Thoughts about a newsletter
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Thanks Rob,
All good advice which we certainly appreciate.
Al
You are welcome Big Al !
Rob
Spot on ! ! ! I was going to write a comment, but you covered all of my issues (plus
more)
Brian
Two quick thoughts:
1. There are way too many newsletters already;
2. Al referenced listeners as “family” which indicates, to me, that there will be no subscription fee. Is my rational correct or does family pay family?
Thanks for listening,
Clark
We, of course, listen to everyone.
Just don’t change the radio show. Don’t hold back info on the audio show for the paying subscribers to the newsletter. I read hours a day of Casey Research group, John Mauldin group, 321 Gold, Kitco, Brent Cook, Ed steer, etc. I don’t know I am up for more reading. I sure do enjoy relaxing a bit and hearing the show. Spoken word does give me much more nuance to the issue as opposed to written words.
That, Ken, is a very good point.
The thought at this point is that the newsletter would include technicals from Doc, financial aspects of due diligence on companies by Cory. Generally topics/examples that cannot be easily understood simply by the spoken word.
Remember, just in the planning stage right now and never any change to our show.
Big Al, TA from Doc and DD from Cory are fabulous… which means an issue wont be too long…. I think one step at a time is good and I’m sure people will ask for more from you.
VERY IMPORTANT REQUEST FROM ME IF YOU CAN!! – I suppose you will issue in PDF format? If so, please make the font size big enough. Sorry for referencing a newsletter called Things That Make You Go Hmmm, the font size there is just perfect IMO. I dont like the font size of John Mauldin (nice format but way too small.)
The reason is I read a lot everyday by printing out and small fonts just hurt my eyes. Just afraid I wont have a healthy pair of eyes in the long run.
There are hundreds and hundreds of newsletters. I have always thought that for-profit newsletter writers produce letters because they can’t make better money investing themselves. So, I’m thinking — what makes this newsletter any different?
LOL….I think you should call the newsletter….
….TO DA MOON !!!
Perfect, perhaps add. “The long way”
FORGET THE NEWSLETTER…………there is already to much to read………..plus, by the time you get it together, the PM CYCLE will be over…………….JMHO.
BTW…………were is ROGER W…………and how is his newsletter going………….
were should be where………sorry……
Jer, I agree, do what you do best. Keep the troups pumped up!
I would like to second Rob and Ken’s points. Further, you cover pm’s very well…and technicians can be very valuable…but if you look at the whole resource sector it also includes water…Al you said you’d ask your friend about water as a commodity vs. the possibility of desalination. I’m put off at the thought of someone not having enough water to drink because they can’t afford it, but that’s a topic onto it’s own. Also, the whole resource market such as base metals, rare earth elements, Potash and their related companies which look promising…potential 10 baggers or even more looking 1- 2 + years out. The green miner gives good stock tips, consider him a good example….but I use your show to stay informed on breaks at work…please keep the audio coming…also consider that you can put up film interviews to subscribers similar to what you used to do on investment pitch, but including projector presentations on companies….I would pay to see it; but up to you.
My first post, but have been listening daily since late last year, really appreciate the weekend shows! That said, a big draw for me to a paid letter would be a combination of more info on the miner picks that are favored by regular guests and insight into Doc’s analysis. Much appreciated fellas!
I would like to see your investment portfolio in the markets BA, by that I mean an accounting of what you have bought over the last 10 years and the price you paid that doesn’t relate to your contacts in the industry (ie: no PP’s), and what you still hold and the price you have sold at. Peter Grandich who is one of the best has left his newsletter, what you are embarking on could be in my view a very bad business decision.
I have one suggestion for you Al. You need to stop saying “I just don’t understand” and “these markets don’t make any sense to me” because that hardly instills confidence. Those two lines are your staples. I hear them every week. If you run a hard assets talk show and have been in the industry 40 years and still don’t understand then how the heck are you going to attract subscribers?
