Share this page with your friends:

Print

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

Iran Sanctions Have Disrupted Oil Prices
July 6, 2018

President Trump recently announced that importers must stop buying Iranian oil or expect sanctions. This tough stance against Iran has had a major impact on prices, as crude oil added over $6 per barrel in the week ended June 29. Crude is now up 70 percent from a year ago and could rise even further due to supply disruptions in Canada and Libya and a decline in U.S. inventories. Frank Holmes explains the importance of monitoring government policies since they can be a precursor to change in the markets.

For Frank’s full explanation, watch the video below!

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

Share “Iran Sanctions Have Disrupted Oil Prices”

Will Russia Win Financially in the World Cup?
July 3, 2018

Russia has spent an estimated $14 billion to host the 2018 World Cup. After recently hosting the 2014 Winter Olympics, it begs the question: are there any long-term economic benefits for the host nation of a major sports tournament? Frank Holmes explains that Russia should expect to see growing travel demand and passenger flow through its airports. However, regardless of the increased exposure from the World Cup, the Russian economy has been in an upward trend after emerging from a two-year recession.

For Frank’s full explanation, watch the video below!

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies.

The MOEX Russia Index is the main ruble-denominated benchmark of the Russian stock market.

Share “Will Russia Win Financially in the World Cup?”

China's Tech Industry Continues Expanding
June 29, 2018

China’s technology industry is exploding as gross output value of firms is estimated at 20 trillion yuan, or $3 trillion. The Asian nation is home to nine out of the world’s 20 largest tech firms and has more unicorns – or startups with an economic value of over $1 billion – than any other country in the world. Frank Holmes explains how tech investment will likely continue to grow, as Chinese foreign direct investment in the U.S. has fallen by 92 percent in the first half of this year due to a government crackdown on capital flight, among other reasons.

For Frank’s full explanation, watch the video below!

 

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

Share “China's Tech Industry Continues Expanding”

A Sentiment Indicator for Contrarian Investing
June 28, 2018

The U.S. Global investment team created a sentiment indicator of 126 indices, sectors, currencies, commodities and markets to measure cash flow levels and volatility. Frank Holmes explains how members of the team use this indicator to monitor the percentage of positions that have five-day moving averages above or below the 20-day moving averages, in relation to the S&P 500. This week the indicator fell below 20 percent which Frank views as a signal that markets are oversold and that now could be a time to buy.

For Frank’s full explanation, watch the video below!

Want to learn more about what’s moving U.S. markets? Read Frank’s latest commentary, Take the Long-Term View in a Late-Cycle Market.

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies.

Share “A Sentiment Indicator for Contrarian Investing”

How Can PMI Impact Commodities?
June 6, 2018

PMI, or the purchasing manager’s index, is an important, forward-looking indicator of the economic health of the manufacturing sector. The global PMI reading for the month of May fell slightly to 53.1, which could have important implications for commodities one or three months out. Frank Holmes details how commodities such as copper and oil historically rise or fall if the manufacturing PMI crosses above or below its three-month moving average.

For Frank’s full explanation, watch the video below!

Want to learn more about PMI? Read Frank’s blog post, This Oil Rally Could Have Much Further to Go.

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

The Purchasing Manager’s Index is an indicator of the economic health of the manufacturing sector. The PMI index is based on five major indicators: new orders, inventory levels, production, supplier deliveries and the employment environment.

Gross domestic product (GDP) is the monetary value of all the finished goods and services produced within a country's borders in a specific time period, though GDP is usually calculated on an annual basis. It includes all of private and public consumption, government outlays, investments and exports less imports that occur within a defined territory.

Share “How Can PMI Impact Commodities?”

Consensus 2018 Conference Recap
May 18, 2018

Crypto news outlet CoinDesk held its fourth annual blockchain and technology summit, Consensus 2018, in New York from May 14-16. Frank Holmes attended for the second year and notes how attendance doubled to 8,500 curious investors and companies. In the video below, Frank shares what he learned from the conference, including new uses for blockchain technology and the growing number of cryptocurrency funds on the market.

For Frank's full explanation, watch the video below!

Want to learn more about cryptocurrencies such as bitcoin? Read Frank’s blog post, My Conversation with Bitcoin Visionary Marco Streng.

