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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
109030 750 15
Emcee:  isopatch Type:  Moderated
Natural Resource Stocks AKA...Iso's Patch

When this thread began, many 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 insight from dozens of posters about stock picking, sector analysis, fiscal, monetary & credit trends & 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 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 more stable & trustworthy.

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) This is a Natural Gas Bull Board. Green Energy & Anti-Natural gas posters are not welcome. On this Bull Board, it is On Topic to make general posts against government or private anti-natural gas groups trying to sabotage natural gas expansion in America.

2) 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 name game thread. Don't want to hear about Biden, Trump, The Clintons pro or con. There're plenty of partisan political boards where you can do that. Please go there.

3) 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.

4) 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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109030[X] 🚨2026 is coming in hot for NGL markets This year is being shaped by supplDinoNavarre-10 minutes ago
109029[X] 🚨 US Nat Gas Just Saw a Historic Draw The week ending Jan 30, 2026 deliveDinoNavarre116 minutes ago
109028[X] 🚨 Gold just overtook the US dollar in central bank reserves • Gold share:DinoNavarre231 minutes ago
109027ExxonMobil reports record production of 1.8 million boed from Permian in 4Q FebSelectric II1yesterday
109026Many times. Love it.isopatch1yesterday
109025Stock portfolio update over due. The 3 Oil & Nat Gas E&P are 1/3 & isopatch2yesterday
109024You mean you have never watched the "Wizard of Oz" ? lolChartgod-yesterday
109023Whip Saw World! <<Complete Smash...>>, yesterday. Huge Bull rampisopatch6yesterday
109022"Electricity Market Is F**ked": Finland Wind Turbine Blades Freeze, Curoguedolphin5yesterday
109021Bitcoin gets a zero price target in wake of Burry warning seekingalpha.comroguedolphin1Thursday
109020Gold's Going To $10,000: Martin Armstrong Warns "Europe Is Desperate Foroguedolphin2Thursday
109019Bloomberg: ConocoPhillips forecasts lower crude production this year as oil pricroguedolphin1Thursday
109018Oil and Gas prices Feb. 5 Oil Price volatility will continue; driven by headlinroguedolphin1Thursday
109017Never seen more Plunge Prevention Team market support operations than recent monisopatch-Thursday
109016Complete smash. marketwatch.comisopatch1Thursday
109015Silver Crashes 20% As China Opens, Gold & Bitcoin Also Plunging [graphic] .roguedolphin3Thursday
109014ty for the post, we still have to "top off our tanks" also ;-) eia.goChartgod2Wednesday
109013 EIA Weekly Data Feb. 4 Can the media PLEASE quit using the word GLUT?/b] As I roguedolphin1Wednesday
109012This has been known, but interesting in the sense not shown to the public per meIC7204Wednesday
109011Oil and Gas prices Jan. 3 Volatility in the oil and gas prices will continue, broguedolphin3Wednesday
109010Liberty and freedom just keeps slipping away. THEY PASSED IT: The New Silver ReHugh Bett4Tuesday
109009Coterra (CTRA) will be merging into Devon Energy (DVN) 2Q 2026 Notes below are roguedolphin5Tuesday
109008 [graphic] [graphic] Nevada King Gold Expands Silver Park East Mineralization Hugh Bett2Tuesday
109007[youtube video] [youtube video]tntpal2Tuesday
109006Live $SILVER prices USA/INDIA/CHINA / XHugh Bett2Tuesday
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