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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.

Is Headline CPI Inflation "Fake News"?
Is Headline CPI Inflation "Fake News"?
August 31, 2020

The Federal Reserve just tweaked how it thinks about inflation, and this could have a huge impact on gold and gold mining stocks.

Top 10 Countries with Largest Gold Reserves
Top 10 Countries with Largest Gold Reserves
August 25, 2020

Beginning in 2010, central banks around the world  turned from being net sellers of gold to net buyers of gold. In 2019, official  sector activity declined 1 percent from the year prior, with central banks  adding 650.3 tonnes.

Wisdom of Crowds Says Better Days Are Ahead
Wisdom of Crowds Says Better Days Are Ahead
August 24, 2020

If you woke up this morning from an eight-month coma and happened to glance through the business section of the newspaper, you’d be forgiven for being unaware of any economic slowdown.

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.

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. 

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.

Net Asset Value
as of 09/18/2020

Global Resources Fund PSPFX $4.99 -0.01 Gold and Precious Metals Fund USERX $14.39 -0.17 World Precious Minerals Fund UNWPX $5.58 0.02 China Region Fund USCOX $9.46 0.08 Emerging Europe Fund EUROX $5.66 -0.06 All American Equity Fund GBTFX $23.51 -0.26 Global Luxury Goods Fund USLUX $17.03 -0.19 Near-Term Tax Free Fund NEARX $2.25 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change