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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 Is Within Striking Distance of Its All-Time High. Here's How to Play the Rally
Gold Is Within Striking Distance of Its All-Time High. Here's How to Play the Rally
July 23, 2020

Once gold breeches the important $1,900 resistance level, I believe the sky’s the limit.

How Robinhood Investors Beat Buffett at His Own Game
How Robinhood Investors Beat Buffett at His Own Game
July 20, 2020

If you’ve listened in to some of my interviews or online presentations since the start of the pandemic, you may have heard me discuss Robinhood, the no-commission trading app favored by millennials. According to the company, the median age of users is 31. Many are first-time investors.

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).

Precious Metals Were the Winners in H1 2020... And It Wasn't Even Close
Precious Metals Were the Winners in H1 2020... And It Wasn't Even Close
July 13, 2020

Every year around this time, we check in with raw materials for our popular commodities halftime report. This year, it wasn’t even a competition.

American Exceptionalism Is Real
American Exceptionalism Is Real
July 6, 2020

Nearly 120 years ago, an American engineer named Willis Carrier invented the very first electrical air conditioner. The device was such a hit that he founded the Carrier Corporation in 1915 to meet demand, making it the world’s first HVAC (heating, ventilating and air conditioning) company.

3 Charts on the State of the U.S. Airline, Restaurant and Hotel Industries
3 Charts on the State of the U.S. Airline, Restaurant and Hotel Industries
July 1, 2020

As you may have already heard, the European Union (EU) just released its list of 15 countries that are permitted to visit the 27-country bloc starting today, and the U.S. was not among them. 

This Could Be the "Perfect Storm" that Pushes Gold to a New Record High
This Could Be the "Perfect Storm" that Pushes Gold to a New Record High
June 29, 2020

A “perfect storm” of surging government debt levels, plunging real bond yields, rising coronavirus cases and deteriorating economic forecasts pushed the price of gold to an eight-year high last week, and some analysts now project the metal to top its all-time high within the next 12 months.

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. 

Are We Heading for a Second Wave of Lockdowns?
Are We Heading for a Second Wave of Lockdowns?
June 22, 2020

California, which now requires mask-wearing outside of the home, had its biggest one-day jump in infections. Arizona, Florida and Texas are also turning into new hotspots.

Record Spending and Money-Printing Puts Markets in Uncharted Waters
Record Spending and Money-Printing Puts Markets in Uncharted Waters
June 18, 2020

Back in March, I predicted that the total U.S. economic response to the COVID-19 crisis would be at least $10 trillion.

Net Asset Value
as of 11/25/2020

Global Resources Fund PSPFX $5.33 0.05 Gold and Precious Metals Fund USERX $12.23 0.25 World Precious Minerals Fund UNWPX $4.72 0.10 China Region Fund USCOX $9.40 -0.27 Emerging Europe Fund EUROX $6.01 0.04 All American Equity Fund GBTFX $24.38 0.09 Global Luxury Goods Fund USLUX $19.42 0.04 Near-Term Tax Free Fund NEARX $2.25 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change