Photo: U.S. Global Investors
If you’re Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors, then there are plenty of reasons to be optimistic right now.In a presentation he gave over the weekend at Vancouver Investor Resource Conference, Holmes examined how emerging markets—in particular, China—are positioned for groundbreaking economic growth ahead, and how historical trends in commodities markets indicate that gold is on the up and up.
Forget developed market deleveraging; economic development and the “love cycle” will be the trends Holmes believe will drive global markets for years to come.
N.B. The first few slides are about Holmes’s investment fund.