His Compulsion
By David Dittman | March 02, 2019 | Dear Economy & Markets Subscriber, Thanks for taking time to read Economy & Markets. That you're with us on a Saturday suggests you're a little more curious than the average investor. That you really want to learn something new. I've been in this business – financial newsletters – for 15 years. And I've done some interesting things. That includes a decade-long sidekick-gig with one of the industry's low-key legends. I eventually succeeded my main mentor, graduating from "managing editor" to "chief investment strategist" and holding it together long enough to earn us a place on this list: 10 investment newsletters to read besides Buffett's. What struck me most during my time working with Roger Conrad, the guy who founded No. 10 on that list, was his desire to understand and to help others understand how to invest. No matter how many people raised hands during, or gathered around after, public presentations, Roger was always there for all of them. We'd literally drag him away from talking about stuff like the potential impact of rooftop solar on electric utility usage or how rising interest rates will affect share prices of dividend-paying stocks. It was almost a compulsion, his curiosity, about his subject matter and about people. It's something I also see in John Del Vecchio, who you know as the editor of Hidden Profits. He wants to know, and he wants to share. John's passionate about free cash flow generation and earnings quality the way Roger is about revenue from regulated services and dividend growth. It all boils down to fundamentals. These guys are for the simple things… Roger for a long hike and cold beer, John for a run down the slope and a well-prepared steak… John's got a new service, and it's based on a variation he innovated and applied to his own proprietary stock-analysis software. He talked about live last Tuesday. Maybe you had a chance to catch it. It's a compelling presentation. He's talking about identifying fundamental factors that set apart the portfolio-changing stocks of our wildest imagination… And he's doing it in a part of the market where the big Wall Street institutions simply can't go. John's done a lot of work to be able do things like simplify investing for you and me… Here's a great example. Thanks for reading, thanks for watching, and have a great weekend. 
David In ECONOMY & MARKETS This Week Millennials Aren't Buying Homes Like their Grandparents
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By Harry Dent You got to listen to this Bubble Game that Tony Robbins played this week at his Platinum Conference up in Whistler. He auctioned a $100 bill. The winning bid got the money. The runner up had to PAY his bid price. You wouldn't believe the insanity that ensued… | 
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