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.
- Will the Real Manufacturing PMI Please Stand Up?
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- December 4, 2019
It’s the top of a new month, meaning we get to see the latest manufacturing purchasing manager’s index (PMI) readings. And if you follow both the Institute for Supply Management (ISM) and IHS Markit’s reports on U.S. factory activity, you may be getting some mixed signals.
- 3 Emerging Europe Stocks We're Bullish On Right Now
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- October 31, 2019
The U.S. stock market has been hitting new all-time highs thanks to lower rates, positive earnings surprises and optimism that a resolution to the U.S.-China trade war comes sooner rather than later. But don’t let that distract you from exciting things that are happening in overseas markets, specifically in Eastern and Emerging European countries.
- Are All Your Ducks in a Row? Positioning Your Portfolio for the Market's Next Move
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- August 26, 2019
If you’ve paid any kind of attention to recent market headlines, you’ve surely seen the term “recession” among the most prominent topics in your newsfeed. This shouldn’t come as a shock, either––the global growth picture isn’t as rosy as it could be.
- With Yields Sinking Everywhere, Gold Just Hit New All-Time Highs...
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- 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.
- What You Need to Know About Indonesia Ahead of Next Week's Election
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- April 9, 2019
On Wednesday of next week, the world’s largest presidential election will be held. Voters in Indonesia will go to the polls to decide whether to give incumbent president Joko Widodo another five years, or elect former general Prabowo Subianto.
- What Ballooning Corporate Debt Means for Investors
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- April 8, 2019
Last week I was in Delray Beach, Florida, where I presented at...
- AI Will Add $15 Trillion to the World Economy by 2030
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- February 25, 2019
A couple of weeks ago, I introduced you to an exciting new company called...
- The Newmont-Goldcorp Deal Is Positive News for Gold Mining
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- January 15, 2019
Consolidation season has finally arrived in the goldfields, just as many experts...
- Gold Miners Are Crushing the Market in the Face of Higher Rates
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- December 24, 2018
Anticipating trouble ahead, fund managers make a historic rotation out of equities...
- No One Ever Said Brexit Was Going to Be Easy
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- December 11, 2018
If you followed some of my posts from two years ago, you might recall that I was in...
