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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.

Will the Real Manufacturing PMI Please Stand Up?
Will the Real Manufacturing PMI Please Stand Up?
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
3 Emerging Europe Stocks We're Bullish On Right Now
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
Are All Your Ducks in a Row? Positioning Your Portfolio for the Market's Next Move
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...
With Yields Sinking Everywhere, Gold Just Hit New All-Time Highs...
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
What You Need to Know About Indonesia Ahead of Next Week's Election
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
What Ballooning Corporate Debt Means for Investors
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
AI Will Add $15 Trillion to the World Economy by 2030
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
The Newmont-Goldcorp Deal Is Positive News for Gold Mining
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
Gold Miners Are Crushing the Market in the Face of Higher Rates
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
No One Ever Said Brexit Was Going to Be Easy
December 11, 2018

If you followed some of my posts from two years ago, you might recall that I was in...

Net Asset Value
as of 12/05/2019

Global Resources Fund PSPFX $4.35 0.01 Gold and Precious Metals Fund USERX $9.28 0.10 World Precious Minerals Fund UNWPX $2.98 0.01 China Region Fund USCOX $8.81 0.04 Emerging Europe Fund EUROX $7.33 0.02 All American Equity Fund GBTFX $25.61 0.03 Holmes Macro Trends Fund MEGAX $16.81 -0.01 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change