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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.

A New Commodities Supercycle Could Be Powering Up After a Long Freeze
A New Commodities Supercycle Could Be Powering Up After a Long Freeze
February 22, 2021

As many of you know, I grew up in Toronto, where winters can be brutally cold. Like most people who live in northern U.S. states, I’m accustomed to driving on snowy, icy roads. But then, roads in the north are plowed, sanded and salted when there’s snowfall. With rare exception, the roads here in sunny San Antonio, Texas, do not see that kind of maintenance. There are no snow plows or salt trucks. Driving, then, can be several times more precarious when we get the kind of extreme weather that hit us last week.

Precious Metals Outlook 2021: Renewable Energy Will Be a Key Driver
Precious Metals Outlook 2021: Renewable Energy Will Be a Key Driver
January 27, 2021

2020 marked the fifth straight year of positive gains for the yellow metal. In the past 15 years, gold has been up 80% of the time, a remarkable track record.

Silver Was the Top Performing Commodity in 2020. Will Copper Be Next?
Silver Was the Top Performing Commodity in 2020. Will Copper Be Next?
January 11, 2021

Precious metals did well overall. Silver stood as the top performing commodity, up nearly 48%, its best year since 2010, when it rose over 80%.

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.

Base Metals Get Supercharged Thanks to China Rebound
Base Metals Get Supercharged Thanks to China Rebound
December 14, 2020

Industrial metals are well on their way to being among the top performers of 2020, supported by red hot demand from China and global supply concerns.

Copper Bull Run May Only Be Getting Started
Copper Bull Run May Only Be Getting Started
December 3, 2020

Chinese factories signaled their strongest improvement in over a decade.

Are Commodities Setting Up for a 2021 Bull Market?
Are Commodities Setting Up for a 2021 Bull Market?
October 26, 2020

Goldman Sachs forecasts a potential commodities rally in 2021. Analysts see the price of gold averaging $2,300 an ounce, while silver is projected to average $30 an ounce.

Rare Earth Metals Get the Presidential Treatment
Rare Earth Metals Get the Presidential Treatment
October 7, 2020

President Trump has declared rare earth metals a national emergency and asks that the U.S develop a “commercially viable” mineral supply chain that does not depend on imports from China or elsewhere.

Markets Have Outperformed When a President Seeks Reelection
Markets Have Outperformed When a President Seeks Reelection
August 12, 2020

By now you’ve all heard the news. Joe Biden, the Democrats’ presumptive nominee for president, has selected as his running mate Kamala Harris, junior senator from California and the state’s former attorney general.

Precious Metals Were the Winners in H1 2020... And It Wasn't Even Close
Precious Metals Were the Winners in H1 2020... And It Wasn't Even Close
July 13, 2020

Every year around this time, we check in with raw materials for our popular commodities halftime report. This year, it wasn’t even a competition.

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