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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.

American Exceptionalism Is Real
American Exceptionalism Is Real
July 6, 2020

Nearly 120 years ago, an American engineer named Willis Carrier invented the very first electrical air conditioner. The device was such a hit that he founded the Carrier Corporation in 1915 to meet demand, making it the world’s first HVAC (heating, ventilating and air conditioning) company.

3 Charts on the State of the U.S. Airline, Restaurant and Hotel Industries
3 Charts on the State of the U.S. Airline, Restaurant and Hotel Industries
July 1, 2020

As you may have already heard, the European Union (EU) just released its list of 15 countries that are permitted to visit the 27-country bloc starting today, and the U.S. was not among them. 

This Could Be the "Perfect Storm" that Pushes Gold to a New Record High
This Could Be the "Perfect Storm" that Pushes Gold to a New Record High
June 29, 2020

A “perfect storm” of surging government debt levels, plunging real bond yields, rising coronavirus cases and deteriorating economic forecasts pushed the price of gold to an eight-year high last week, and some analysts now project the metal to top its all-time high within the next 12 months.

What Is a Luxury Good?
What Is a Luxury Good?
June 24, 2020

In the very first episode of Mad Men, the critically acclaimed AMC series about the advertising business in 1960s New York, ad man Don Draper is approached by Rachel Menken, the head of a fictional high-end department store called Menken’s. She wants Don’s help in raising her store’s profile. 

Are We Heading for a Second Wave of Lockdowns?
Are We Heading for a Second Wave of Lockdowns?
June 22, 2020

California, which now requires mask-wearing outside of the home, had its biggest one-day jump in infections. Arizona, Florida and Texas are also turning into new hotspots.

Record Spending and Money-Printing Puts Markets in Uncharted Waters
Record Spending and Money-Printing Puts Markets in Uncharted Waters
June 18, 2020

Back in March, I predicted that the total U.S. economic response to the COVID-19 crisis would be at least $10 trillion.

The Math Is on Investors' Side
The Math Is on Investors' Side
June 15, 2020

Most baseball fans know that the New York Yankees is the winningest team in MLB history. Of the 18,426 games it’s played since 1901, it’s won 10,378, or about 57 percent of them.

Why We're Overweighting Renewable Energy
Why We're Overweighting Renewable Energy
June 11, 2020

It may not feel like it, but West Texas Intermediate (WTI)  oil just posted its best month on record. The American benchmark for crude soared  more than 88 percent in May, from $18.84 per barrel to $35.50, as businesses  cautiously began to reopen and people returned to work following the  coronavirus lockdown.

Airline Stocks Just Posted Their Best Week on Record
Airline Stocks Just Posted Their Best Week on Record
June 8, 2020

Warren Buffett “should have kept airline stocks because the airline stocks went through the roof today,” President Trump said. It’s a good thing that investors chose not to follow Buffett’s lead, as airline stocks are up 50% since his exit.

Emerging Technologies to Drive Silver Demand
Emerging Technologies to Drive Silver Demand
June 4, 2020

The price of silver soared in May, jumping more than 19  percent on safe haven demand as well as increased expectations of a swift  economic recovery, given its many applications.

Net Asset Value
as of 07/10/2020

Global Resources Fund PSPFX $4.42 0.07 Gold and Precious Metals Fund USERX $12.22 -0.12 World Precious Minerals Fund UNWPX $4.32 -0.03 China Region Fund USCOX $9.40 -0.10 Emerging Europe Fund EUROX $5.77 0.02 All American Equity Fund GBTFX $22.74 0.07 Global Luxury Goods Fund USLUX $15.89 0.17 Near-Term Tax Free Fund NEARX $2.25 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change