CEO of U.S. Global Investor Says ‘Underinvestment Theme’ Opportunity Presenting Itself in Gold and Silver Markets
U.S. Global Investor CEO Frank Holmes says gold and silver are still underowned despite the parabolic runs in precious metals.
In a new note to investors, Holmes says that in the short term, gold and silver look overbought, and are most likely due for some type of technical correction before making any significant new highs.
However, the billionaire also says that precious metals are “structurally underinvested” and deserve another look from investors.
“I see a lot of potential opportunity in the underinvestment theme.
We’re living in a time of extraordinary capital concentration. On one end of the spectrum, trillions are pouring into AI platforms and a handful of megacap stocks. On the other, gold and silver, through breaking records, remain afterthoughts in most portfolios.
Which side do you think offers greater margin of safety today?
Older investors in particular should pay attention. Many no doubt remember the dotcom crash. Even Amazon—today, the world’s fifth-largest company by market capitalization—plunged more than 90% from peak (December 1999) to trough (October 2001). Over the same period, gold gained about 5%—nothing to write home about, but it certainly helped stem the losses elsewhere.
I’m not suggesting you sell your Mag 7 stocks. Just don’t ignore the tried-and-true assets that have helped empires and households alike preserve their wealth for thousands of years.”
Check Price Action
Surf The Daily Hodl Mix
Generated Image: Midjourney
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
The Impact of Institutional Funding on Education and Workforce Training in Renewable Energy
- Institutional investors are boosting renewable energy education and workforce programs to drive long-term economic resilience and sustainability. - Global investments hit $386B in H1 2025, with education initiatives bridging skill gaps and enabling equitable clean energy transitions. - Case studies like Morocco’s 38% renewable electricity and Portugal’s green skills programs highlight education’s role in job creation and sector growth. - Education and green finance synergies in RCEP and U.S. $265B 2024 i
The Growing Influence of Artificial Intelligence on Universities and Preparing Tomorrow’s Workforce
- AI integration in higher education drives academic program expansion, with 2.5% undergraduate and 3% graduate enrollment growth in 2024. - Universities invest $33.9B in generative AI to modernize curricula and partner with industries , addressing 58% workforce readiness gaps. - AI-driven tools boost student retention (52% adoption) and project 1.5% U.S. GDP growth by 2035 through automation in key sectors. - Challenges persist: 71% academic integrity concerns and 52% training gaps highlight risks in AI a
The CFTC-Sanctioned Transformation in Clean Energy Trading
- CFTC's 2025 withdrawal of carbon credit derivatives guidance creates regulatory uncertainty but sparks innovation in blockchain/AI solutions. - OBBBA's 2026 construction deadline accelerates solar/wind project cancellations while preserving tax credit transferability mechanisms. - Battery storage, geothermal, and hydrogen emerge as resilient sectors amid market shifts, supported by IRA tax credits and OZ modernization. - Investors prioritizing domestic supply chains and third-party certified projects gai
Aligning university programs with new technology sectors to pinpoint areas with strong investment potential
- Higher education is redefining curricula to align with AI, quantum computing, green energy, and biotech sectors, addressing urgent talent gaps. - Green energy apprenticeships (e.g., ACE Network) and biotech-AI hybrid training programs are scaling rapidly to meet workforce demands. - Quantum computing initiatives like Connecticut's $1B QuantumCT plan highlight trillion-dollar investment potential in talent development and infrastructure. - AI ethics integration and edtech platforms for real-time labor mar
Trending news
MoreCrypto prices
More
