It just might be the most important commodity you’ve never heard of. China alone will burn through more than a billion gallons of it this year, and prices have already risen by 50% since 2016. In the next issue of SRW, I’ll… Read More

“A billion here, a billion there. Pretty soon you’re talking about real money.” That famous quote is attributed to Illinois Senator Everett Dirksen. He was referring to government spending, but it’s a fitting way to describe the massive amounts… Read More

In Tuesday’s update issue, I wrote that I was intending to remove from my portfolio two holdings — Mueller Industries (NYSE: MLI) and AllianceBernstein (NYSE: AB). At the same time, we inadvertently neglected to change the ratings in the portfolio… Read More

National CineMedia (Nasdaq: NCMI) — NCMI shares have been under pressure in recent months due in part to some theaters exiting the firm’s advertising network. So when the company posted soft first-quarter results today, investors weren’t in a forgiving mood. Read More