The week before last I was in Melbourne, Australia, attending a conference for chief executives from all over the world. While there, I spoke with many of my peers about the airline industry, which is currently in a three-year bull run as measured by the S&P 500 Airlines Index. I was surprised to learn that… Continue Reading
It would be nearly impossible to find two world leaders in living memory whose influence is more inextricably linked to the countries they presided over than Cuba’s Fidel Castro and Singapore’s Lee Kuan Yew, who passed away this Monday at the age of 91. You might find this hard to believe now, but in 1959—the… Continue Reading
Seven hundred forty million dollars. That’s how much Bill Gross has reportedly invested of his own cash into the bond fund he manages at Janus Capital Group. The billionaire bond king—who unexpectedly left Pacific Investment Management Company, or PIMCO, in September after a clash with senior management—now owns a little over half of the $1.45… Continue Reading
January 12, 2015 When China celebrates its new year next month, we will transition into the Year of the Ram, also known as the Year of the Goat or Sheep. If you believe in luck, this could be a good sign. The ram comes eighth in the 12-zodiac cycle, and in Mandarin, “eight” sounds very… Continue Reading
It’s the start of a new year, meaning it’s also time to give your portfolio a tune up and ensure that its engine is running optimally and ready for takeoff. Soaring at 500 miles per hour and looking down from 40,000 feet at your portfolio, you can more easily visualize where you need to diversify… Continue Reading
Managing Expectations Part I: The Importance of Cycles in the Investment Management Process By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors Posted Aug 13, 2014 Elon Musk, CEO of Tesla Motors, told the Guardian last year: “The lessons of history would suggest that civilizations move in cycles. You can track that back… Continue Reading
The chatter this week has been gold. The precious metal flew up $45 an ounce on Thursday, surprising investors, the media and markets alike. If we look back just six months ago, gold was sitting at record lows, signaling that it was in extremely oversold territory. This was the time that many investors let fear… Continue Reading
By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors Commodity returns vary wildly, as experienced resource investors can attest and our popular periodic table illustrates. This inherent volatility can spell opportunity for the nimble investor who can look past the mainstream headlines to identify hot spots. Our global resources expert, Brian Hicks, CFA,… Continue Reading
