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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.

What Some People Are Doing (and Not Doing) to Prepare for Retirement Without Social Security
What Some People Are Doing (and Not Doing) to Prepare for Retirement Without Social Security
September 7, 2021

Social Security is in worse shape than we thought. The program’s Old-Age and Survivors Insurance (OASI) Trust Fund is now expected to be insolvent by 2033, a year earlier than anticipated.

Legendary Investor Mark Mobius Endorses the 10% Golden Rule
Legendary Investor Mark Mobius Endorses the 10% Golden Rule
September 1, 2021

Mark Mobius, the legendary emerging markets investor, says that 10% of investors’ portfolios should be in gold in anticipation of currency devaluation as a result of unprecedented stimulus measures.

Afghanistan Is Sitting on a Gold Mine. Literally
Afghanistan Is Sitting on a Gold Mine. Literally
August 30, 2021

The country sits atop what could be one of the world’s largest reserves of various metals and minerals, including not just gold but also platinum, silver, copper, iron, aluminum and uranium. It’s believed to have so much lithium, an increasingly important metal that’s widely used in battery technology, that Afghanistan could one day be known as the “Saudi Arabia of lithium,” according to a 2010 memo by the U.S. Department of Defense.

Airline Stocks Have Been Surprisingly Resilient During the Health Crisis
Airline Stocks Have Been Surprisingly Resilient During the Health Crisis
August 26, 2021

It’s no secret. The highly transmissible delta variant of Covid-19 has stalled the recovery of commercial air travel and weakened bookings in July and August, which have traditionally been among airlines’ busiest months of the year. What’s more, higher oil prices could be an additional headwind for carriers.

Gold, an "Attractive Insurance Policy"
Gold, an "Attractive Insurance Policy"
August 23, 2021

After 20 years, the longest war in U.S. history is finally coming to a (clumsily handled) close. The war on Afghanistan’s opium poppy production, on the other hand, looks set to escalate, at a potentially great expense to taxpayers.

10 Takeaways from My Chat with Michael Saylor
10 Takeaways from My Chat with Michael Saylor
August 19, 2021

Many of you tuned in this week to watch the conversation between me and Michael Saylor, founder and CEO of business intelligence company MicroStrategy. More recently, the MIT grad has become a major Bitcoin evangelist, regularly appearing at conferences and on financial news programs to discuss the significance of the first and biggest crypto

Decrypting Bitcoin and Gold
Decrypting Bitcoin and Gold
August 16, 2021

As I discussed in a Frank Talk last week, the Senate just approved a $1 trillion infrastructure bill that’s now the business of the House. Among the parts of the bill that I seriously hope lawmakers will consider amending is the part that creates new tax reporting requirements for the cryptocurrency industry.

Commodities Could Get a Boost from $1 Trillion Infrastructure Plan
Commodities Could Get a Boost from $1 Trillion Infrastructure Plan
August 12, 2021

It may be time for investors to take a serious look at commodities and raw materials. A bipartisan $1 trillion infrastructure spending bill cleared the Senate on Tuesday and now awaits approval from the House when members return to Washington next month.

How to Participate in the Coming Electric Vehicle (EV) Boom
How to Participate in the Coming Electric Vehicle (EV) Boom
August 9, 2021

In 1905, the first gas pump appeared in St. Louis, Missouri, to meet the fueling demands of a rapidly growing number of motorists. Before this innovation, which resembled a handheld water pump, people topped off their cars with gasoline they purchased in cans at the pharmacy or hardware store.

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.

Net Asset Value
as of 10/22/2021

Global Resources Fund PSPFX $6.96 0.05 Gold and Precious Metals Fund USERX $12.52 0.14 World Precious Minerals Fund UNWPX $4.80 0.08 China Region Fund USCOX $8.62 0.04 Emerging Europe Fund EUROX $7.43 0.06 Global Luxury Goods Fund USLUX $25.19 0.26 Near-Term Tax Free Fund NEARX $2.23 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $1.99 No Change