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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
95433 677 7
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) 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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ReplyMessage PreviewFromRecsPosted
95433Good evening: Relevant to your comments on overall ng demand: This site compilthe longhorn-yesterday
95432We rotate inventory and a lot of the #10 cans are rated for 30+ years and the FrBlack Blade-yesterday
95431Only have time for a quick rundown for food. It's easy to organize storage isopatch-yesterday
95430Aren't you concerned about the expiration dates on the edible products?Investor2-yesterday
95429<...really just try to keep prepped for whatever may be>. That is the boisopatch1yesterday
95428Prepping for me and mine has been very important and useful for much more .....Black Blade-yesterday
95427<Happy Fathers Day ISO.> Back at ya and to all the other fathers postinisopatch-yesterday
95426Happy Fathers Day ISO. As I add more compost and peat moss every year, I added robert b furman-yesterday
95425Thanks, Bob. Doin' OK, even at 75, ALA I pace myself, eat well, get adequatisopatch-yesterday
95424Tip o' the virtual hat to you, BB, regardless of the path which brought you isopatch1yesterday
95423Stockpiled Food Preps ..........................................................Black Blade1yesterday
95422Great post ISO, Our garden is planted but have yet to plant the squash, pumpkinrobert b furman1Saturday
95421Got food? Combination of dry bulk, vacuumed packed with oxygen scavengers as saisopatch1Saturday
95420Mornin' Bob. Very good post. IMO? An expert post. "Independents canisopatch2Saturday
95419Thanks. I guess they get the stock from Venezuela. lhthe longhorn-last Friday
95418Yes, all that is true, but... some of the offshore -- esp. floaters in UDW whereJimisJim2last Friday
95417Good post. Hope everyone reads it. Locally, frac'ing is complete on well #isopatch1last Friday
95416Trinidad/Tobago...have no idea what that's about but that's what I read.sm1th1last Friday
95415Demand for ng was already growing at a steady pace despite the false belief thatJimisJim3last Friday
95414Independents can have a substantial advantage to dealers (who pay for high exposrobert b furman1last Friday
95413That it is. #1 son's VW/Audi service biz is another good example. He finisisopatch1last Friday
95412Hi ISO, I'd say a demand led business is the best kind! Bobrobert b furman1last Friday
95411Definitely. The Dutch, French and even Spain have either completed or are buildisopatch-last Friday
95410Don't know, either. Mexico buying increasing quantities of our NG via pipelisopatch-last Friday
95409Yes, we are a net exporter of nat gas now and the net plus is growing steadily. the longhorn-last Thursday
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