“Stuff Stocks”January 30 (King World News) – Jeffrey Saut, Chief Investment Strategist at Raymond James: The year was 2001 and the month was December. That was when China joined the World Trade Organization (WTO). At the time, we had deduced that given the WTO hookup, Chinese per capita income would rise and the Chinese would consume more “stuff.” It was none other than Maria Bartiromo that credited us for the term “stuff stocks.” As my pal Dennis Gartman, of the Gartman Letter says, “That would be anything that if you drop it on your foot it hurts!” We subsequently bought stocks that played to things like base metals, precious metals, soybeans, fertilizer, energy, agriculture, well you get the idea. We stepped off that theme with the Dow Theory “sell signal” of November 21, 2007, when we wanted to raise cash, and have not really embraced that theme again until recently.Over the past few months we have suggested there is the potential for another secular bull market in “stuff stocks,” and we are not the only ones…"
at https://kingworldnews.com/a-massive-secular-bull-market-just-got-started-that-is-going-to-send-gold-silver-prices-skyrocketing/
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