By Daily Crux Editor Brian Hunt:

Frank Holmes is one of the biggest winners of the 2002-2008 commodity rally.

His money management company, U.S. Global Investors, is focused on commodities and emerging markets… so it generated huge returns for investors and took in a ton of money to manage.

Frank & Co. just posted an interesting chart on their blog. In the post, they compare gold stock performance with the federal budget deficit. It's one of the most bullish charts for gold stocks you can find anywhere in the world.

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More on gold and commodities:

Why gold is headed for bubble territory

Jim Rogers reveals a crude oil investment you've never, ever heard of

Legendary investor Mark Mobius piles into the next great commodity country