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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.

Need-to-Know Numbers You Might Have Missed Last Week
Need-to-Know Numbers You Might Have Missed Last Week
December 2, 2019

Another year, another Thanksgiving. I hope all of my American friends and readers had the chance to spend some quality time with family as we begin the busy holiday shopping season.

China's Ultra Wealthy Are Dominating the Global Luxury Market
China's Ultra Wealthy Are Dominating the Global Luxury Market
November 13, 2019

It’s hard to believe now, but the very first Singles Day in 2009 generated only about $7 million for Chinese mega-retailer Alibaba. No one could have guessed then that, 10 years later, the 24-hour shopping event would see that sales figure surge to an all-time record of $38.4 billion, an unbelievable multiple of 5,471.

70 Years Later, China's Factories Show No Signs of Slowing
70 Years Later, China's Factories Show No Signs of Slowing
October 1, 2019

As the People’s Republic of China (PRC) celebrates its 70th anniversary, manufacturing data shows that factories in the world’s second largest economy improved marginally in September, despite the impact of the ongoing U.S.-China trade war.

Look Which Precious Metal Is Beating Warren Buffett...
Look Which Precious Metal Is Beating Warren Buffett...
September 16, 2019

Way back in January, I showed you that the price of gold had beaten the S&P 500 Index over a number of different time periods, including the month, quarter, year… and even the century (so far!).

Top 10 Countries with Largest Gold Reserves
Top 10 Countries with Largest Gold Reserves
September 10, 2019

Beginning in 2010, central banks around the world turned from being net sellers of gold to net buyers of gold. In 2018, official sector activity rose 46 percent to 536 tonnes – the second highest level of demand this century

Chinese Factories Beat Expectations as U.S. Manufacturing Lagged
Chinese Factories Beat Expectations as U.S. Manufacturing Lagged
September 5, 2019

The Chinese manufacturing sector improved in August, with the PMI rising to 50.4 from 49.9 a month earlier. This is not only above consensus but also the strongest month-to-month improvement since March.

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.”

Global Manufacturers Just Shrank for the First Time in Seven Years
Global Manufacturers Just Shrank for the First Time in Seven Years
June 4, 2019

Perhaps surprising no one, global manufacturers are now in contraction mode for the first time since 2012. That’s according to the most recent reading of the sector’s health, the purchasing manager’s index (PMI), which headed lower for a record 13th straight month in May.

DOUBLE WHAMMY: Fed Policy and the U.S.-China Trade War
DOUBLE WHAMMY: Fed Policy and the U.S.-China Trade War
May 28, 2019

Markets were decisively in “risk-off” mode last week. Following weak manufacturing news last Thursday, the yield on the 10-year Treasury sunk to its lowest level since October 2017. The spread between the 10-year yield and three-month yield, in fact, inverted once again, with the shorter-term bond yield higher by 6 basis points.

How to Limit Your Exposure to the U.S.-China Trade War
How to Limit Your Exposure to the U.S.-China Trade War
May 9, 2019

The U.S. economy is growing at one of the fastest rates in the developed world right now, and unemployment hit a nearly 50-year low of 3.6 percent in April. Under normal circumstances, this should boost demand for domestic equities. Some investors, however, are hesitant to participate due to escalating trade tensions between the U.S. and China, among other factors.

Net Asset Value
as of 12/06/2019

Global Resources Fund PSPFX $4.40 0.05 Gold and Precious Metals Fund USERX $9.03 -0.25 World Precious Minerals Fund UNWPX $2.95 -0.03 China Region Fund USCOX $8.89 0.08 Emerging Europe Fund EUROX $7.38 0.05 All American Equity Fund GBTFX $25.87 0.26 Holmes Macro Trends Fund MEGAX $17.04 0.23 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change