Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
January 13, 2025
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Rerouted, Not Retreating: U.S. Global’s SEA ETF and the New Economics of Global Cargo
Freight rates don’t usually make headlines until something goes wrong. Frank Holmes, CEO and CIO of U.S. Global Investors, has been watching the mechanics of global shipping long before it became a trending topic. With cargo flows rerouting rather than contracting, insurance costs surging, and national security reshaping trade priorities, Holmes breaks down why SEA—the U.S. Global Sea to Sky Cargo ETF—seeks to capture a structural shift, not just a headline cycle.
The Oil Market ‘Is Lying To Us,’ Oil Execs Say
(Yahoo! Finance) - Big Oil is making money but losing sleep.