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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.

"No Longer Just a Science Project": David Fessler on Renewable Energy and EVs
"No Longer Just a Science Project": David Fessler on Renewable Energy and EVs
August 14, 2019

David Fessler retired from semiconductor vendor LTX Corporation at the age of 47. It was right around the time of the dotcom bubble, and within the course of 18 months, LTX stock had shot up from just under a dollar to around $54 a share.

It's an All-Out Currency War! What Are Your Next Moves?
It's an All-Out Currency War! What Are Your Next Moves?
August 6, 2019

“A currency war, fought by one country through competitive devaluations of its currency against others, is one of the most destructive and feared outcomes in international economics.”

Get Ready for a Weaker U.S. Dollar... And Stronger Gold
Get Ready for a Weaker U.S. Dollar... And Stronger Gold
July 31, 2019

Unemployment in the U.S. is at a half-century low and the S&P 500 is trading at near-record highs. Nevertheless, the Federal Reserve today trimmed interest rates for the first time since the financial crisis on stalled manufacturing growth and an anticipated world economic slowdown.

How Bank Closures Could Be Giving Rise to Digital Currencies
How Bank Closures Could Be Giving Rise to Digital Currencies
July 24, 2019

There may come a time, sooner than you think, when the world economy simply cannot operate to its full potential without bitcoin, Facebook’s proposed Libra or some other large-scale digital currency.

This Mining Company Is Back to Creating Value for Investors
This Mining Company Is Back to Creating Value for Investors
July 8, 2019

I serve as interim CEO and chairman of HIVE Blockchain Technologies, the first publicly-traded company involved in the mining of cryptocurrencies.

Put Your Trust in Gold
Put Your Trust in Gold
June 10, 2019

Americans’ trust in institutions, from the federal government to banks to the news media, has been deteriorating for decades. Sixty years ago, three-quarters of Americans expressed faith in the government to do the right thing “most of the time” or “just about always.”

These 3 Charts Will Convince Investors That Time May Be Running Out
These 3 Charts Will Convince Investors That Time May Be Running Out
May 13, 2019

Before we get to looking at those three charts, I want to talk about trade for a moment. On Friday the Trump administration made good on its threat to raise tariffs on as much as $200 billion worth of Chinese imports to 25 percent from the previous 10 percent.

Copper Well Positioned to Lead the Next Resource Cycle
Copper Well Positioned to Lead the Next Resource Cycle
May 6, 2019

The world is on a path to vast shortages in copper, nickel, lithium and other important minerals that are necessary to build the batteries in electric vehicles. So says Tesla’s global supply manager, according to Reuters.

Hard Truths in Resource Investing, According to Bob Moriarty
Hard Truths in Resource Investing, According to Bob Moriarty
May 1, 2019

The day you start thinking you are smarter than the market, you have made a...

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...

Net Asset Value
as of 08/16/2019

Global Resources Fund PSPFX $4.26 -0.02 Gold and Precious Metals Fund USERX $9.11 -0.19 World Precious Minerals Fund UNWPX $3.15 -0.05 China Region Fund USCOX $8.10 0.13 Emerging Europe Fund EUROX $6.61 -0.04 All American Equity Fund GBTFX $23.99 0.31 Holmes Macro Trends Fund MEGAX $16.86 0.30 Near-Term Tax Free Fund NEARX $2.23 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change