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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
109805 751 17
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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ReplyMessage PreviewFromRecsPosted
109805The Oil Supply Shock Investors May Be Missing [youtube video]roguedolphin1an hour ago
109804I own a decent block of Fathom Nickel shares also. My average cost after holdiroguedolphin-an hour ago
109803Want to try your hand at farming...? This company is about to implode in spectMaple MAGA -5 hours ago
109802I own a significant position in FNI, and they are certainly acting as though theMaple MAGA 15 hours ago
109801<Russia's Missing Gold Tonnes Suddenly Appear by VBL Friday, Jun 05, 20isopatch17 hours ago
109800Crescat's Live Market Call - June 5th, 2026 Commentary [youtube video]roguedolphin17 hours ago
109799Silver & Gold Just Reached a Critical New Stage [youtube video]roguedolphin1yesterday
109798Vulnerabilities from SpaceX IPO..... Crescat Founder & CIO, Kevin Smith, isroguedolphin1yesterday
109797Meanwhile incredibly over done AI/tech leadership bubble popping dramatically. isopatch2last Friday
109796<Iran Oil Exports Plunge To Four Year Low As Blockade Tightens, While Inflatiisopatch2last Friday
109795Agree.isopatch-last Thursday
109794The impact on government meddling with private business does have a direct bearimend1last Thursday
109793Been awhile since I posted this particular sentiment measure. <Bullion Fear isopatch2last Thursday
109792This isn't a political board, but we do have to act to protect our businesseisopatch2last Thursday
109791<HydroGraph Advances Dr. Suhao Li to Chief Technology Officer 9:30 AM ET, 06isopatch2last Thursday
109790We’ll see as there is some increased delivery still going on there with the aginmend-last Thursday
109789The Venezuelan oil industry is in extreme disrepair (regardless of their reservenicewatch-last Thursday
109788Just guessing but if when we hit much higher barrel prices might be when our newmend-last Wednesday
109787To date, this enormous, largely untapped, source of industrial, business & cisopatch2last Wednesday
109786Economic disaster in the making? As war drags on crude could jump to $150+ a bardkflorida23last Wednesday
109785Out for almost 24 hours.rdkflorida21last Wednesday
109784By the Time the Crowd Notices Miners, This Window Will Be ClosedBY PHOENIX CAPITroguedolphin2last Wednesday
109783Oil Prices Hold Gains As Gasoline Stocks Hit 12 Year Lows, Cushing 'Tank Botroguedolphin2last Wednesday
109782IRGC Says Trump Ongoing Talks Narrative 'Not Reality' After Most Intenseroguedolphin1last Wednesday
109781"The Value Didn't Arrive": Bain Finds Cost-Savings From AI Are Falroguedolphin2last Wednesday
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