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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.

Global Manufacturers Just Shrank for the First Time in Seven Years
Global Manufacturers Just Shrank for the First Time in Seven Years
June 4, 2019

Perhaps surprising no one, global manufacturers are now in contraction mode for the first time since 2012. That’s according to the most recent reading of the sector’s health, the purchasing manager’s index (PMI), which headed lower for a record 13th straight month in May.

Will Trump Be a One-Term President Because of Mexican Tariffs?
Will Trump Be a One-Term President Because of Mexican Tariffs?
June 3, 2019

“Tariff Man” strikes again. In a surprise tweet last Thursday, President Donald Trump announced that, beginning June 10, the U.S. would impose a 5 percent tariff on all goods coming into the U.S. from Mexico “until such time as illegal migrants coming through Mexico, and into our Country, STOP.” The tariff is scheduled to rise incrementally to a hefty 25 percent through October.

Should Investors Get Excited About Rare Earth Metals?
Should Investors Get Excited About Rare Earth Metals?
May 30, 2019

Terbium is used to make flat-panel displays. Thulium can be found in your microwave. Dysprosium demand is growing with increased production of wind turbines and electric vehicles.

DOUBLE WHAMMY: Fed Policy and the U.S.-China Trade War
DOUBLE WHAMMY: Fed Policy and the U.S.-China Trade War
May 28, 2019

Markets were decisively in “risk-off” mode last week. Following weak manufacturing news last Thursday, the yield on the 10-year Treasury sunk to its lowest level since October 2017. The spread between the 10-year yield and three-month yield, in fact, inverted once again, with the shorter-term bond yield higher by 6 basis points.

How to Unrig the Gold Market, According to GATA's Chris Powell
How to Unrig the Gold Market, According to GATA's Chris Powell
May 21, 2019

In an earlier post, I gave you a sneak preview of my interview with Chris Powell, secretary/treasurer at Gold Anti-Trust Action Committee (GATA). For 20 years now, Chris and others at GATA have made it their mission to expose collusion by international financial institutions to control the price and supply of gold.

Yes, Gold Is Being Manipulated. But to What Extent?
Yes, Gold Is Being Manipulated. But to What Extent?
May 20, 2019

Last week the European Commission announced that it’s fining five big banks for rigging the international foreign exchange (forex) market. As many as 11 world currencies—including the euro, British pound, Japanese yen, and U.S. dollar—were allegedly manipulated by traders working at Barclays, the Royal Bank of Scotland (RBS), Citigroup, JPMorgan and Japan’s MUFG Bank.

3 Mining Stocks for Investors Seeking Gold Exposure
3 Mining Stocks for Investors Seeking Gold Exposure
May 14, 2019

As the U.S.-China trade spat drags on, so too could the stock market volatility that has accompanied it so far this month. The S&P 500 and Dow Jones Industrial Average both fell 2.4 percent on May 13 – their worst days since January. The longer trade negotiations remain ongoing, the longer the geopolitical and economic risks remain.

These 3 Charts Will Convince Investors That Time May Be Running Out
These 3 Charts Will Convince Investors That Time May Be Running Out
May 13, 2019

Before we get to looking at those three charts, I want to talk about trade for a moment. On Friday the Trump administration made good on its threat to raise tariffs on as much as $200 billion worth of Chinese imports to 25 percent from the previous 10 percent.

How to Limit Your Exposure to the U.S.-China Trade War
How to Limit Your Exposure to the U.S.-China Trade War
May 9, 2019

The U.S. economy is growing at one of the fastest rates in the developed world right now, and unemployment hit a nearly 50-year low of 3.6 percent in April. Under normal circumstances, this should boost demand for domestic equities. Some investors, however, are hesitant to participate due to escalating trade tensions between the U.S. and China, among other factors.

Copper Well Positioned to Lead the Next Resource Cycle
Copper Well Positioned to Lead the Next Resource Cycle
May 6, 2019

The world is on a path to vast shortages in copper, nickel, lithium and other important minerals that are necessary to build the batteries in electric vehicles. So says Tesla’s global supply manager, according to Reuters.

Net Asset Value
as of 09/20/2019

Global Resources Fund PSPFX $4.46 No Change Gold and Precious Metals Fund USERX $8.94 0.16 World Precious Minerals Fund UNWPX $3.27 0.05 China Region Fund USCOX $8.40 -0.11 Emerging Europe Fund EUROX $7.05 -0.03 All American Equity Fund GBTFX $24.81 -0.14 Holmes Macro Trends Fund MEGAX $16.91 -0.13 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change