • Big Ideas On Gold And Resources In The Big Easy
    Nov. 13, 2013 GLD, IAU, PHYS 2 Comments
  • Don't Miss The Opportunities In Resources
    Nov. 6, 2013 PXD, VLO, EPD Comment!
  • What The End Of A Greek Tragedy Means For Investors
    Nov. 1, 2013 EEM, RSX, TUR 3 Comments