An Ideal Play for a Volatile Market

There’s some interesting news coming out of one of our most iconic holdings this week. CME Group (CME) is the king of futures and options contracts. Its services help the financial world go ’round. We first got into the play in 2020 as a hedge against inflation. The move has paid off. The company has … Continued

Energy’s Best Kept Secret

Greetings from Ghent, Belgium… Europe’s best kept secret. The view from the nearby port tells us much about the world. Piles and piles of cars sit waiting to hitch a ride to their new homes. Containers are piled up sky-high on the docks. And, in a hint at the reason I’m here, windmills stretch across … Continued