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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
104129 727 20
Emcee:  isopatch Type:  Moderated
Natural Resource Stocks and the New Great Depression, 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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104129Another good George Gammon video: [youtube video]isopatch2yesterday
104128[tweet]DinoNavarre3yesterday
104127[tweet]DinoNavarre2yesterday
104126Zoltan 12/5/2022 [tweet]DinoNavarre4yesterday
104125Food Front in EU: [youtube video] (to skip long ad, exit at 2:10)isopatch3yesterday
104124Hi Iso Typically energy does well near the end of bull markets however it does fCyrus1yesterday
104123That doesn't look deep enough to me. May be a stock photo. Still not deep endiegosan1Monday
104122Manchin bill to accelerate energy permits may get second chance - report Dec. 0Julius Wong2Monday
104121Fake banana republic stats continue to flood the economic & financial informisopatch5Monday
104120Two rec's. Expect to see other consumer nations follow Japan in coming montisopatch2Monday
104119A very important factoid. One of several underpinning much bigger wave of globaisopatch5Monday
104118[tweet] [tweet] [tweet]DinoNavarre2Monday
104117[tweet]DinoNavarre2Monday
104116[tweet]DinoNavarre3Monday
104115A question worth asking. What R your answers, folks? <Will Your State Rejecisopatch4Sunday
104114Good read: <IN THE END THE $ GOES TO ZERO AND THE US DEFAULTS By Egon von isopatch4last Saturday
104113Down on the farm: Despite recent hard freezes, still producing good quantity ofisopatch8last Friday
104112Nat Gas needs much bigger, longer lasting, cold wave to offset rapidly slowing eisopatch4last Friday
104111U.S. nat gas fell 14% this week as Freeport LNG restart pushed to year-end Dec.Julius Wong1last Friday
104110Cannabis stocks rally as Biden signs marijuana research bill Dec. 02, 2022 3:30Julius Wong-last Friday
104109Good analysis below supported by numerous graphs & other evidence. <Soisopatch5last Friday
104108Holdout Poland agrees to EU's $60 price cap on Russian oil Dec. 02, 2022 12Julius Wong1last Friday
104107Those 2023 EPS estimates are not going to happen. S&P500 EPS is supposed to Jacob Snyder-last Friday
104106Perspective - borrowed from TWTR.... [tweet]kckip3last Thursday
104105Metals gap up, stocks red. Just maybe we have the beginning of a trend.fred woodall3last Thursday
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