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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.

Here’s Why I Think Renewable Energy Is Finally Living up to Hype
Here’s Why I Think Renewable Energy Is Finally Living up to Hype
May 26, 2017

Global markets have steadily been adding renewables such as wind and solar to their energy mix for several years now, but according to a handful of new reports...

3 Factors that Are Changing the Oil Trade
3 Factors that Are Changing the Oil Trade
May 16, 2017

For the last five years, crude oil has been behaving a little differently than it has in the past. At least that’s the takeaway from the chart below...

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...

Lithium Suppliers Can't Keep Up with Skyrocketing Demand
Lithium Suppliers Can't Keep Up with Skyrocketing Demand
March 23, 2017

Near the extinct volcano known as Monte Pissis, high in the Andes on the Chile-Argentina border, the air is thin and animal life scarce. It’s also a prime location...

Why Commodities Could Be on the Verge of a Massive Surge
Why Commodities Could Be on the Verge of a Massive Surge
March 8, 2017

After finishing 2016 up 25 percent, commodities are getting another boost from bullish investors. Investment bank Citigroup forecasts commodity...

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...

This Natural Gas Opportunity Is Years in the Making
This Natural Gas Opportunity Is Years in the Making
February 27, 2017

Last week I was in beautiful Argentina with a diverse team of investors and mining executives, including my good friend Frank Giustra...

Want to Find the Opportunities? Follow the Sentiment
Want to Find the Opportunities? Follow the Sentiment
February 15, 2017

On Monday I had the opportunity to attend a conference at Goldman Sachs’ Dallas office. Among the dozens of money managers...

It Might Be Time to Grab the Commodities Bull by the Horns
It Might Be Time to Grab the Commodities Bull by the Horns
January 25, 2017

Commodity investors have had to endure a dry spell for a while now, but those days are starting to look as if they might be behind us. We see encouraging...

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...

Net Asset Value
as of 01/17/2020

Global Resources Fund PSPFX $4.61 0.03 Gold and Precious Metals Fund USERX $9.70 -0.05 World Precious Minerals Fund UNWPX $3.30 -0.01 China Region Fund USCOX $9.60 0.04 Emerging Europe Fund EUROX $8.02 0.06 All American Equity Fund GBTFX $26.61 0.08 Holmes Macro Trends Fund MEGAX $17.47 -0.05 Near-Term Tax Free Fund NEARX $2.23 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change