Share this page with your friends:

Print

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.

The Math Is on Investors' Side
The Math Is on Investors' Side
June 15, 2020

Most baseball fans know that the New York Yankees is the winningest team in MLB history. Of the 18,426 games it’s played since 1901, it’s won 10,378, or about 57 percent of them.

Why We're Overweighting Renewable Energy
Why We're Overweighting Renewable Energy
June 11, 2020

It may not feel like it, but West Texas Intermediate (WTI)  oil just posted its best month on record. The American benchmark for crude soared  more than 88 percent in May, from $18.84 per barrel to $35.50, as businesses  cautiously began to reopen and people returned to work following the  coronavirus lockdown.

Airline Stocks Just Posted Their Best Week on Record
Airline Stocks Just Posted Their Best Week on Record
June 8, 2020

Warren Buffett “should have kept airline stocks because the airline stocks went through the roof today,” President Trump said. It’s a good thing that investors chose not to follow Buffett’s lead, as airline stocks are up 50% since his exit.

Emerging Technologies to Drive Silver Demand
Emerging Technologies to Drive Silver Demand
June 4, 2020

The price of silver soared in May, jumping more than 19  percent on safe haven demand as well as increased expectations of a swift  economic recovery, given its many applications.

Growth Is Crushing Value Right Now, but Remember to Take a Long-Term Horizon
Growth Is Crushing Value Right Now, but Remember to Take a Long-Term Horizon
May 27, 2020

Investors are betting on growth stocks over value stocks by a wider spread right now than at any other time since at least 1990, including during the tech bubble.

You Can't Just Print More Gold
You Can't Just Print More Gold
May 26, 2020

“I think there is a strong likelihood we will need another bill.”

That’s according to Treasury Secretary Steven Mnuchin, who supports additional fiscal stimulus to combat the economic impact of the novel coronavirus—within reason.

Bitcoin Is "Right Where Oil Was in 1890"
Bitcoin Is "Right Where Oil Was in 1890"
May 18, 2020

Last week I was honored to participate in the first virtual Consensus cryptocurrency conference, hosted by CoinDesk. In years past, the annual gathering—attended by the world’s biggest crypto and blockchain companies, experts, entrepreneurs and investors—has been held in New York, but in an effort to curb the spread of the coronavirus, everything was moved online.

Electric Vehicle Sales Are Surging. Can Mineral Producers Meet Future Demand?
Electric Vehicle Sales Are Surging. Can Mineral Producers Meet Future Demand?
May 14, 2020

Elon Musk isn’t known for playing by the rules. The 48-year-old tech billionaire got himself into hot water with regulators a couple of years ago by tweeting that he was “considering taking Tesla private at $420. Funding secured.” (At its 52-week high in February, the company’s stock traded at more than double that amount.) 

Gold Royalty Companies Report a Solid First Quarter on Higher Metal Prices
Gold Royalty Companies Report a Solid First Quarter on Higher Metal Prices
May 11, 2020

U.S. employers cut an unprecedented 20.5 million jobs in April, the most in history, while the unemployment rate rocketed up to 14.7 percent. As of last week, a head-spinning 33.5 million Americans, or one out of every five workers in the U.S. labor force, have lost their jobs as a result of coronavirus lockdown measures.

Why Buffett Was Wrong to Dump Airlines
Why Buffett Was Wrong to Dump Airlines
May 6, 2020

Warren Buffett is arguably the most respected and accomplished investor in U.S. history. He turned Berkshire Hathaway, a struggling textile company, into a multibillion-dollar holding company. Since 1987, Berkshire’s Class A shares have delivered an impressive compound average growth rate (CAGR) of 14.91 percent.

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