Frank Talk
Frank HolmesSharing expert insight from my over forty years in global capital markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 52 | Subscribers | Read | bulldogholmes.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why U.S. Airlines Are Better Positioned for This Oil Shock Than the Market Believes
Since the U.S. and Israel launched strikes on Iran on February 28, jet fuel prices in the U.S. have more than doubled. According to data from the Energy Information Administration (EIA), the year-to-date percent change in U.S. jet fuel pric...
Math Says Buy the Dip. The Jones Act Says Buy LNG
Last week I attended the Investment U conference in Las Vegas, where I presented on gold and the great digital transformation. Sentiment among investors was upbeat, despite great uncertainty in the world right now.
Why U.S. Energy Stocks and Gold Could Win Big
Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell.
Oil Shock Sends Yields Higher and Gold Lower
When geopolitical tensions flare up, the natural assumption is that gold should immediately surge. War breaks out, markets panic… and the metal rallies as investors rush to safety.
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Authors
The writers behind this newsletter.
Frank Holmes is the CEO and chief investment officer of U.S. Global Investors, an innovative investment manager with vast experience in global markets.
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