Frank Holmes

San Antonio

CEO & CIO @USFunds, Chairman of @HiveDigitalTech. Dad, Texan, philanthropist, innovator, author, speaker. Opinions are hopefully entertaining investing is risky

Articles

Gold SWOT: Basel III Rules, Effective July 2025, Will Let U.S. Banks Count Physical Gold as a Tier 1 Asset

2 days ago | gold-eagle.com | Frank Holmes

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Gold Goes Full Reserve Asset As Basel III Elevates It To Tier 1 Status

2 days ago | seekingalpha.com | Frank Holmes

May 13, 2025 3:18 PM ET, , , , SummaryGold's reclassification as a Tier 1 asset under Basel III validates its status as a strategic, high-quality liquid asset for modern investors. Central banks are increasing gold reserves to hedge against currency debasement, geopolitical turmoil, and debt, signaling a trend retail investors should follow.
Basel III Makes It Official: Gold Is Money Again

3 days ago | advisorperspectives.com | Frank Holmes

Historically, gold stocks tend to lag the metal itself until higher prices are deemed sustainable. Institutional capital tends to wait for the “all clear” sign. That often means retail investors can front-run the rotation. If gold prices stay elevated—or go higher, as I expect—I believe we’ll see renewed flows into the mining space. Meanwhile, we’ve seen investors increasingly favor physically backed gold ETFs and streaming/royalty companies as lower-risk ways to gain exposure. That’s understandable.
Gold Goes Full Reserve Asset As Basel III Elevates It To Tier 1 Status

3 days ago | forbes.com | Frank Holmes

For my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious, strategic asset for modern investors. After years of pounding the table, it feels pretty good to say that the world’s central banks—and now the U.S. banking system—are finally catching up. As of July 1, 2025, gold will officially be classified as a Tier 1, high-quality liquid asset (HQLA) under the Basel III banking regulations.
Basel III makes it official: Gold is money again

6 days ago | mining.com | Frank Holmes

For my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious, strategic asset for modern investors. After years of pounding the table, it feels pretty good to say that the world’s central banks—and now the US banking system—are finally catching up. As of July 1, 2025, gold will officially be classified as a Tier 1, high-quality liquid asset (HQLA) under the Basel III banking regulations.
Trump Tariffs Trigger Collapse In China-To-U.S. Shipping Volumes

1 week ago | seekingalpha.com | Frank Holmes

SummaryThe U.S.-China trade war is causing significant disruptions, with reduced shipping capacity and sharp declines in imports, leading to potential empty store shelves and job cuts. Economists predict a recession by summer, with the IMF lowering U.S. growth forecasts and real GDP already contracting in Q1. The tariffs could jeopardize back-to-school and holiday inventories, severely impacting small- and mid-sized businesses, especially in the toy industry.
Trump Tariffs Trigger Collapse In China-To-U.S. Shipping Volumes

1 week ago | forbes.com | Frank Holmes

If you’ve been inside a Walmart, Target or Home Depot lately, you may not realize that a trade war is underway between the U.S. and China, the world’s two largest economies. Store shelves are well stocked, and prices have largely held steady. All of that is set to change very soon if forecasts turn out to be correct. Logistics firm Flexport reports that liners are slashing their China-to-U.S. carrying capacity at a faster rate than they did at the start of the pandemic.
Gold SWOT: Is Gold’s Record-setting Rally Starting A Consolidation Phase?

1 week ago | gold-eagle.com | Frank Holmes

You must have JavaScript enabled to use this form. A gold nugget can be worth three to four times the value of the gold it contains because they are so rare.
Gold SWOT: Basel III Rules, Effective July 2025, Will Let U.S. Banks Count Physical Gold as a Tier 1 Asset

1 week ago | goldseek.com | Frank Holmes

http://www.usfunds.com/ Frank Holmes is the CEO and chief investment officer of U.S. Global Investors. Mr. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm’s chief investment officer in 1999. In 2006, Mr. Holmes was selected mining fund manager of the year by the Mining Journal, and in 2011 he was named a U.S. Metals and Mining "TopGun" by Brendan Wood International.
Gold SWOT: China Is Considering Setting Up Overseas Gold Warehouses

2 weeks ago | sgtreport.com | Frank Holmes

by Frank Holmes, Gold Seek:StrengthsSilver outperformed this week, rising 1.56%. While gold’s recent surge underscores its role as a hedge during turbulent times, silver, often a late-cycle performer, may now offer greater upside given its dual function as both a safe haven and an industrial metal. With the gold-silver ratio historically stretched (currently around 99), past patterns suggest silver could soon outperform if economic conditions stabilize, according to Bloomberg.