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 Strategies & Market Trends: Natural Resource Stocks  
Posts: 91442 | Member SubjectMarks: 626 | Bans (3)

Share This Board Moderated By: isopatch -- (Moderated) -- Started: 8/12/2004 4:18:35 PM  Revision History

Natural Resource Stocks and the New Great Depression, AKA...Iso's Patch

When this thread began, 9 yrs ago, the world was a dramatically different place. We had the luxury of being able to focus, almost exclusively, on improving our skills as investors and traders.

An independent, full time, professional trader, since 1986, my prior work as a Merrill Lynch broker and experience in oil & gas geological mapping and well work over evaluation, seemed like a reasonable place to begin building a discussion. Broadening the topic to include other natural resources also made sense, in the hope of attracting thoughtful contributors interested in mining, agriculture, and other resource/commodity stock sectors where my expertise was limited or lacking entirely.

That formula worked well. Even a brief look at the posting record, over the years, reveals a wealth of outstanding insight from dozens and dozens of posters about stock picking, sector analysis, fiscal, monetary & credit trends and how these factors interact every moment of every day in the vast array of supply and demand equations constantly unfolding from the micro to the macro-economic level.

Although such things still warrant attention and analysis, the advent of a new Great Depression in 2008 and a massive, ongoing, socio-economic "transformation" (nobody wanted and few anticipated) has forced purely financial considerations from staring to supporting roles in the drama we find ourselves in.

Rules of Thumb haven't changed much. Per se...

Discussion is helpful, but the "Prime Directive" continues to be about taking responsibility for your decisions and actions. But now? It's your life and your family and your human rights, AWA your money that are increasingly under threat. This is particularly true if you're highly dependent on rapidly deteriorating , large, centralized, socio-economic institutions which once were far more reliable.

If reading and participating here contributes, in even a small way, to helping develop the art and habit of independent thinking and action? Then, this discussion has served it's primary purpose.

Goal is not to let yourself be programed by a corrupt, untrustworthy, MSM, or the pointless partisan head banging which serve only to divert us from more important and immediate practical considerations.

No No's:

1) It's hard to completely avoid commenting on the increasing impact of government at all levels is having on our lives. But is This is NOT a partisan political thread. Partisan invective is not welcome.

2) Don't come here to pitch a stock, over and over, or to add this thread to a long list of similar spam posts on other threads. Rule of thumb here = SI's rule: No spamming. Spammers will be banned.

3) Likewise for personal attacks, which are also prohibited. People who come to stir up trouble with baiting or taking cheap shots will be banned. So, please leave your food fighting boots outside before you come in.

Banning decisions are final. Don't PM me. <The buck stops here>. Nuff said.

OTOH, can't emphasize enough that having fun is important. In fact, now more than ever. So...off topic humor, music, and book rec's are welcome to prevent the narrative becoming monotonous, or too negative.

There's few things more energizing and uplifting than a little old fashioned, sincere, enthusiasm.

Also like to express my appreciation to posters when it's reasonable to do so. One of the things I dislike about most Silicon Investor thread monitors? Many are too insecure to encourage or recognize others. That's not happening here. So....

Welcome to Iso's Patch. Let's have at it, and have fun while we're at it.
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91442[graphic] Grandson helping mow the back lawn. New Guinea Hen house and run (foisopatch207/28/2014 11:54 AM
91441The music is calling again. Tonight, it's jazz! First, super drummer Billisopatch-07/19/2014 09:47 PM
91440Thanks Iso... appreciate it. It's gonna be interesting to see if IWM bounceDavy Crockett-07/15/2014 04:29 PM
91439Good call! Kudos.  isopatch-07/15/2014 01:22 PM
91438Lack of competition and too much power concentrated in a few hands. We see the isopatch-07/15/2014 01:18 PM
91437I've moved into a synthetic short a few days ago by buying TZA... It is verDavy Crockett207/14/2014 05:16 PM
91436Uh Oh. Bag holders been piling into the market. <Mission Accomplished: Retaisopatch207/14/2014 10:13 AM
91435Everyone who been reading this thread for awhile knows I've been pounding thisopatch207/10/2014 10:12 AM
91434Overdue for some music here. Been playing guitar all my life and have some favsisopatch207/09/2014 11:05 PM
91433FWIW, listening to NPR interview Lawrence Packer abebooks.com  The new psense107/09/2014 10:41 PM
91432<Follow these six dietary tips to help protect against cancer [graphic] Misopatch-07/07/2014 05:07 PM
91431No. I'm saying the MARKET in energy, and particularly in oil and gas, isnsense107/05/2014 05:22 PM
91430OT/But important. Even 25 minutes of meditation can make a difference in your lisopatch-07/05/2014 09:53 AM
91429RU saying there's no "viable" competition between oil & gas coisopatch-07/04/2014 12:28 PM
91428Somehow... I don't buy the argument that the solution to the problems createsense-07/03/2014 09:58 PM
91427<We visited the Ryman Auditorium yesterday; a lot of history in that place>isopatch-07/03/2014 12:24 PM
91426Sounds excellent. Glad to hear you're well. We visited the Ryman AuditoriuCactus Jack-07/03/2014 12:06 PM
91425The Real Reason Gas Prices Are So High This July 4, the price of gasoline in theMonkey Man-07/03/2014 12:03 PM
91424DDT ban was a scam, and there is little evidence that DDT was damaging. (See disFreedomForAll-07/03/2014 11:10 AM
91423If you read mine... I started out with a criticism of the Scientific American asense-07/03/2014 01:11 AM
91422Hi, No ill will here... What do you do for a living? Are you in the agricultuDavy Crockett207/02/2014 10:28 PM
91421"you don't really believe that do you?" I wouldn't bother wrsense-07/02/2014 10:14 PM
91420you don't really believe that do you? I don't know how old you are, butDavy Crockett207/02/2014 09:47 PM
91419Good to hear from you, John. Been thinking about updating the book list with somisopatch107/02/2014 02:46 PM
91418Iso, I was just thinking about that list the other day; thanks for finding it fCactus Jack-07/02/2014 11:39 AM
91417"As Scientific American’sFrancie Diep noted in a recent article sub-headlisense-06/30/2014 11:02 PM
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