With Rollback, Dodd-Frank Is Now Officially a Dud

Between yet another high-profile personnel shakeup at the White House and a nail-biter special election in Pennsylvania’s 18th Congressional District, not to mention Russia’s alleged nerve agent attack on a former double-agent spy and a tragic bridge collapse in Miami, this week has had no shortage of big splashy headline […]

The Historic Bull Market Faces Off Against Steel Tariffs

Today marks the ninth anniversary of the stock bull market, the second longest since World War II following the spectacular run in the 1990s that finally met its match when the tech bubble burst in March 2000. The current expansion, which some consider the “most hated bull market in history,” […]

Are Trump’s Steel and Aluminum Tariffs Good for America?

President Donald Trump’s proposed tariff on imported steel and aluminum, at 25 percent and 10 percent, is much more than a shot across the bow. Indeed, this could be the official kickoff of the trade war we all anticipated. The protectionist trade policy, announced this week as the president met […]

Gold and the Global Ticking Debt Bomb

Since its recent high of $1,370 an ounce at the end of January, the price of gold has shaved off about $40 as Treasury yields continue to head north. The yield on the benchmark 10-year T-note is looking to cross above 3 percent, which would be the first time since […]

An Olympian’s Guide to the Market Selloff: Seeking Rewards In High-Risk Situations

Today I’d like to share a few words about the Olympics, but first, two words: Don’t panic. The stock selloffs on Monday and Thursday were the two biggest daily point drops in the history of the Dow Jones Industrial Average, but in terms of percentage point losses, they don’t even […]

A $1.5 Trillion Opportunity You Don’t Want to Miss!

On the campaign trail, then-presidential candidate Donald Trump pledged to invest as much as $1 trillion in U.S. infrastructure if he were elected. This week during his first State of the Union address, now-President Trump added half a trillion dollars more to that figure. The hefty price tag likely raised […]

What Do Quincy Jones, Serena Williams and Blockchain Have in Common?

Two big themes this week at Inside ETFs, the Comic-Con of exchange-traded funds attended by more than 2,300 advisors and investors, were innovation and disruption. Like all other industries, the investing world has seen its fair share of disruption in the past quarter century—think indexing, passive investing, the rise of […]

You’ll Want to Read This Living Legend’s Thoughts On Copper

This week the U.S. Global Investors office was visited by a living legend in the junior mining industry, billionaire founder and executive chairman of Ivanhoe Mines, Robert Friedland. In case you don’t know, back in the mid-1970s, Robert was caretaker of an apple orchard south of Portland that one of […]

Recipe Calls for a Broad Commodities Rally in 2018

At the beginning of every year, we update what’s typically one of our most popular pages, the Periodic Table of Commodity Returns. I encourage you to explore 10 years’ worth of data on basic materials such as aluminum, zinc and everything in between. A word of warning, though—the interactive feature […]

It’s Time for the Fear Trade to Move Gold Prices

The price of gold and gold mining stocks were very competitive in 2017. The yellow metal ended the year up a little more than 13 percent—its best year since 2010—while gold stocks, as measured by the NYSE Arca Gold Miners Index, gained more than 11 percent. All of this occurred […]

Best of the Year: Top 5 Frank Talk Posts of 2017

As we head into the New Year, I want to share with you the five most popular Frank Talk posts of 2017. One common theme you’ll see in these posts is they all center on the topic of gold. Although we specialize in educating investors about gold and managing gold […]

10 Charts That Show Why Gold Is Undervalued Right Now

With the year quickly coming to a close, it might be time to start thinking about rebalancing the gold holdings in your portfolio. That includes bullion, jewelry, gold stocks and well-managed gold funds—all of which I recommend giving a collective 10 percent weighting. Because it’s been such a strong year […]

5 Big Questions for 2018

Today marks the fourth day of Hanukkah, and in only 10 days, many families across the world will be celebrating Christmas. Not only is it the season of giving, but it’s also time to reflect back on the past 12 months and look ahead to 2018. Below are five questions […]

This Week in Bitcoin: The IRS Targets Coinbase, Venezuela to Mint Its Own Cryptocurrency

Writing about blockchain and bitcoin right now is a little like buying a new computer in the 1990s. The tech was advancing so fast in those days that as soon as you brought the thing home, it was sorely outdated. Similarly, the cryptocurrency world is changing so rapidly at the […]

Gold Looks Like a Bargain Just in Time for Christmas

One of the most compelling and engaging presenters at the Precious Metals Summit in London last month was Ronald-Peter Stöferle, a managing partner at Liechtenstein-based asset management company Incrementum. Incrementum, as you may know, is responsible for publishing the annually-updated, widely-read “In Gold We Trust” report, which I’ve cited a […]

Gobble, Gobble: Thanksgiving Dinners Stuffed with Savings Despite Rising Fuel Costs

I spend a lot of time writing and talking about inflation, especially as it affects the price of gold, oil and other commodities and raw materials. The year-over-year percent change in the cost of living has been reasonably low for the past five years, averaging about 1.3 percent on a […]

Synchronized Global Growth May Have Arrived

Nearly 10 years after the financial crisis brought the global economy to its knees, conditions have finally improved enough to crystallize my conviction that synchronized global growth is currently underway. Revenue and earnings growth are up year-over-year, not just in the U.S. but worldwide. Despite President Donald Trump threatening to […]

My Conviction in Gold Royalty Companies and Bitcoin

  Some of you reading this might already be familiar with the “Parable of the Talents,” but it’s worth a brief retelling. The story, which appears in the gospels of Matthew and Mark, involves a master who entrusts three servants with some of his “talents,” or gold coins, while he’s […]

5 Agents of Change Investors Need to Know About Now

The world is changing fast right now in ways that many investors might not easily recognize or want to admit. This could end up being a costly mistake. If you’re not paying attention, you could be letting opportunities pass you by without even realizing it. With that in mind, I’ve […]

The World Is Running out of Gold Mines—Here’s How Investors Can Play It

My good friend Pierre Lassonde, cofounder and chairman of Franco-Nevada, doesn’t know how we’ll replace the massive gold deposits of the past 130 years or so. Speaking with the German financial newspaper Finanz und Wirtschaft this month, Pierre says we’re seeing a significant slowdown in the number of large deposits […]