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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.

Diwali Kick-Starts Gold's Love Trade
November 9, 2018

Diwali, the Hindu festival of lights celebrated widely in India and other countries, begins in early November and lasts for five days. Frank Holmes says this celebration kick-starts Gold’s Love Trade, which is the seasonal pattern of gold gift-giving during holidays when it is considered auspicious. Gold demand historically rises leading up to Diwali, then continues into Indian wedding season, Christmas and Chinese New Year.

To learn more about seasonal demand and how the gold price is holding strong, 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 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.

Diversification does not protect an investor from market risks and does not assure a profit.

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Gold Demonstrates Its Resilience
October 19, 2018

The yellow metal just saw its third straight week of gains after tumbling most of the year. Frank Holmes describes how gold should actually be much lower due to rising U.S. bond yields, but is instead showing resilience. Investors too are moving back into the space with inflows to ETFs backed by gold rising for three consecutive weeks. Frank also discusses how global central banks are adding to their gold reserves in an effort to diversify holdings.

For the 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 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.

Diversification does not protect an investor from market risks and does not assure a profit.

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.

A basis point, or bp, is a common unit of measure for interest rates and other percentages in finance. One basis point is equal to 1/100th of 1%, or 0.01% (0.0001).

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Industry Consolidation Could See Gold Rise
October 4, 2018

After six straight months of losses, gold could finally have found a bottom. A strong U.S. dollar and interest rate hikes have kept the price of the precious metal down so far this year and hovering around $1,200 an ounce. However, Frank Holmes believes that the yellow metal could be on the rise due to increased merger and acquisition activity, such as mining giants Barrick Gold and Randgold Resources teaming up, which is a telltale sign of an industry finding a bottom.

For the 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.

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 any accounts managed by U.S. Global Investors as of 6/30/2018.

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Gold Shines After Powell Speech
August 28, 2018

Last week at the Jackson Hole Economic Symposium, Federal Reserve Chairman Jerome Powell reiterated the central bank’s commitment to raise interest rates gradually, with another rate hike expected in September. Following the meeting on Friday, gold surged above $1,200 an ounce and continues to experience gains this week. Frank explains how the yellow metal could rise even further due to the upcoming Indian wedding season, when gold gift-giving is considered auspicious. Historically, demand for gold jewelry rises leading up to fall holidays and celebrations in China and India, the world’s two largest consumers of gold.

For the 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.

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60 Second Snapshot: Gold Is a Crowded Trade
August 21, 2018

Gold is a crowded trade and this week futures on the yellow metal turned net short for the first time since April 2001. Frank explains why traders have turned bearish on gold and how the U.S. dollar has remained strong, even though indicators show it is overbought. Federal Reserve Chairman Jerome Powell will be speaking at Jackson Hole on Friday and Frank believes his remarks could be a market-moving catalyst.

For the full explanation, watch the one minute clip 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.

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Vanguard Bows Out of Gold – Is A Rally Ahead?
August 14, 2018

Earlier this month, Vanguard announced that it was removing “precious metals” from the name of its $2.3 billion Precious Metals and Mining Fund (VGPMX) and reducing its allocation to precious metals to just 25 percent. This could be a sign that gold has finally found a bottom, since the world’s largest fund company is moving away from the space. Frank Holmes explains that, back when gold was also near a bottom in 2001, and the company removed “gold” from what was then the Vanguard Gold and Precious Metals Fund. That change coincided with a decade-long precious metals bull market.

Could this mean there is yet another gold bull market in the works? No one can say for sure, of course, but the timing of this large fund shakeup is interesting. For Frank’s full explanation about what this means for gold investors, 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.

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 any accounts managed by U.S. Global Investors as of 6/30/2018.

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Hyperinflation and Gold's Fear Trade
August 9, 2018

Inflation dominates Venezuela’s economy, which has fallen into a deep recession of prices doubling roughly every 18 days. Frank Holmes explains how oil-rich Venezuela has been selling off its gold reserves to help pay debts. The yellow metal has held far more value than the nation’s own currency, the bolivar. Frank calls this gold’s Fear Trade, where demand for gold rises during times of hyperinflation when fiat currency values drop.

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.

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Based on Math Gold Is Set to Rally
July 19, 2018

Everything is hot! It’s hot in Texas, we have hot interest rates rising and hot geopolitics, but gold is cool. Frank Holmes explains how gold stocks compared to the S&P 500 on a ratio basis are at a huge discount. When looking at the price from a mathematical standpoint, gold is due for mean reversion, as it is currently down two standard deviations. Historically, in the following three months after being down two standard deviations, gold has rallied 77 percent of the time.

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.

Standard deviation is a measure of the dispersion of a set of data from its mean. The more spread apart the data, the higher the deviation. Standard deviation is also known as historical volatility.

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

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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.

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Net Asset Value
as of 11/19/2018

Global Resources Fund PSPFX $4.82 -0.05 Gold and Precious Metals Fund USERX $6.50 -0.01 World Precious Minerals Fund UNWPX $3.17 -0.01 China Region Fund USCOX $8.09 -0.09 Emerging Europe Fund EUROX $6.30 No Change All American Equity Fund GBTFX $24.75 -0.27 Holmes Macro Trends Fund MEGAX $18.16 -0.33 Near-Term Tax Free Fund NEARX $2.19 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change