Frank Holmes's Opinion & Analysis
A complete archive of Frank Holmes's articles, including current analysis & opinion.
Thirty-five thousand dollars.That’s the cost of the Pentagon’s new Low-cost Uncrewed Combat Attack System—LUCAS for short—which made its combat debut this year in the conflict...
Since the U.S. and Israel launched strikes on Iran on February 28, jet fuel prices in the U.S. have more than doubled. According to data from the Energy Information Administration (EIA), the...
Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell.While I still stand by that advice, it’s important to...
Markets hate uncertainty, and right now there’s plenty to go around. The outbreak of the U.S.-Iran conflict, following by Iranian retaliation against oil infrastructure across the Persian Gulf,...
Last week I was at the MoneyShow in Las Vegas, where I had the pleasure of presenting and joining a panel on artificial intelligence (AI) and data centers.It’s always energizing to see familiar...
As you know, I’ve been watching the travel industry for a long time, and the data right now is telling a compelling story that’s hard to ignore. Despite the negative headlines, rising oil...
Four months ago, digital assets underwent what I believe was the most consequential liquidation event in their history. On October 10, 2025, over $19 billion in leveraged positions were wiped out...
Last week, I had the privilege of attending the 2026 Harvard Presidents’ Seminar alongside some of the nation’s top executives and thought leaders. One of the most compelling speakers was...
Since ChatGPT burst onto the scene in 2022, artificial intelligence (AI) has moved from science-fiction to reality. For many, AI has become a necessity.The transformation has been swift. Nearly every...
Gold is on a historic run. After hitting more than 50 new all-time highs last year, the yellow metal has surged to a new all-time high above $5,000 an ounce, a once-unthinkable amount. It’s now...