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Weekly Commentary

Please note: The reports listed below contain dated material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these commentaries, please visit the appropriate fund performance page.

Gold Stocks: What to Expect in the New Year
Gold Stocks: What to Expect in the New Year
January 3, 2014

After three years of pain, can gold stocks break their losing streak and see a gain in 2014? History says chances are good.

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A Surprising Way to Participate in Today’s Tech Boom
A Surprising Way to Participate in Today’s Tech Boom
December 27, 2013

If I asked you to name the biggest online shopping day of the year, what would you guess? Black Fiday? Cyber Monday? Free Shipping Day in mid-December?

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One of the Most Notable Stories of the Year: Energy Renaissance in the U.S.A.
One of the Most Notable Stories of the Year: Energy Renaissance in the U.S.A.
December 13, 2013

As we come to the end of 2013, it's a good time to reflect on some of the biggest resources stories of the year.

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Did the Government Shutdown Help the Economy?
Did the Government Shutdown Help the Economy?
December 6, 2013

From New Delhi to San Francisco to London, and finally back in San Antonio, I've been communicating one consistent theme to investors: Follow the money.

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Dressed to the Nines with Gold
Dressed to the Nines with Gold
December 4, 2013

While paper gold is getting the cold shoulder in the West, the Love Trade buyers in the East are wrapping their arms around all the physical gold they can get their hands on.

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From the Taj Mahal to Westminster Abbey: Notes from a Gold Investor
From the Taj Mahal to Westminster Abbey: Notes from a Gold Investor
December 2, 2013

I recently returned from India, a nation where an incredible 600 million people are under the age of 25.

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