Articles by Frank Holmes
- Crypto
The AI Sovereignty Boom Has a Surprising Winner: Bitcoin Miners
- Strategists
Washington Eyes Airline Takeover as Industry Economics Flip
Administration is negotiating a $500 million rescue package for Spirit Airlines, in a deal that could give Washington the option to control as much as 90%
- Strategists
Crude Crash Sparks Airline Rally as Mega-Merger Talks and Bankruptcies Collide
Friday morning brought the kind of headline that moves markets before most investors have finished their coffee.
- Strategists
AI Warfare Is Driving a Massive Shift in Defense Spending and Stocks
What’s emerging is a new defense-industrial revolution built on artificial intelligence AI and autonomy.
- Strategists
Energy Shock Hits Aviation Hard, but Industry Outlook Isn’t Breaking
Since the U.S. and Israel launched strikes on Iran on February 28, jet fuel prices in the U.S. have more than doubled.
- Alternatives
Something Isn’t Adding up in Oil Markets Right Now
Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell.
- Alternatives
Gold Pullback Amid War Signals Bigger Shift in Inflation, Rates, and Markets
Despite hostilities raging in the Middle East, gold has struggled to gain traction and is even down modestly from recent highs.
- Crypto
Bitcoin Capitulation: Why Extreme Fear May Be Creating a Rare Contrarian Opportunity
Four months ago, digital assets underwent what I believe was the most consequential liquidation event in their history.
- Crypto
Bitcoin Miners Built the AI Infrastructure Wall Street Is Chasing
Since ChatGPT burst onto the scene in 2022, artificial intelligence has moved from science-fiction to reality. For many, AI has become a necessity.
- Alternatives
Gold Hits a Record High as Fed Independence Comes Under Scrutiny
The Bank of Japan’s recent policy shift is sending shockwaves through global markets.
- Markets
The U.K. Just Said No to EU Socialism. Will U.S. Voters Do the Same in 2020?
The U.K. Just Said No to EU Socialism
- Markets
What the Trucking Industry Could Learn From Airlines
What the Trucking Industry Could Learn From Airlines
- Markets
Possible Signs the Fed Gearing up for a New Round of Quantitative Easing
Signs the Fed Gearing up for a New Round of Quantitative Easing
- Markets
Supercharge Your Gold Position With Precious Metal Royalty Companies
Supercharge Your Gold Position With Precious Metal Royalty Companies
- Markets
Will the Real Manufacturing PMI Please Stand Up?
Will the Real Manufacturing PMI Please Stand Up?
- Markets
Need-to-Know Numbers You Might Have Missed Last Week
Need-to-Know Numbers You Might Have Missed Last Week