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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.

Note to Elon: Crypto Miners Are Part of the Solution to Curbing Greenhouse Gas Emissions
Note to Elon: Crypto Miners Are Part of the Solution to Curbing Greenhouse Gas Emissions
May 13, 2021

In a tweet on Wednesday, the self-proclaimed “Technoking of Tesla” said his company—which announced in February that it bought $1.5 billion in Bitcoin—would be suspending vehicle purchases using the cryptocurrency. Musk cited crypto miners’ “increasing” use of fossil fuels, particularly coal, “which has the worst emissions of any fuel.”

No Country Has Ever Taxed Itself into Prosperity
No Country Has Ever Taxed Itself into Prosperity
May 10, 2021

Violent protests have erupted in the streets of Bogota, Cali and other cities in Colombia. The immediate cause? Proposed reforms to the South American country’s tax system, which would have lifted taxes on everything from salaries and dividends to fossil fuels, single-use plastic items and more.

Asset Prices Are Up, Up and Away. Where Are the Value Buying Opportunities?
Asset Prices Are Up, Up and Away. Where Are the Value Buying Opportunities?
May 3, 2021

Stocks are up. Earnings are up. Consumer spending is up. Commodities are up. Food prices are up. Home prices are up. Car prices are up. Cryptos are up.

Top 10 Countries with Largest Gold Reserves
Top 10 Countries with Largest Gold Reserves
April 29, 2021

Central banks have been net buyers of gold for 11 consecutive years. According to World Gold Council (WGC) data, central banks around the world bought 272.9 tonnes of bullion in 2020.

Manufacturers Expand at Fastest Pace in 50 Years, Boosting Commodity Prices
Manufacturers Expand at Fastest Pace in 50 Years, Boosting Commodity Prices
April 19, 2021

A raft of positive economic news was released last week, pointing to a robust ongoing recovery from the pandemic-triggered downturn and adding to the thesis that inflation is set to accelerate.

The Best Business Conditions of the 21st Century?
The Best Business Conditions of the 21st Century?
April 12, 2021

I expect to see another quarter of stock outperformance relative to bonds, though the debt selloff may not be as pronounced in this second quarter as it was in the first.

Asset Managers Cite Inflation as the Number One Market Risk, Displacing COVID-19
Asset Managers Cite Inflation as the Number One Market Risk, Displacing COVID-19
March 29, 2021

There are many signs that inflation is already here, but are we measuring it wrong? The pandemic made millions of Americans take their spending online, where price volatility can be far greater and more rapid.

What Are SPACs, and Why Is Everyone Talking About Them Right Now?
What Are SPACs, and Why Is Everyone Talking About Them Right Now?
March 22, 2021

Also known as blank check companies, special purpose acquisition companies (SPACs) have no explicit business plan other than to acquire or merge with an unspecified private company at some point.

Gold Still Attractive as the Bond Selloff Looks Overdone
Gold Still Attractive as the Bond Selloff Looks Overdone
March 1, 2021

The 10-year government bond yield is now higher than the S&P 500 dividend yield, giving stocks a serious run for their money.

The Top 5 Most Popular Investment Stories of 2020
The Top 5 Most Popular Investment Stories of 2020
December 30, 2020

Now that 2020 has drawn to a close, I’m revisiting my most popular investment posts of the year, based on views. It was a truly historic 12 months, to say the least, but I won’t be covering everything that happened.  For many of you, that’s probably a good thing.  So without further ado, below are the top five most-read stories of 2020, in descending order.

Net Asset Value
as of 05/14/2021

Global Resources Fund PSPFX $6.78 0.10 Gold and Precious Metals Fund USERX $13.58 0.31 World Precious Minerals Fund UNWPX $5.34 0.12 China Region Fund USCOX $9.39 0.15 Emerging Europe Fund EUROX $6.53 0.05 All American Equity Fund GBTFX $24.65 No Change Global Luxury Goods Fund USLUX $22.59 0.44 Near-Term Tax Free Fund NEARX $2.24 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change