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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
97525 700 14
Emcee:  isopatch Type:  Moderated
Natural Resource Stocks and the New Great Depression, AKA...Iso's Patch

When this thread began, 16 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. 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 and repeat offenders will be banned. .

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. 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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97525deleterobert b furman1yesterday
97524I'm taking some time off today from markets. I'll go outside and wash thsixty2nds1yesterday
97523What can I say, Bob?! First rate executive summary of on the ground observationisopatch-yesterday
97522New trader in the family. Like other successful small biz CEOs, #1 son saw his isopatch4yesterday
97521OT/Just one more & will log back off. Thanks to SI member Tom Clarke for thisopatch-Wednesday
97520<Cogeneration Has A Long History, But Is Catching On Now Bigly Posted on Aprisopatch-Wednesday
97519Corona virus danger: As a disease? Exaggerated by Deep State interests for tisopatch2Wednesday
97518Thanks LH. We're as healthy as usual. Just usual sinus bug, after the usuaisopatch1Wednesday
97517Hi Iso, My circle of farmers in Mid eastern Wisconsin. When the grounds ready trobert b furman5Wednesday
97516Hi Iso, Hope you and your family are remaining healthy and well. I see WV stilthe longhorn2Wednesday
97515For gas guy like me, this bar chart is very revealing: mcusercontent.com Marcisopatch1Wednesday
97514Further confirmation of what we've already heard and/or suspected: <Analisopatch1Wednesday
97513A nice report from Enverus on the Oil & Gas 360 website. I'll have a chLogain Ablar1Wednesday
97512Trust SI friends, in natural resource businesses a lot more than any "news&isopatch1Wednesday
97511Surprised company lasted this long! Less than gently encouraged to leave WV yeaisopatch1Tuesday
97510[youtube video]isopatch1Tuesday
97509They are rolling out the National Guard to protect the businesses and streets. FUBHO1Tuesday
97508Rolling out the military, even in light of this: [tweet]Winfastorlose2Tuesday
97507Per FOX News ticker: 2,500 National Guard Troops deployed to New York City.isopatch1Tuesday
97506Does look like Deep State Martial Law roll out were seeing more or less all overisopatch2Tuesday
97505Huge boost for gold miner margins: Oil products to fuel operations is 2nd largeisopatch3Tuesday
97504Mr. Market giving thumbs up. CLR stock currently up 10%. EQT, biggest local &aisopatch1Tuesday
97503oilprice.com Will Trump Use Tariffs To Protect U.S. Oil?By Irina Slav - Apr 06sixty2nds2Tuesday
97502seekingalpha.com ExxonMobil Reduces 2020 Capex by 30%, Cash Opex by 15%; Maintasixty2nds2Tuesday
97501Oil dn. 11%. Nat gas up 8%. Ahem...)) Gold trying to make up it's mind wheisopatch2Tuesday
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