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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.

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.

Learn more about investment opportunities in gold and precious metals 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.

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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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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.

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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.

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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.

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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.

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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?”

Net Asset Value
as of 08/14/2018

Global Resources Fund PSPFX $5.54 0.01 Gold and Precious Metals Fund USERX $6.97 -0.04 World Precious Minerals Fund UNWPX $3.50 -0.04 China Region Fund USCOX $9.34 -0.36 Emerging Europe Fund EUROX $6.29 0.14 All American Equity Fund GBTFX $26.15 0.16 Holmes Macro Trends Fund MEGAX $20.00 0.17 Near-Term Tax Free Fund NEARX $2.20 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change