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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.

October Volatility Got You Spooked? Keep Calm and Don't Jinx Yourself
October Volatility Got You Spooked? Keep Calm and Don't Jinx Yourself
October 8, 2019

For reasons unknown, October has historically been the most volatile month for the stock market—by a goodly margin. Between 1950 and the end of 2017, the S&P 500 Index saw as many as 362 trading days during the month of October in which the market moved up or down more than 1 percent.

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.

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

Global Debt, Trade Deficits and the Psychology of Politicians
Global Debt, Trade Deficits and the Psychology of Politicians
September 9, 2019

For fiscal year 2020, the federal budget deficit is expected to hit a massive $1 trillion—the first time in U.S. history that it will have expanded so rapidly in a time of peace and economic stability.

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.

The Power of Scarcity
The Power of Scarcity
September 3, 2019

There are a number of lessons investors can learn from the sensation that is the Popeyes chicken sandwich. One of those lessons is that people often put a premium on scarcity.

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.

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.

Net Asset Value
as of 10/11/2019

Global Resources Fund PSPFX $4.32 0.05 Gold and Precious Metals Fund USERX $8.54 -0.27 World Precious Minerals Fund UNWPX $3.00 -0.04 China Region Fund USCOX $8.61 0.10 Emerging Europe Fund EUROX $6.98 0.10 All American Equity Fund GBTFX $24.48 0.26 Holmes Macro Trends Fund MEGAX $16.59 0.27 Near-Term Tax Free Fund NEARX $2.22 -0.01 U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change