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

Holdings may change daily. Holdings are reported as of the most recent quarter-end. None of the securities mentioned in the article were held by one or more accounts managed by U.S. Global Investors as of 3/31/2018.

Share “Consensus 2018 Conference Recap”

Are Cryptocurrencies Regaining Momentum?
May 8, 2018

Although cryptocurrencies have been plagued by extreme volatility since the start of the year, the trading range for bitcoin has narrowed and some investors believe prices might rise again. Blockchain technology too has seen a growing number of opportunities, as more and more companies seek to implement its use. Frank Holmes explains how digital currencies and blockchain appear to be regaining momentum, with countries such as South Korea taking big steps to make use of the new technologies.

For Frank’s full explanation, watch the video below!

Want to learn more about South Korea? Read Frank’s blog post, South Korea Courts Investors with Unbelievable Payouts.

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

Share “Are Cryptocurrencies Regaining Momentum?”

Is Now an Ideal Gold Buying Opportunity?
May 4, 2018

Although gold is feeling the heat of a strong U.S. dollar and going through the historical May slump, now might be a great time to buy gold stocks. Frank Holmes shares his thoughts on why he believes gold stocks are attractive right now, such as rising inflation and the fact that gold returned close to 1.3 percent in the first quarter.

For Frank’s full explanation, watch the video below!

Want to learn more about gold buying opportunities? Read Frank’s blog post, 4 Big Reasons Why You Might Want to Consider Gold Stocks Right Now.

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

For the latest updates on the dollar, gold and more, subscribe to the weekly Investor Alert Newsletter by clicking here.

 

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

The S&P 500 is a stock market index that tracks the stocks of 500 large-cap U.S. companies. It represents the stock market's performance by reporting the risks and returns of the biggest companies.

The Consumer Price Index (CPI) is one of the most widely recognized price measures for tracking the price of a market basket of goods and services purchased by individuals. The weights of components are based on consumer spending patterns.

Share “Is Now an Ideal Gold Buying Opportunity?”

Is The Next Commodities Bull Market Here?
April 25, 2018

Relative to equities, commodities are as cheap right now as they’ve been in decades. Frank explains how oil and aluminum, among other commodities, are performing exceptionally well. For this reason, Frank believes the next commodities bull market has arrived after the last cycle began unwinding 10 years ago.

For Frank’s full explanation, watch the video below!

Want to learn more about commodities? Read Frank’s blog, Commodities Are Flashing a Once-in-a-Generation Buy Signal.

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

The S&P GSCI (formerly the Goldman Sachs Commodity Index) serves as a benchmark for investment in the commodity markets and as a measure of commodity performance over time. It is a tradable index that is readily available to market participants of the Chicago Mercantile Exchange.

The S&P 500 is a stock market index that tracks the stocks of 500 large-cap U.S. companies. It represents the stock market's performance by reporting the risks and returns of the biggest companies.

 

Share “Is The Next Commodities Bull Market Here?”

The Texas Economy Trumps That of Russia
April 18, 2018

You’ve heard the expression – everything’s bigger in Texas! This definitely holds true when it comes to the size of Texas’ economy. Frank Holmes discusses how even though Russia has five times more residents than the Lone Star State, Texas’ economy is $400 billion larger at $1.7 trillion. Russia still dominates as the world’s top crude oil producer, but the U.S. is close behind in second place, with Texas pumping out 40 percent of it.

For Frank’s full explanation of how the Texas economy trumps that of Russia, watch the video below!

Want to learn more about the domestic energy sector? Read Frank’s blog, U.S. Energy is Breaking All Kinds of Records – Are You Participating?

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

Gross domestic product (GDP) is the monetary value of all the finished goods and services produced within a country's borders in a specific time period, though GDP is usually calculated on an annual basis. It includes all of private and public consumption, government outlays, investments and exports less imports that occur within a defined territory.

 

Share “The Texas Economy Trumps That of Russia”

Net Asset Value
as of 07/18/2018

Global Resources Fund PSPFX $5.65 -0.02 Gold and Precious Metals Fund USERX $7.58 0.02 World Precious Minerals Fund UNWPX $3.83 -0.01 China Region Fund USCOX $10.47 No Change Emerging Europe Fund EUROX $6.80 -0.02 All American Equity Fund GBTFX $25.70 0.13 Holmes Macro Trends Fund MEGAX $19.73 0.02 Near-Term Tax Free Fund NEARX $2.20 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change