Frank Holmes
Frank Holmes's Latest Articles | 175
The Quiet After the Storm
It’s all quiet on the equity front. For the past month, the S&P 500 Index has experienced an unusually calm period of lower volatility. Bespoke Investment... Read »
Have Winds Shifted to Provide Relief to Investors?
Wind currents between the ocean and atmosphere affect climates around the world; likewise, government policy shifts and economic data have a similar ripple effect... Read »
Case for Sustained $100 Oil
In 2011, oil was one of the top performing commodities among those we track, with Brent rising more than 13 percent. Geopolitical risk and unexpected non-OPEC supply... Read »
Chart of the Week: Struggling Copper Supply
As China’s appetite for commodities slowed this year, much of the world’s copper demand went with it. Despite this softening in demand, Macquarie Research thinks... Read »
Striking Portfolio Balance with Gold Stocks
It wasn’t a pretty week for gold prices. The eurozone’s epic endeavor to conquer its sovereign debt issues forced some institutional investors to liquidate profitable... Read »
You Can’t Print More Gold
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... Read »
What Makes the U.S. Special
Technology from innovative companies in Silicon Valley—think Apple (AAPL), Google (GOOG), Amazon.com (AMZN) and Facebook—has permeated our workplace and home.... Read »
Chart of the Week: Oil’s Breakeven Price
One way to gauge support for the price of oil is to calculate the breakeven price. In other words, what is the dollar amount per barrel that would be required for... Read »
Seven Surprising Stats on the Internet and Emerging Markets
With rising wealth in emerging markets in recent years, people in China, India and Brazil have quickly acquired a taste for mobile phone and Internet technology.... Read »
The Gold Triple Play – Volatility, Currencies and Europe
Resurgent investment lifted global gold demand 6 percent from the previous year to just over 1,000 tons during the third quarter of 2011, according to the latest... Read »







