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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.

Hedge Fund Managers Pour SALT on U.S. Stocks, Look to Europe
Hedge Fund Managers Pour SALT on U.S. Stocks, Look to Europe
May 22, 2017

Europe is back on the map. That was one of the main takeaways last week from the SkyBridge Alternatives (SALT) hedge fund conference in Las Vegas...

Nearly 100 Days In, Is Trump Any Closer to Fiscal Reform?
Nearly 100 Days In, Is Trump Any Closer to Fiscal Reform?
April 24, 2017

This week I will be in Washington, D.C., attending Evercore ISI’s Energy Policy & Geopolitics Conference, where I will be visiting senior staff...

Amid Global Uncertainty, Pay Attention to this Manufacturing Index
Amid Global Uncertainty, Pay Attention to this Manufacturing Index
April 10, 2017

Last week I returned from Zurich, where I spoke at the European Gold Forum. Investor sentiment for the yellow metal was particularly strong...

7 Reasons to Be Bullish on Emerging Europe
7 Reasons to Be Bullish on Emerging Europe
March 28, 2017

For the month of March, the preliminary purchasing manager’s index (PMI) for the eurozone reached 56.7, its highest reading since April 2011...

Strategist: Keep Calm, Tax Reform Is On Its Way
Strategist: Keep Calm, Tax Reform Is On Its Way
March 27, 2017

Stocks had their worst day in months last Tuesday. The S&P 500 Index retreated more than 1 percent for the first time since October, and the small-cap...

Disrupt... Or Get Disrupted
Disrupt... Or Get Disrupted
March 6, 2017

Last week I was in Vancouver attending YPO EDGE, the annual summit for business executives from more than 130 countries. YPO, which stands for...

What These Four Global Leaders Have in Common with Trump
What These Four Global Leaders Have in Common with Trump
February 2, 2017

President Donald J. Trump was elected on promises to “Make America Great Again,” and since January 20 he’s already signed a number of executive orders to tighten...

Holiday Edition: Here Are the Top 6 Frank Talk Posts of 2016
Holiday Edition: Here Are the Top 6 Frank Talk Posts of 2016
December 27, 2016

This year has been one for the history books. Donald Trump was elected as the 45th president of the United States, gold had its best quarter in a generation...

Inflationary Expectations in 2017 Keep the Polish on Gold
Inflationary Expectations in 2017 Keep the Polish on Gold
December 12, 2016

Inflation can be understood as the destruction of a currency’s purchasing power. To combat this...

Manufacturing Activity in Europe Surprises to the Upside
Manufacturing Activity in Europe Surprises to the Upside
October 26, 2016

Manufacturing activity in the eurozone strengthened sharply in October, beating expectations, according to “flash,” or preliminary...

Net Asset Value
as of 11/13/2019

Global Resources Fund PSPFX $4.33 -0.01 Gold and Precious Metals Fund USERX $8.69 0.09 World Precious Minerals Fund UNWPX $2.90 -0.01 China Region Fund USCOX $8.93 -0.12 Emerging Europe Fund EUROX $7.39 No Change All American Equity Fund GBTFX $25.41 0.02 Holmes Macro Trends Fund MEGAX $16.70 -0.02 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change