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Frank Talk, a CEO Blog by Frank Holmes

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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.

Inflation Is Coming for Your Wealth. Here's What Investors Can Do About It
February 25, 2021: Inflation is back on investors' minds lately, and some may be wondering how to position their portfolios to confront this potential new scourge.

A New Commodities Supercycle Could Be Powering Up After a Long Freeze
February 22, 2021: As many of you know, I grew up in Toronto, where winters can be brutally cold. Like most people who live in northern U.S. states, I’m accustomed to driving on snowy, icy roads. But then, roads in the north are plowed, sanded and salted when there’s snowfall. With rare exception, the roads here in sunny San Antonio, Texas, do not see that kind of maintenance. There are no snow plows or salt trucks. Driving, then, can be several times more precarious when we get the kind of extreme weather that hit us last week.

Asian Stocks Have Momentum in The Year of the Ox
February 17, 2021: In pre-pandemic years, the Lunar New Year has been an opportunity for individuals and families to travel and visit loved ones. Millions of Chinese people took as many as 3 billion trips in early 2019, representing the largest annual human migration in history.

Tesla Just Bought $1.5 Billion Worth of Bitcoin. Is Apple Next?
February 9, 2021: Tesla intends to start accepting Bitcoin as a form of payment. No word on gold or other precious metals, though...

5 Reasons Airline Stocks Could Be a Buy in 2021
February 4, 2021: Commercial aviation still has some challenging times ahead of it, but I believe the worst is behind us, meaning now may be an opportune time to get exposure.

Reddit Investors Who Played GameStop Are Now Upvoting Silver
February 1, 2021: The Reddit-fueled rally has drastically impacted price discovery in not just GameStop but other underdog stocks as well. Shares of movie theater operator AMC Entertainment, Bed Bath & Beyond, BlackBerry and Tootsie Roll Industries have also popped. Now it's silver.

Precious Metals Outlook 2021: Renewable Energy Will Be a Key Driver
January 27, 2021: 2020 marked the fifth straight year of positive gains for the yellow metal. In the past 15 years, gold has been up 80% of the time, a remarkable track record.

The Gold Standard Ended 50 Years Ago. Federal Debt Has Only Exploded Since
January 25, 2021: In the years since the end of the gold standard, there’s been a significant lack of discipline in government spending. Today, the federal debt is closing in on an astronomical $28 trillion, which is more than 130% of the size of the U.S. economy.

Why Are People Switching from WhatsApp to Signal? It's All About Privacy
January 19, 2021: The social media crackdowns have helped fuel people’s search for alternative communications platforms. One of those alternatives is Signal, a little-known messaging service that first debuted in 2014.

Silver Was the Top Performing Commodity in 2020. Will Copper Be Next?
January 11, 2021: Precious metals did well overall. Silver stood as the top performing commodity, up nearly 48%, its best year since 2010, when it rose over 80%.

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Net Asset Value
as of 02/26/2021

Global Resources Fund PSPFX $6.37 -0.05

Gold and Precious Metals Fund USERX $11.71 -0.35

World Precious Minerals Fund UNWPX $4.88 -0.06

China Region Fund USCOX $10.40 -0.25

Emerging Europe Fund EUROX $6.10 -0.08

All American Equity Fund GBTFX $24.65 No Change

Global Luxury Goods Fund USLUX $20.29 -0.06

Near-Term Tax Free Fund NEARX $2.24 No Change

U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change

Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by clicking here or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Foreside Fund Services, LLC, Distributor. U.S. Global Investors is the investment adviser.

Read additional important information.

Bond funds are subject to interest-rate risk; their value declines as interest rates rise. Tax-exempt income is federal income tax free. A portion of this income may be subject to state and local income taxes, and if applicable, may subject certain investors to the Alternative Minimum Tax as well. The Near-Term Tax Free Fund may invest up to 20% of its assets in securities that pay taxable interest. Income or fund distributions attributable to capital gains are usually subject to both state and federal income taxes. The tax free funds may be exposed to risks related to a concentration of investments in a particular state or geographic area. These investments present risks resulting from changes in economic conditions of the region or issuer.

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.

Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. By investing in a specific geographic region, a regional fund’s returns and share price may be more volatile than those of a less concentrated portfolio.

The Emerging Europe Fund invests more than 25% of its investments in companies principally engaged in the oil & gas or banking industries. The risk of concentrating investments in this group of industries will make the fund more susceptible to risk in these industries than funds which do not concentrate their investments in an industry and may make the fund’s performance more volatile.

Because the Global Resources Fund concentrates its investments in a specific industry, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries.

Stock markets can be volatile and share prices can fluctuate in response to sector-related and other risks as described in the fund prospectus.

Morningstar Ratings are based on risk-adjusted return. The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Past performance does not guarantee future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating? based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)

Each of the mutual funds or services referred to in the U.S. Global Investors, Inc. website may be offered only to persons in the United States. This website should not be considered a solicitation or offering of any investment product or service to investors residing outside the United States.

Certain materials on the site may contain dated information. The information provided was current at the time of publication. For current information regarding any of the funds mentioned in such materials, please visit the fund performance page.

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All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

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