U.S. Global Investors [www.usfunds.com]

JT Long of Streetwise’s The Gold Report talks with Frank Holmes and portfolio manager Ralph Aldis about whether or not it’s the right time for investors to get back into gold after the precious metals market has been depressed for a few years now. Frank says there are two pillars of demand that help his team determine whether the timing is right: the Fear Trade and the Love Trade. In particular Frank explains gold’s inverse relationship with interest rates and how its demand is reflected during gift-giving holidays overseas.

Ralph Aldis updates JT on the performance of several of his favorite mining names, including some specific names in Australia that he is very happy with.

Read the entire interview here to get the full insight from Frank and Ralph.


Read the Interview


Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.

Gold, precious metals, and precious minerals funds may be susceptible to adverse economic, political or regulatory developments due to concentrating in a single theme. The prices of gold, precious metals, and precious minerals are subject to substantial price fluctuations over short periods of time and may be affected by unpredicted international monetary and political policies. We suggest investing no more than 5% to 10% of your portfolio in these sectors.

Fund portfolios are actively managed, and holdings may change daily. Holdings are reported as of the most recent quarter-end. Holdings in the Gold and Precious Metals Fund, Global Resources Fund and World Precious Minerals Fund as a percentage of net assets as of 09/30/2015: Agnico Eagle Mines Ltd (Gold and Precious Metals Fund 4.45%, World Precious Minerals Fund 0.95%), AuRico Gold Inc. 0.00%, Barrick Gold Corp (0.00%), Barsele Minerals Corp (World Precious Minerals Fund 1.59%), Cardinal Resources Ltd (World Precious Minerals Fund 1.11%), Claude Resources Inc. (Gold and Precious Metals Fund 2.74%, World Precious Minerals Fund 1.33%), Coeur Mining Inc. 0.00%, Comstock Mining Inc. (Gold and Precious Metals Fund 2.37%, World Precious Minerals Fund 1.68%), Crocodile Gold Corp 0.00%, Eldorado Gold Corp (Gold and Precious Metals Fund 0.02%, World Precious Minerals Fund 0.02%), Fresnillo Plc 0.00%, Goldcorp Inc. 0.00%, Integra Gold Corp (World Precious Minerals Fund 0.63%), Kirkland Lake Gold Inc. (Gold and Precious Metals Fund 3.66%, World Precious Minerals Fund 1.17%), Klondex Mines Ltd (Global Resources Fund 3.79%, Gold and Precious Metals Fund 16.91%, World Precious Minerals Fund 17.76%), Lake Shore Gold Corp (Gold and Precious Metals Fund 4.43%, World Precious Minerals Fund 2.27%), Macquarie Bank 0.00%, Market Vectors Junior Gold Miners ETF 0.00%, Newmarket Gold Inc. (Gold and Precious Metals Fund 1.87%, World Precious Minerals Fund 1.25%), Northern Star Resources Ltd (Gold and Precious Metals Fund 5.00%, World Precious Minerals Fund 0.65%), Orex Minerals Inc. (World Precious Minerals Fund 1.41%), Richmont Mines Inc. (Global Resources Fund 0.27%, Gold and Precious Metals Fund 2.79%, World Precious Minerals Fund 1.99%), Rio Alto Mining 0.00%, Rye Patch Gold Corp (World Precious Minerals Fund 0.74%), Shahuindo 0.00%, St Barbara Ltd (Gold and Precious Metals Fund 4.70%, World Precious Minerals Fund 2.14%), Tahoe Resources Inc. (Gold and Precious Metals Fund 0.34%).

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