Commentary

Could Trump’s Tariff Revenues Fund a New U.S. Sovereign Wealth Fund?

Markets, as many of you are aware, don’t like uncertainty. And right now, there’s a lot of uncertainty surrounding U.S. trade policy.

Commentary

China’s AI Breakthrough Sends NVIDIA Reeling and Sparks National Security Fears

The artificial intelligence (AI) revolution is moving at lightning speed, and one of the biggest stories this past week underscores just how critical the technology has become—not just for Silicon Valley, but for America’s national security and global competitiveness.

Commentary

Arctic Resource Boom Pits U.S. Against Russia and China in the New “Red Cold War”

Markets have responded with gusto since November’s presidential election, especially in a few key—and perhaps expected—industries. The biggest winner so far is the automobile industry...

Commentary

Periodic Table of Commodity Returns Revels Winners and Losers for 2024

At the start of every year, we publish our popular Periodic Table of Commodity Returns, an interactive infographic of the gains and losses across the commodities market.

Commentary

The Top 10 U.S. Aerospace and Defense Contractors

The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.

Webinar

An Active Approach to Investing in Defense Spending

Join the experts at U.S. Global Investors, including CEO and CIO Frank Holmes, as they unpack the prognosis for defense stocks in the current market environment.

Commentary

AI Frenzy Drove the S&P 500’s Best Two-Year Gains Since the Dot-Com Era

Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation, falling interest rates and the prospect of lower corporate taxes under a second Trump administration.

Commentary

BlackRock Says Bitcoin Deserves a Spot in Your Portfolio

If you happen to be a Bitcoin skeptic, you’re not alone. A recent Pew Research survey found that 63% of Americans are not confident in the reliability or safety of cryptocurrencies in general.

Commentary

Boeing Resumes Production as the Airline Industry Prepares for a Record-Breaking 2025

The clouds hanging over Boeing’s operations finally appear to be clearing.

Commentary

Bitcoin’s Rise to $100,000 Signals Global Adoption Shift

Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.

Commentary

Stephen Harper’s Blueprint for Economic Growth and Middle-Class Prosperity

This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.

Commentary

How Trump’s Second Term Could Impact Defense and Cybersecurity Spending

With President-elect Donald Trump set to assume office in January, the U.S. military and cybersecurity sectors could experience sweeping changes, creating opportunities for investors who recognize the long-term growth potential in defense and technology.

Commentary

Trump Prevailed by Running on the Need for Safety and Protection

Maslow’s hierarchy of needs was a groundbreaking concept when it appeared in 1943. American psychologist Abraham Maslow argued that certain basic needs—food, water, shelter, etc.—must be met before a person can move on to higher levels of self-worth and fulfillment.

Commentary

Betting Against America Has Never Been a Winning Strategy

In his 2022 Berkshire Hathaway shareholder letter, Warren Buffett wrote that in his 80 years of investing, he had “yet to see a time when it made sense to make a long-term bet against America.”

Commentary

Paul Tudor Jones on Why Gold and Bitcoin Are Smart Investments

With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.