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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.

Protect Your Wealth Against the Law of Unintended Consequences
Protect Your Wealth Against the Law of Unintended Consequences
August 19, 2019

The United States is the strongest, most prosperous country on the planet. But the nation is not immune to the unintended consequences of well-intentioned policies.

"No Longer Just a Science Project": David Fessler on Renewable Energy and EVs
"No Longer Just a Science Project": David Fessler on Renewable Energy and EVs
August 14, 2019

David Fessler retired from semiconductor vendor LTX Corporation at the age of 47. It was right around the time of the dotcom bubble, and within the course of 18 months, LTX stock had shot up from just under a dollar to around $54 a share.

With Yields Sinking Everywhere, Gold Just Hit New All-Time Highs...
With Yields Sinking Everywhere, Gold Just Hit New All-Time Highs...
August 12, 2019

“It is no longer absurd to think that the nominal yield on U.S. Treasury securities could go negative,” Joachim Fels, PIMCO’s global economic advisor, warned investors last week. 

It's an All-Out Currency War! What Are Your Next Moves?
It's an All-Out Currency War! What Are Your Next Moves?
August 6, 2019

“A currency war, fought by one country through competitive devaluations of its currency against others, is one of the most destructive and feared outcomes in international economics.”

Rate Cuts, Trade Wars and Gold: 5 Things Every Investor Should Know Right Now
Rate Cuts, Trade Wars and Gold: 5 Things Every Investor Should Know Right Now
August 5, 2019

Say what you will about last past week, it certainly wasn’t dull. The Federal Reserve, seemingly capitulating to President Donald Trump and Wall Street, became just the latest central bank to cut interest rates.

Get Ready for a Weaker U.S. Dollar... And Stronger Gold
Get Ready for a Weaker U.S. Dollar... And Stronger Gold
July 31, 2019

Unemployment in the U.S. is at a half-century low and the S&P 500 is trading at near-record highs. Nevertheless, the Federal Reserve today trimmed interest rates for the first time since the financial crisis on stalled manufacturing growth and an anticipated world economic slowdown.

Follow the Trend Lines, Not the Headlines
Follow the Trend Lines, Not the Headlines
July 29, 2019

Last week was quite eventful! I was honored to speak alongside some of the best and brightest in the investment industry at the Oxford Club’s Private Wealth Seminar held in New York City.

How Bank Closures Could Be Giving Rise to Digital Currencies
How Bank Closures Could Be Giving Rise to Digital Currencies
July 24, 2019

There may come a time, sooner than you think, when the world economy simply cannot operate to its full potential without bitcoin, Facebook’s proposed Libra or some other large-scale digital currency.

Gold Heats Up and Silver Joins the Race
Gold Heats Up and Silver Joins the Race
July 22, 2019

Now that gold has broken through the $1,450 an ounce level, a six-high year high, the next big test is $1,500. And as I’ve said before, it can do this in the blink of an eye under the right conditions.

Oil Is Fueling the Commodities Rally: 2019 Halftime Report
Oil Is Fueling the Commodities Rally: 2019 Halftime Report
July 16, 2019

Commodities were on mostly sound footing in the first half of 2019. The S&P GSCI returned more than 13 percent as of June 30, one of the best first six months in recent memory. It was not without its challenges, though.

Net Asset Value
as of 12/10/2019

Global Resources Fund PSPFX $4.42 No Change Gold and Precious Metals Fund USERX $9.09 0.06 World Precious Minerals Fund UNWPX $2.97 0.01 China Region Fund USCOX $8.73 -0.08 Emerging Europe Fund EUROX $7.37 -0.01 All American Equity Fund GBTFX $25.79 -0.04 Holmes Macro Trends Fund MEGAX $17.03 0.05 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change