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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.

The Contrarian Investment Case for Russian Stocks
The Contrarian Investment Case for Russian Stocks
August 6, 2020

Russian stocks, as measured by the MOEX Russia Index, turned positive for the year on August 4 after plunging 30 percent due to the pandemic.

Ivanhoe Mines and Franco-Nevada Look Favorable Ahead of Earnings
Ivanhoe Mines and Franco-Nevada Look Favorable Ahead of Earnings
August 3, 2020

It’s earnings season, and as of Friday, profits for S&P 500 companies were down roughly 34 percent compared to the same time a year earlier, with 62 percent of companies reporting.

Is the Gold Rally Overdone? Here's What History Says May Come Next
Is the Gold Rally Overdone? Here's What History Says May Come Next
July 29, 2020

As you’re probably aware by now, spot gold is trading at an all-time high in nominal terms, having recently hit $1,977 an ounce. Futures touched $2,000 for the first time ever.

I Believe Gold and Silver Are Just Getting Started
I Believe Gold and Silver Are Just Getting Started
July 27, 2020

The U.S. Mint made an unusual request last week. In a press release dated July 23, the bureau literally begged Americans to start putting coins back into circulation by spending or depositing them. 

Gold Is Within Striking Distance of Its All-Time High. Here's How to Play the Rally
Gold Is Within Striking Distance of Its All-Time High. Here's How to Play the Rally
July 23, 2020

Once gold breeches the important $1,900 resistance level, I believe the sky’s the limit.

How Robinhood Investors Beat Buffett at His Own Game
How Robinhood Investors Beat Buffett at His Own Game
July 20, 2020

If you’ve listened in to some of my interviews or online presentations since the start of the pandemic, you may have heard me discuss Robinhood, the no-commission trading app favored by millennials. According to the company, the median age of users is 31. Many are first-time investors.

Rethinking Luxury During the Pandemic
Rethinking Luxury During the Pandemic
July 14, 2020

As many of you reading this are aware, our fund family underwent a change recently. On July 1, the Holmes Macro Trends Fund changed its name and strategy to the Global Luxury Goods Fund (USLUX).

Precious Metals Were the Winners in H1 2020... And It Wasn't Even Close
Precious Metals Were the Winners in H1 2020... And It Wasn't Even Close
July 13, 2020

Every year around this time, we check in with raw materials for our popular commodities halftime report. This year, it wasn’t even a competition.

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. 

Net Asset Value
as of 08/05/2020

Global Resources Fund PSPFX $4.97 0.07 Gold and Precious Metals Fund USERX $14.76 0.28 World Precious Minerals Fund UNWPX $5.38 0.08 China Region Fund USCOX $9.43 0.06 Emerging Europe Fund EUROX $5.93 0.08 All American Equity Fund GBTFX $23.87 0.12 Global Luxury Goods Fund USLUX $16.66 0.21 Near-Term Tax Free Fund NEARX $2.26 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change