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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.

When Will Business Travel Recover? Sooner Than You Might Think
When Will Business Travel Recover? Sooner Than You Might Think
June 21, 2021

More than 2.1 million people boarded scheduled flights in the U.S. on Sunday, a 160% improvement from where we were at the beginning of the year. Leisure travel is mostly back as California and New York reopen their economies and as the European Union (EU) formally adds the U.S. to its list of countries approved for entry.

Can't Decide Between Gold or Bitcoin? Why Not Both?
Can't Decide Between Gold or Bitcoin? Why Not Both?
June 17, 2021

Two years ago this month, the billionaire hedge fund manager said that was his favorite trade in the next 12 to 24 months due to geopolitical disruptions, among other factors. The yellow metal “has everything going for it,” he told Bloomberg.

Transitory or Not, Inflation Is Here. It Could Be Much Higher Than You Realize
Transitory or Not, Inflation Is Here. It Could Be Much Higher Than You Realize
June 14, 2021

I’ve been writing about the possibility of higher inflation for months, and now it looks to have finally made landfall. May’s headline consumer price index (CPI) came in at 5% year-over-year, the highest in over a decade.

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.

Net Asset Value
as of 07/30/2021

Global Resources Fund PSPFX $6.54 -0.04 Gold and Precious Metals Fund USERX $13.16 No Change World Precious Minerals Fund UNWPX $5.03 -0.02 China Region Fund USCOX $8.82 -0.05 Emerging Europe Fund EUROX $6.65 -0.04 Global Luxury Goods Fund USLUX $24.30 -0.15 Near-Term Tax Free Fund NEARX $2.25 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change