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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
95602 678 8
Emcee:  isopatch Type:  Moderated
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) This is a Natural Gas Bull Board. Anyone showing up to snipe at or argue about the epic, once in a hundred year, fuel switch from oil and coal to natural gas will get one warning. If they persist? They'll be banned.

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 thread. Partisan invective is not welcome.

3) Don't come here to pitch a stock, or a completing energy source 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. 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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ReplyMessage PreviewFromRecsPosted
95602Deep-Value ETF Report: Biggest Discounts In Commodities, Energy seekingalpha.coroguedolphin1Saturday
95601Yep...)) Message 32207210 More recently. Message 32270603 Long, strong &isopatch1last Friday
95600Good To Be Holding Silver and Gold .............................................Black Blade1last Friday
95599Another "ISO GEM" post. Bobrobert b furman-last Friday
95598Agree. One point worth adding is mgt. in many of these, otherwise well run, indisopatch4last Friday
95597Hi ISO, Nice to have sound posts grounded in reality. In any market and any serobert b furman2last Friday
95596Don't believe the naysayers. Despite disinformation in MSM, and downright lisopatch4last Thursday
95595Massive LT demand infrastructure buildout continues to increase demand of Marcelisopatch5last Tuesday
95594<...quite stunned a week ago looking at the pictures of kangaroos hopping in isopatch-last Tuesday
95593Kudos. LT as well. Even as a life long professional investor, knew it would takisopatch-last Tuesday
95592Thanks for your follow-through. I'm primarily a long-term investor and this 23 skidoo-last Tuesday
95591Thanks. Interesting. I was quite stunned a week ago looking at the pictures of the longhorn-last Tuesday
95590<Is your weather turning...getting cooler?> Without a doubt. Growing soisopatch1last Tuesday
95589Hi Iso, You got some great stuff going on there. Pretty exciting. That field the longhorn-last Monday
95588Looks like AR isn't only large independent determined to make money despite isopatch1last Monday
95587Antero Resources (AR) 8/1/19 CC was interesting. No intention of selling their isopatch-last Monday
95586I'm a investor in AR and I'm very interested in your takeaway of the mos23 skidoo-last Monday
95585Drove by PTEN Apex PV Rig # 578, five miles west of here. Still going at it afteisopatch-last Monday
95584Lowest cost and furthest ahead. I have been reading that there is a lot of flarthe longhorn1last Monday
95583Finally! Time to catch up on current local Marcellus Field economics. Website isopatch1last Monday
95582Disclaimer: No long or short, stock, bond, or option, position. That said, EQT isopatch-August 17
95581Engineering & technology once again grab the spotlight in ongoing, massive, isopatch1August 16
95580Correction, per prior post: Est. a few days beyond 2 wks.had occurred drilling isopatch-August 16
95579Local news update: After almost three weeks, big PTEN horizontal rig - Apex PK isopatch2August 15
95578Good, balanced, evaluation of key current considerations in Natural Gas Industryisopatch3August 14
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