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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.

A New Commodities Supercycle Could Be Powering Up After a Long Freeze
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
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.

The Top 5 Most Popular Investment Stories of 2020
The Top 5 Most Popular Investment Stories of 2020
December 30, 2020

Now that 2020 has drawn to a close, I’m revisiting my most popular investment posts of the year, based on views. It was a truly historic 12 months, to say the least, but I won’t be covering everything that happened.  For many of you, that’s probably a good thing.  So without further ado, below are the top five most-read stories of 2020, in descending order.

Base Metals Get Supercharged Thanks to China Rebound
Base Metals Get Supercharged Thanks to China Rebound
December 14, 2020

Industrial metals are well on their way to being among the top performers of 2020, supported by red hot demand from China and global supply concerns.

Copper Bull Run May Only Be Getting Started
Copper Bull Run May Only Be Getting Started
December 3, 2020

Chinese factories signaled their strongest improvement in over a decade.

What's in Trump's Latest Executive Order Against China?
What's in Trump's Latest Executive Order Against China?
November 19, 2020

President Donald Trump signed an executive order banning Americans from investing in a select number of Chinese firms that have ties to China’s military.

Top 10 Countries with Largest Gold Reserves
Top 10 Countries with Largest Gold Reserves
August 25, 2020

Beginning in 2010, central banks around the world  turned from being net sellers of gold to net buyers of gold. In 2019, official  sector activity declined 1 percent from the year prior, with central banks  adding 650.3 tonnes.

Looking for Buying Opportunities After the Historical Selloff
Looking for Buying Opportunities After the Historical Selloff
March 2, 2020

As I write this, the market is officially in correction territory, with the S&P 500 off 14.5 percent from its all-time close on February 19. It took only six days, in fact, for the S&P to fall 10 percent from its high into a correction­­—a new record, according to data from Deutsche Bank Global Research.

Investors Are Piling Into Safe Havens on Coronavirus Fears
Investors Are Piling Into Safe Havens on Coronavirus Fears
February 24, 2020

U.S. factories rebounded strongly in February, suggesting the manufacturing recession may finally be behind us after the industry contracted for six straight months. 

Putting the Coronavirus in Perspective: Hong Kong and Chinese Stocks
Putting the Coronavirus in Perspective: Hong Kong and Chinese Stocks
February 6, 2020

The number of confirmed infections of the coronavirus in mainland China crossed above 24,000 on February 5, having already surpassed the total number of severe acute respiratory syndrome (SARS) cases from 2003

Net Asset Value
as of 03/05/2021

Global Resources Fund PSPFX $6.17 0.06 Gold and Precious Metals Fund USERX $11.54 0.11 World Precious Minerals Fund UNWPX $4.70 No Change China Region Fund USCOX $10.05 0.12 Emerging Europe Fund EUROX $6.27 0.08 All American Equity Fund GBTFX $24.65 No Change Global Luxury Goods Fund USLUX $20.19 0.05 Near-Term Tax Free Fund NEARX $2.24 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change