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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.

Container Ship Operators Are on a Tear as Freight Rates Skyrocket
Container Ship Operators Are on a Tear as Freight Rates Skyrocket
March 25, 2021

As we come out of the pandemic, many assets are on the rise, including commodities, energy, home valuations and more. With so much economic activity coming back online, it only makes sense that container ship operators will see some of the biggest gains as a result.

Can the U.S. Government Even Afford a Big, Bold Infrastructure Bill?
Can the U.S. Government Even Afford a Big, Bold Infrastructure Bill?
March 8, 2021

America’s infrastructure scored a C-, the first time in 20 years that our “GPA” is out of the D range.

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.

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.

Here's Why You Shouldn't Panic Over China's Factory Slowdown
Here's Why You Shouldn't Panic Over China's Factory Slowdown
March 5, 2020

Chinese manufacturing activity slumped to a record low in February as the coronavirus outbreak temporarily shuttered plants and factories and travel restrictions impacted the supply of labor.

Where to Get Income in a Low-Yield World
Where to Get Income in a Low-Yield World
February 18, 2020

So far in 2020, the yield on the 10-year Treasury has averaged an anemic 0.01 percent when adjusted for inflation. Since the end of January, it’s actually dipped below 0 percent, trading as low as negative 0.14 percent on January 31.

Tariffs Are Having a Bigger Effect on U.S. Manufacturing Than Initially Thought
Tariffs Are Having a Bigger Effect on U.S. Manufacturing Than Initially Thought
January 8, 2020

The U.S. manufacturing sector contracted for the fifth straight month in December, with the monthly reading from the Institute for Supply Management (ISM) hitting its weakest point in more than 10 years. 

Here's What the Trucking Industry Could Learn From Airlines
Here's What the Trucking Industry Could Learn From Airlines
December 18, 2019

This year alone, nearly 800 U.S.-based trucking companies have gone bankrupt. That’s almost three times the rate as in 2018, when things were looking remarkably positive.

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