news.goldseek.com >> 26 September 2011

Extreme Moves Leave Markets in Rare Territory
By: Frank Holmes, U.S. Global Investors
Since mid summer, our investment team has sought to limit exposure to downside risks by raising cash levels, selling mid-caps to buy large-cap companies and downsizing positions in cyclical areas such as industrials while increasing those in more stable areas such as consumer staples. Last week’s market volatility provides an opportunity to selectively invest cash and redeploy capital.

news.goldseek.com >> 25 April 2011

Don’t Fear a Pullback in Prices
By: Frank Holmes, U.S. Global Investors
We should be clear: If a correction occurs, this would not mean the rally is over. It would just be a healthy bull market correction and reflect the normal volatility inherent with these types of investments. Investors must anticipate this volatility before participating in these markets.

This volatility also brings along opportunity. We believe we’re only halfway through a 20-year bull cycle for commodities and investors can use these pullbacks as an opportunity to “back up the truck” and load up for the long-haul.

news.goldseek.com >> 30 December 2009

Gold Is The Decade’s Best
By: Frank Holmes, US Funds
Happy holidays wishes to all, with a special season’s greetings to the permanent gold skeptics.

The decade that ends Thursday is on track to be the worst in recorded history for the U.S. stock market – worse than all of the many boom-and-bust cycles of the 19th century, worse than the Great Depression-era 1930s, worse than the recession-plagued 1970s.

news.goldseek.com >> 22 June 2009

Gold Stocks Can Add Returns With No Extra Volatility
By: Frank Holmes, U.S. Global Investors
Gold stocks are among the most volatile asset classes, but old and new research shows that their judicious use can enhance investor returns without adding portfolio risk.