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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.

Gold Finds Support as Key Inflation Rate Hits a 30-Year High
Gold Finds Support as Key Inflation Rate Hits a 30-Year High
October 4, 2021

Last week the U.S. dollar advanced against a basket of foreign currencies to hit its highest level in about a year. For consumers and importers, this is good news, as it means the greenback offers greater purchasing power.

Gold Maintained Its Haven Status During the Evergrande Selloff
Gold Maintained Its Haven Status During the Evergrande Selloff
September 27, 2021

Evergrande Group, the “too big to fail” Chinese property developer, rattled markets last Monday when it missed interest payments to at least two of its lenders. This gave more than a few investors flashbacks to Lehman Brothers’ demise in 2008, which helped trigger the global financial crisis.

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.

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.

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.

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.

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