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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.

Why We're Bullish on Russia and Eastern Europe Right Now
Why We're Bullish on Russia and Eastern Europe Right Now
September 21, 2021

After a challenging 2020 due to the pandemic, foreign direct investment (FDI) has been flowing into Russia this year for a number of reasons. Among them is it offers positive real rates compared to other Central and Eastern European (CEE) countries.

Where's the Yield? Don't Look to Crypto Lending, at Least Not Yet
Where's the Yield? Don't Look to Crypto Lending, at Least Not Yet
September 13, 2021

With real rates trading below zero right now, many yield-starved investors are being forced into riskier and riskier assets, including high-yield junk bonds. But even these are no longer offering a positive real return, what with inflation at multiyear highs.

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.

The Metaverse: What Every Early-Stage Investor Needs to Know
The Metaverse: What Every Early-Stage Investor Needs to Know
August 2, 2021

A true metaverse, as seen in Ready Player One or Tron, may still be a few years away. In the meantime, Facebook and other pioneers are busy laying the groundwork for a future that permits families, friends, coworkers and more to meet and interact in shared digital spaces that look and feel authentic.

Cuba and Venezuela Offer Cautionary Tales of Socialism
Cuba and Venezuela Offer Cautionary Tales of Socialism
July 26, 2021

For the past decade, citizens of Latin American countries have grown bolder in protesting their governments’ failed socialist policies. We’ve seen unrest in, among other states, Venezuela, Chile and Colombia, but until recently, we hadn’t heard a peep from Cuba, which has been under communist rule since Fidel Castro’s revolution in 1959.

Investors' Risk Appetite Is at an All-Time High. That Could Be a Problem
Investors' Risk Appetite Is at an All-Time High. That Could Be a Problem
July 22, 2021

Two months. That’s how long the pandemic-triggered recession lasted, from February to April 2020, making it the shortest economic downturn in U.S. history, according to the National Bureau of Economic Research’s (NBER) Business Cycle Dating Committee.

Gold Is Catching a Bid on Pandemic and Inflation Fears. Are You Participating?
Gold Is Catching a Bid on Pandemic and Inflation Fears. Are You Participating?
July 12, 2021

Gold notched its third straight week of higher prices as the yield on the 10-year Treasury dipped below 1.3% for the first time since February. The highly transmissible Delta variant was also ruled the most dominant strain of coronavirus in the U.S., threatening economic growth and raising uncertainty about the next interest rate hike.

Bitcoin Mining Uses a Higher Mix of Sustainable Energy Than Any Major Country or Industry
Bitcoin Mining Uses a Higher Mix of Sustainable Energy Than Any Major Country or Industry
July 6, 2021

Last Thursday, HIVE Blockchain Technologies listed on Nasdaq (HVBT), providing U.S. investors access to Bitcoin and Ether mining.

As many of you know, HIVE became the first crypto miner to be traded publicly when it debuted on the TSX Venture almost four years ago. Its uplisting to Nasdaq, the world’s premiere tech stock exchange, represents the culmination of months of hard work by our team. I want to thank shareholders for their loyalty and patience.

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