Gold: CEO Frank Holmes argues that recent short-term weakness from rate expectations and liquidity needs hasn’t changed gold’s long-term case. He points to ongoing central bank purchases, global fiscal deficits, and inflation risk as structural supports and recommends a 10% allocation to gold and related assets, with a full write-up on Seeking Alpha.
Frank 'Bulldog' Holmes (CEO, @bulldogholmes) says short-term pressure on gold—driven by rate expectations and liquidity needs—does not alter gold’s long-term fundamentals
Gold may be setting up for a compelling contrarian opportunity.
CEO Frank @bulldogholmes explains why recent short-term pressure, driven by rate expectations and liquidity needs, hasn’t changed gold’s long-term fundamentals.
With continued central bank buying, global deficits, and inflation risks in play, he outlines why a 10% allocation to gold and related assets still makes sense.
Read his full insights on @SeekingAlpha: seekingalpha.com/article/491…