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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.

Luxury Sales Turned in a Unusually Strong First Half to the Year. Can the Good Times Last?
Luxury Sales Turned in a Unusually Strong First Half to the Year. Can the Good Times Last?
August 5, 2021

This month, Louis Vuitton turns 200 years old. That’s Louis Vuitton the man, not the company. Born in Jura, France in 1821, the designer opened his first shop in 1854 primarily as a maker of custom travel trunks.

The Race for Copper, the Metal of the Future
The Race for Copper, the Metal of the Future
June 1, 2021

The International Energy Agency (IEA) was founded in 1974 in response to oil embargos the previous year that caused the global price of oil to surge 300% from $3 per barrel to $12 per barrel. From the start, the IEA’s mission has been to help member nations deal with major oil supply disruptions.

Luxury Goods Sales Projected to Recover to 2019 Levels This Year
Luxury Goods Sales Projected to Recover to 2019 Levels This Year
May 27, 2021

A new report published in May says that global sales of luxury goods have a shot at fully recovering to 2019 levels this year. Consultancy firm Bain & Company believes there’s a 30% probability that the luxury market could meet or exceed $340 billion in sales of high-end items such as apparel, handbags and jewelry, which would be the most in two years.

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.

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.

Rethinking Luxury During the Pandemic
Rethinking Luxury During the Pandemic
July 14, 2020

As many of you reading this are aware, our fund family underwent a change recently. On July 1, the Holmes Macro Trends Fund changed its name and strategy to the Global Luxury Goods Fund (USLUX).

What Is a Luxury Good?
What Is a Luxury Good?
June 24, 2020

In the very first episode of Mad Men, the critically acclaimed AMC series about the advertising business in 1960s New York, ad man Don Draper is approached by Rachel Menken, the head of a fictional high-end department store called Menken’s. She wants Don’s help in raising her store’s profile. 

America Will Come Out of This Stronger Than Ever. It's Done It Before
America Will Come Out of This Stronger Than Ever. It's Done It Before
March 26, 2020

This week, residents of San Antonio, Texas, home to U.S. Global Investors, were ordered to work from home, with some exceptions. Like countless people in other parts of the country and world, our team has had to quickly and nimbly adapt to a new normal, and to be innovative in the face of new challenges.

China's Ultra Wealthy Are Dominating the Global Luxury Market
China's Ultra Wealthy Are Dominating the Global Luxury Market
November 13, 2019

It’s hard to believe now, but the very first Singles Day in 2009 generated only about $7 million for Chinese mega-retailer Alibaba. No one could have guessed then that, 10 years later, the 24-hour shopping event would see that sales figure surge to an all-time record of $38.4 billion, an unbelievable multiple of 5,471.

Net Asset Value
as of 10/19/2021

Global Resources Fund PSPFX $6.97 0.04 Gold and Precious Metals Fund USERX $12.25 0.05 World Precious Minerals Fund UNWPX $4.70 0.01 China Region Fund USCOX $8.65 0.20 Emerging Europe Fund EUROX $7.45 0.08 Global Luxury Goods Fund USLUX $24.61 0.04 Near-Term Tax Free Fund NEARX $2.23 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $1.99 No Change