Frank Holmes's Comment & Analysis
A complete archive of Frank Holmes's articles, including current analysis & comment - Page 5
Bitcoin and gold were both top of mind at last week’s 2024 Investment U Conference in Ojai, California, which I had the privilege of presenting at. There was a rumor circulating that the Bitcoin...
NVIDIA (NASDAQ:NVDA) reported financial results for the fourth quarter and full-year 2023 last week, and I’m still picking my jaw off the floor. The chipmaker handily beat Wall Street...
A little over a year ago, the world watched as China reopened its doors after three long years of strict pandemic lockdowns. Expectations were high for a robust economic recovery, fueled by pent-up...
Global manufacturing is slowly stirring back to life, as evidenced by a positive purchasing managers’ index (PMI) reading in January, and industrial metals, copper especially, look poised to...
A new report by BMO Capital Markets suggests that the price of gold is no longer being driven by real interest rates. What replaced them? I unveil the answer below.The American consumer did it again....
The race for the White House intensified last week as Donald Trump won the Iowa caucus with 51% of the vote, handily beating rivals Ron DeSantis and Nikki Haley. This was followed by second-place...
The January effect, named for the perceived market anomaly where stock returns in January are higher than in other months, has been a subject of interest since it was first written about in...
Growing tensions in the Red Sea, a crucial artery for international trade, have sparked a significant shift in the shipping industry. This shift, I believe, offers a compelling case for global...
The U.S. is adding new renewable energy capacity at a record clip, but that doesn’t mean it’s ready to quit fossil fuels just yet. The country just became the world’s biggest...
Soft landings, it has been said, are the holy grail of monetary policy, and there may be signs that we’re on the cusp of one. But what does it mean for the economy in 2024 to have a soft...