When I first heard about this merger, it was surprising, but on giving it a little thought, it made a significant bit of sense.   Sense at second thought   Microsoft is, to start with, quite an also-ran player in the internet consumer stakes - one which has basically turned out to be a game ruled by Google and…
  Guest Article From Frank Holmes, CEO Of U.S. Global Investors   This year’s first quarter is one for the history books. Not only did gold appreciate at its fastest pace in 30 years, but demand for the yellow metal was the strongest it’s ever been on record. Let me repeat that: the strongest it has ever been. Demand surged…
  Guest Article From Frank Holmes, CEO Of U.S. Global Investors   Sixteen. That’s the number of Republican presidential candidates who ended their campaigns since last summer, leaving only businessman Donald J. Trump as the presumptive GOP nominee. Love him or hate him, it’s time to come to terms with the reality that Trump’s name will likely be appearing on…
  Guest Article From Frank Holmes, CEO Of U.S. Global Investors   Precious metals are going insane right now, thanks in large part to the weaker U.S. dollar. Year-to-date, palladium is up 7 percent, platinum 19 percent, gold 21 percent and silver 25 percent. A correction at this point would be healthy, but looking ahead, this rally appears to have…
Latest economic data suggests that the global economy is recovering from the brink of recession, but investors need to remain cautious as it’s too early to say that global recession is unlikely in 2016. The chart below gives the global “Purchasing Managers Index” for the month of March 2016 and the composite PMI does indicate recovery after a big slump…
  Guest Article From Frank Holmes, CEO Of U.S. Global Investors   “There’s a healthy appetite for streams right now.” That’s according to Randy Smallwood, CEO of Silver Wheaton, who stopped by our office last week during his cross-country meet-and-greet with investors. Randy should know about the appetite for streams. His company had a phenomenal 2015—“the best year we ever…
Monday, 02 May 2016 12:06

Five Reasons To Buy Gold

With gold surging above $1,300 an ounce, this article discusses five reasons to remain bullish on gold not just for the near-term, but for the next decade. I have maintained my bullish stance on gold for long and these reasons serve as a recap for considering exposure to gold even at current levels.     Reason One - Central Banks…
The civilian labor force participation rate in the United States has declined from 65.7% in January 2009 to 63.0% as of March 2016. The labor force participation rate remains at its lowest level since the early 1980s and it’s entirely likely that the participation rate will continue to decline in the coming decade. This article presents a chart on decomposition…
Several organizations globally estimate GDP growth for the near-term and the long-term. How useful are these forecasts to make an investment decision? This article uses the growth forecast by the International Monetary Authority (IMF) to underscore the point that GDP growth forecasts invariably fail to predict real economic growth. While investors watch these data points closely, they might help little…
Among the various factors that play an important role in the policymaker’s decision to increase interest rates, the dollar and its impact on exports is a key consideration. This article underscores the importance of dollar movement on exports driven growth and the key factors that will prevent the fed from increasing interest rates if the dollar remains relatively strong. Using…