The other thing is you need to keep in mind is that your show guests will become your competitors. So when you ask them for their picks as you often do you should expect a different response. Why would Rick or Chris or Gary or the many others on your show give away their material for free when you are effectively in the same business as they are?
I think that over time you may have a harder time attracting the talented guys who come to your show. Keep in mind they are there because it gives them a chance to showcase their own wares, get their names and personalities out in public and promote the sites they offer.
I can’t speak for those other guys obviously but there is a conflict of interest in play once you go after paid subscribers. Most of your guests are already in a similar business. Examples are Bottom Fish, the Hard Rock Analyst and the Morgan Report (or whatever it is called now. Then there is Jay Taylor and Bob plus a dozen others who frequent the show.
That is my thought.
Good comments.
Double Ditto!
Bird……that is one of the greatest comments you have made in a year and a quarter, …respectfully submitted…………………………….OWL COINLAND
Well thanks J.
Stop making sense, ‘Bird ! It causes “sensory overload” [/sarcasm]
More beer would help maybe?
No, only a fine 2015-vintage bottle of Chateau LeBoone will do that. ( now, in the new, improved screw-top cork )
Hey Big Al,
You really need to kinda survey your listeners to see if they are really interested in a newsletter. Even though I suggested formats to the newsletter earlier, I am not really that interested in another newsletter. Maybe just start out slow with links on your webpage and only add some charts etc for Doc and Cory to highlight things talked about on the show. And it is true that once you charge for a newsletter you are competing with the guests who come on your show and have newsletters. So tread carefully. There are plenty of people I listen too on the air, but never purchase their research newsletters. Remember that demand approaches infinity as price approaches zero. Fee based stuff might not have much demand.
Gary and Rick along with Richard have added a lot of “technical” value to KER, both Gary and Rick have their own web-sites and a paid service is available.
Doc should just have a technical blog as Gary does, post your technical chart outlook with a comment section for us who follow the technical side of investing/trading. NO politics, NO opinions just technical….
No need for Al or Cory to be involved as they can keep their opinions here at KER and the usually followers can continue to post their opinions, which again,rarely are technical.
Doc can post the charts of companies he’s invested in etc as so many other technicians do within the pm’s sector…..its nothing new.
Rick, Gary and Richard all have a different approach to technical investing, again the only thing missing is a site where Doc can post his chart work with commentary.
That’s my 2 cents worth, but hey I’m the only idiot who makes money shorting pm’s so who cares what I think!
Doc, just an example of a great technical site, you may want to set up yours in a similar manner…..simple is best!
Leave the opinions and fundamental crap up to those who don’t trade/invest based on the charts.
http://www.chartfreak.com/2014/07/25/bounce-bears-watching/#more-956
Good Luck!
Original; thanks for the link—-very interesting. The guy does a nice job and uses a lot of the technicals and variables I do. Once again, thank you very much.
My concern in this manipulated world of ” manufactured uncertainty” and “black swan events” that you guys may be “too conventional” to have a real effect; you’ll need a fourth member who really “thinks outside the box” to make it unique, or its just another letter amongst thousands.
agree………………….OOTB
Free Newsletter every other week. Sound Great ” We as listeners Need a choice News print and also audio also. We all do not have time to read the Newsletter .But we have time to listen to the Newsletter”. George
Paid newsletters have accountability, free shows do not. Just a wild thought!
1) Do not cover politics as there is enough of that out there everywhere already. That is unless the politics directly effect the investment advice (i.e oil embargo, exit gates on money markets etc.). Make sure it is factual info and minimize opinion on the politics.
2) keep it short and to the point, in summary form and have an expanded section below the summary in the newsletter if you must go into detail. Ya know25 word or less.
3) Have clear defined sections and do not ramble.
4) Remember that we are becoming overwhelmed by all the information sources out there. I have cancelled newsletter services because they have taken too long to get to the point and I do not have time to weed through a buncha info. If I see something that needs further investigation I look into it.