2min chapter

The Market Huddle cover image

Journey to NutStuff (guest: William Nutting)

The Market Huddle

CHAPTER

I've Got a Bar Bell, I Can't Do Without the Building Blocks

I think commodities and energy went to less than two sent of the s and p's weight. And i remember thinking, ou ow, if i got a piece of paper out, and i wrote on the piece of paper, ole o the things in the life that i can do, i can't do without oil onow. I can't dowithout the building blocks for for all this kind of stuff. So the way i was structuring the nutstuff portfolio, which we can talk about later, was was to say, listen, you've got to have this bar bell. You've got to start building contrarii positions in in in forgotten things.

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