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Author: Frank Holmes

When You Should Stop Buying Gold

Economists and politicians have debated the merits of gold for decades. In the last 10 years, the discussion has been even more hotly contested, as the price of the yellow metal has skyrocketed. Ron Rimbus, CFA, in a blog for...

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China’s Next Act

The ECB calmed the markets–will China act next? After Mario Draghi announced the European Central Bank’s new bond buying program, I was the first guest on CNBC Asia’s Squawk Box to weigh in on this decision. I...

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The Case for Emerging Europe

If history had turned out differently, the USSR would’ve taken home the most Olympic medals this year, as the total awarded to athletes from the area was 163, according to a blog on Foreign Policy’s website. As we...

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The Latest ETF Eye-Opener

A few years ago, we discussed the flow of money rushing into ETFs without careful analysis by investors about the unknown risks. Institutional Investor recently highlighted another downside to these investments: ETFs’ use...

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Gold: First Mover Advantage

In the Investor Alert, our investment team shares charts and data that we believe provide readers with a first mover advantage. While markets don’t always move like we anticipate, recognizing historical trends can provide...

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Evaluating the Wisdom of Buying Gold

At the end of January 2008, I posted a discussion about how the book The Wisdom of Crowds by James Surowiecki could explain gold’s price climb. The book’s premise was basically that “large groups of people are...

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