Why Domestic Stocks Could Thrive As Globalization Retreats

Frank Holmes4.48K FollowersFollow5ShareSavePlay(8min)CommentsSummaryChina's aggressive energy buildout and industrial strategy position it to surpass the U.S. in key national power industries.Xi Jinping's China is leveraging a massive clean energy sector, now a major GDP growth engine, to support next-gen industries like AI and EVs.U.S. political gridlock contrasts sharply with China's long-term planning, though increased U.S. defense spending may offer domestic investment opportunities.Small-cap U.S. stocks and gold allocations are recommended as potential beneficiaries in a less globalized, more fragmented world order. Alexey_Fedoren/iStock via Getty Images 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 Ambassador Kevin Rudd, former prime minister of Australia. Rudd spokeThis article was written byFrank Holmes4.48K FollowersFollowFrank Holmes is a Canadian-American investor, venture capitalist and philanthropist. He is CEO and chief investment officer of U.S. Global Investors, a publicly traded investment company based in San Antonio, TX, that oversees more than $4 billion in assets (Nasdaq: GROW). He is known for his expertise in gold and precious metals and launching unique investment products. Holmes also serves as executive chairman of HIVE Blockchain Technologies, the first publicly traded cryptocurrency mining company (TSX.V: HIVE).Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.