Frank Talk

According to a recent Cornerstone Macro report, the three most influential macro trends this year have been 1) the strengthening U.S. dollar, 2) the flattening yield curve and 3) slowing global manufacturing expansion. I’ve written about all three topics numerous times this year, but the one I’ve watched the most closely has been global manufacturing, […]

Meet Joanna Sawicka – an emerging Europe research analyst at U.S. Global Investors. Prior to joining our team in 2007, Joanna was part of Soros Fund Management in New York and JP Morgan in San Antonio. Since 2015, she has worked on the Investment team and currently is primarily responsible for analyzing companies in emerging

click to enlarge Gold Industry Ready for Consolidation? There are other signs that a bottom is near. For one, Vanguard just Get ready, gold bulls: The precious metal could be close to finding a bottom. The price of gold fell back below $1,200 an ounce again last week as the U.S. dollar advanced following another

click to enlarge S&P Dow Jones Indices reported this week that buybacks in the second quarter increased almost 60 percent from the same three months a year ago to a record $190.6 billion. For the 12 months ended June 30, S&P 500 companies, flush with cash thanks to corporate tax reform, spent an unprecedented $645.8

In case you couldn’t tell from the ubiquitous political ads and yard signs, midterm elections are right around the corner. Historically, volatility has increased and markets have dipped leading up to midterms on uncertainty, but afterward they’ve outperformed. Of especially good news is that we’re entering the three most bullish quarters in the four-year presidential

click to enlarge As for when passive investments will overtake the active market, Moody’s Investors Service estimates we’ll see this happen sometime between 2021 and 2024. Markets simply wouldn’t be able to function without active managers calling the shots—rewarding good corporate governance and punishing the bad—so Bogle’s what-if scenario of 100 percent indexing is, for

click to enlarge Goldman analysts point out, however, that the indicator could be read to mean not that a bear market is right around the corner, but that a period of lower returns could be expected. One of the ways investors could batten down the hatches, so to speak, is with gold, which historically has

Meet Michael Matousek – head trader at U.S. Global Investors. With almost 20 years’ worth of industry experience, Matousek is responsible for monitoring our investment portfolios and conducting day-to-day trading. In addition to advising the investment team on market behavior, he spends his day buying and selling based on technical metrics. Matousek joined U.S. Global

“Capitalism works” is how Ken Langone, billionaire co-founder of Home Depot, opens his new book, I Love Capitalism!: An American Story. “Let me say it again: It works! And—I’m living proof—it can work for anybody and everybody…. Show me where the silver spoon was in my mouth. I’ve got to argue profoundly and passionately: I’m