Frank Holmes

What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure

If you want a single indicator of how fast this industry is moving, just look at the chip sector.

AI Turned Taiwan Into Most Dangerous Economic Flashpoint on Earth

It’s a helpful framework for understanding markets and geopolitics, and right now, there’s no better place to apply it than Taiwan.

May 19

Artificial Intelligence

AI Could Cut U.S. Healthcare Costs by Trillions—These Companies Are Positioned to Win

Early detection, I believe, is one of the smartest investments you can make, whether we’re talking about your portfolio or your health.

May 12

Market Intelligence

The AI Sovereignty Boom Has a Surprising Winner: Bitcoin Miners

May 4

Research

AI Warfare Is Driving a Massive Shift in Defense Spending and Stocks

What’s emerging is a new defense-industrial revolution built on artificial intelligence AI and autonomy.

Apr 14

Research

Energy Shock Hits Aviation Hard, but Industry Outlook Isn’t Breaking

Since the U.S. and Israel launched strikes on Iran on February 28, jet fuel prices in the U.S. have more than doubled.

Apr 8

Research

Markets Flash Oversold Signals as Energy Shock Reshapes Global Trade

In the stock market, though, applying math, standard deviation and mean reversion to your investment decision is perfectly legal.

Mar 31

Market Intelligence

Something Isn’t Adding up in Oil Markets Right Now

Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell.

Mar 24

Market Intelligence

Gold Pullback Amid War Signals Bigger Shift in Inflation, Rates, and Markets

Despite hostilities raging in the Middle East, gold has struggled to gain traction and is even down modestly from recent highs.

Mar 18

Research

Think Selling Is Smart During War? History Suggests Otherwise

This conflict is likely to be intense but short-lived, and the investors who keep their composure will be the ones best positioned when the dust settles.

Mar 10

ETF

AI Stocks Are Overheating—Here’s Why Gold and Silver Could Shine Next

AI stocks, precious metals look overbought; but unlike AI stocks, they’re structurally underinvested. As such, we believe they deserve another look.

Nov 7

Research

The Trojan Strategy: China’s Expanding Footprint in Latin America

Taken together, these moves reveal China’s imperial ambitions, which include a network of ports, power grids and rails.

Oct 13

Market Intelligence

The Most Underowned Asset in a Market Obsessed With AI

Like AI stocks, precious metals look overbought; but unlike AI stocks, they’re structurally underinvested.

Oct 7

Research

The Day Money Died: How Nixon’s 1971 Shock Still Fuels America’s $37 Trillion Debt Crisis

Looked like a simple adjustment to the global monetary order. In reality, it was the day the U.S. traded fiscal discipline for a floating exchange rate.

Sep 30

Research

Spirit Airlines Faces Financial Turbulence Despite Record Passenger Surge

You might have seen the news this week that Spirit Airlines has filed for bankruptcy for the second time in less than a year.

Sep 8

Research

What’s Really Driving Your Electric Bill Sky-High This Summer? It’s Not Windmills

The average household will spend nearly $800 on summer cooling alone, the highest level in more than a decade.

Aug 26

Market Intelligence

2025’s Best-Performing Commodities? Precious Metals Took the Lead

Gold, silver, platinum and palladium absolutely crushed commodities as a whole, from industrial metals to energy and agricultural. #alternatives

Jul 15

Research

The Next Industrial Revolution? AI Agents

Every major industry was represented, from health care to defense, signaling that artificial intelligence is expanding at a white-knuckle clip. #AI

Mar 25

Research

Could Trump’s Tariffs Fund a U.S. Sovereign Wealth Fund?

Markets, as many of you are aware, don’t like uncertainty. And right now, there’s a lot of uncertainty surrounding U.S. trade policy.

Feb 10

Research

The Arctic's Rising Influence: Transforming Global Trade and Defense Strategies

As polar ice caps melt, new opportunities—and risks—are emerging in this increasingly contested region. #investors

Feb 3

Market Intelligence

Revealing 2024’s Top Commodity Performers and Underperformers

On a year-over-year basis, the average annual price of gold has now advanced 84% of the time this century.

Jan 20

Research

Top U.S. Aerospace & Defense Stocks by Revenue

With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions. #strategist

Jan 15

Research

AI Boom Fuels S&P 500’s Strongest Two-Year Rally Since Dot-Com Days

Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation.

Jan 6

Research

The Safety and Protection Message That Helped Trump Prevail

I always recommend a 10% weighting in gold, with 5% in physical bullion and the other 5% in gold stocks and ETFs.

Nov 11

Research

The Fine Line Between Content Moderation and Censorship in the Digital Age

Component of solar photovoltaic PV panels, meaning that for China to reach its ambitious climate targets, it must import massive amounts of the white metal

Aug 20

Research

Transforming Argentina's Economy: The Impact of Javier Milei's 'Shock Therapy'

Argentina’s recent economic overhaul under President Javier Milei not just refreshing but essential in today’s world of bloated government.

May 15

Research

From the Magna Carta to Bitcoin: Tracing the Evolution of Human Rights

If we fail to remain vigilant and take these rights for granted. #laws #rights #investing

Oct 18

Market Intelligence

Top 10 Gold and Precious Metal Mining Stocks Ranked by Free Cash Flow Yield

At U.S. Global Investors, one of our favorite financial metrics for screening gold and precious metal mining stocks is free cash flow FCF yield. #stocks

Jul 24

Market Intelligence