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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.

Gold Miners Recorded Record High Margins in 2020
Gold Miners Recorded Record High Margins in 2020
March 30, 2021

Gold producers had their most profitable year ever in 2020, based on average all-in-sustaining cost (AISC) margin. For every ounce of gold a mining company produced last year, it got to pocket $828 on average.

Asset Managers Cite Inflation as the Number One Market Risk, Displacing COVID-19
Asset Managers Cite Inflation as the Number One Market Risk, Displacing COVID-19
March 29, 2021

There are many signs that inflation is already here, but are we measuring it wrong? The pandemic made millions of Americans take their spending online, where price volatility can be far greater and more rapid.

Container Ship Operators Are on a Tear as Freight Rates Skyrocket
Container Ship Operators Are on a Tear as Freight Rates Skyrocket
March 25, 2021

As we come out of the pandemic, many assets are on the rise, including commodities, energy, home valuations and more. With so much economic activity coming back online, it only makes sense that container ship operators will see some of the biggest gains as a result.

What Are SPACs, and Why Is Everyone Talking About Them Right Now?
What Are SPACs, and Why Is Everyone Talking About Them Right Now?
March 22, 2021

Also known as blank check companies, special purpose acquisition companies (SPACs) have no explicit business plan other than to acquire or merge with an unspecified private company at some point.

Millennial Airline Investors Are Up Double Since Buffett's Departure
Millennial Airline Investors Are Up Double Since Buffett's Departure
March 18, 2021

Take the stock market. Stuck at home and $1,200 richer thanks to the first coronavirus relief bill, millions of millennials and Gen Zers tried their hand at investing for the very first time. It’s estimated that some 10 million new brokerage accounts were opened in 2020, a record. Robinhood, the commission-free trading app, signed up 3 million new users in the first four months alone.

Get Ready for a Great American Travel and Spending Boom
Get Ready for a Great American Travel and Spending Boom
March 15, 2021

We could see the start of a demand-driven economic boom as millions of Americans, newly vaccinated and $1,400 richer, make up for lost time by booking flights and vacations.

Are Luxury Stocks a Better Investment Than Designer Handbags and Fine Wines?
Are Luxury Stocks a Better Investment Than Designer Handbags and Fine Wines?
March 11, 2021

Designer handbags have gained acceptance as alternative investments along with art, fine wines, classic cars and other tangible assets. The problem is, these types of assets can have huge risks.

Can the U.S. Government Even Afford a Big, Bold Infrastructure Bill?
Can the U.S. Government Even Afford a Big, Bold Infrastructure Bill?
March 8, 2021

America’s infrastructure scored a C-, the first time in 20 years that our “GPA” is out of the D range.

How Battery Metals Have Helped Us Outperform During the Slump in Gold Price
How Battery Metals Have Helped Us Outperform During the Slump in Gold Price
March 4, 2021

Gold hasn’t been getting much love from investors lately due to rising bond yields, and bullion-backed gold mutual funds and ETFs have seen significant outflows so far this year through the end of February.

Gold Still Attractive as the Bond Selloff Looks Overdone
Gold Still Attractive as the Bond Selloff Looks Overdone
March 1, 2021

The 10-year government bond yield is now higher than the S&P 500 dividend yield, giving stocks a serious run for their money.

Net Asset Value
as of 05/07/2021

Global Resources Fund PSPFX $6.97 0.16 Gold and Precious Metals Fund USERX $13.73 0.10 World Precious Minerals Fund UNWPX $5.49 0.09 China Region Fund USCOX $9.76 -0.09 Emerging Europe Fund EUROX $6.54 0.07 All American Equity Fund GBTFX $24.65 No Change Global Luxury Goods Fund USLUX $22.98 0.26 Near-Term Tax Free Fund NEARX $2.25 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change