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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 the Fed Gearing Up for a New Round of Quantitative Easing? Here Are the Possible Signs
Is the Fed Gearing Up for a New Round of Quantitative Easing? Here Are the Possible Signs
December 10, 2019

“This is not QE. In no sense is this QE.”

That was Jerome Powell in early October, answering a reporter’s question on whether the Federal Reserve’s intervention in the overnight U.S. repo market constituted another round of quantitative easing (QE).

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.

What's With All the Mass Protests? (Hint: It's Not About Income Inequality)
What's With All the Mass Protests? (Hint: It's Not About Income Inequality)
November 18, 2019

Quick! What do Hong Kong, Chile, Ecuador and Lebanon all have in common with one another?

Australia May Be the Saving Grace for the Rare Earth Metals Market
Australia May Be the Saving Grace for the Rare Earth Metals Market
November 6, 2019

When Colorado-based Molycorp Inc. filed for bankruptcy in 2015, the U.S. lost its sole remaining miner and producer of rare earth elements (REEs)—those inconspicuous metals with unpronounceable names like praseodymium, yttrium and gadolinium.

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.

The Opportunities Go to Those Who Can See Past the Negative Headlines
The Opportunities Go to Those Who Can See Past the Negative Headlines
October 29, 2019

“Follow the trend lines, not the headlines.”

The quote, attributed to former President Bill Clinton, is one of my favorite pieces of advice. Clinton was referring to long-term data that show that conditions have actually been improving for the human race despite popular opinion to the contrary.

This Legendary Commodities Fund Is Closing. Here's What That Could Mean for Investors
This Legendary Commodities Fund Is Closing. Here's What That Could Mean for Investors
October 24, 2019

What was once the world’s largest commodities hedge fund is officially closing, creating new opportunities for some investors to get exposure to raw materials and mining using other funds.

The Barriers to Investing in Private Equity Are Too High
The Barriers to Investing in Private Equity Are Too High
October 15, 2019

The rich are getting richer and the poor are getting poorer, and for that we can largely blame policies of envy that increasingly restrict investors’ access to wealth-building instruments.

October Volatility Got You Spooked? Keep Calm and Don't Jinx Yourself
October Volatility Got You Spooked? Keep Calm and Don't Jinx Yourself
October 8, 2019

For reasons unknown, October has historically been the most volatile month for the stock market—by a goodly margin. Between 1950 and the end of 2017, the S&P 500 Index saw as many as 362 trading days during the month of October in which the market moved up or down more than 1 percent.

Global Debt, Trade Deficits and the Psychology of Politicians
Global Debt, Trade Deficits and the Psychology of Politicians
September 9, 2019

For fiscal year 2020, the federal budget deficit is expected to hit a massive $1 trillion—the first time in U.S. history that it will have expanded so rapidly in a time of peace and economic stability.

Net Asset Value
as of 12/11/2019

Global Resources Fund PSPFX $4.45 0.03 Gold and Precious Metals Fund USERX $9.30 0.21 World Precious Minerals Fund UNWPX $2.97 No Change China Region Fund USCOX $8.88 0.15 Emerging Europe Fund EUROX $7.45 0.08 All American Equity Fund GBTFX $25.86 0.07 Holmes Macro Trends Fund MEGAX $17.05 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