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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
96195 688 9
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 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 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.

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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96195Even given the challenges of a GSM, and eventual debt depression? Don't letisopatch-Saturday
96194Great video Iso thank you for that! It also lines up with the history I have reaCyrus1Saturday
96193Published climate papers in peer review journals continue to show serious declinisopatch2last Friday
96192Another reason why we do not need the 'Petrodollar. Need to cut ties w/ SauE_K_S5last Friday
96191<U.S. Exports More Oil than Imports for First Time in Half Century December isopatch4last Friday
96190Next Weeks Forecast from another promising website, I've been digging into. isopatch1last Friday
96189Iso: The green line is Sempra's pipe and passes within a mile of my house (Logain Ablar1last Friday
96188Back to demand infrastructure news. <Weymouth Win: Marcellus Gas Will Go Noisopatch2last Thursday
96187Ding, Ding, Ding?<g> Remember troops, price of the commodity doesn't isopatch1last Thursday
96186Thanks. Always appreciate price discovery information. Isoisopatch-last Thursday
96185<...think you need to have a heated pool out in front of your greenhouse.>isopatch2last Thursday
96184Not sure you look at the EIS data reports. I was surprised that Domestic oil proE_K_S-last Thursday
96183<The U.S. Energy Information Administration reported Thursday that domestic isopatch2last Thursday
96182Good Morning ISO, While home shopping in 1981 (after Chevrolet moved me to Housrobert b furman3last Thursday
96181It does. Still no snow here other than a few flurries which quickly melt. Tempisopatch1last Thursday
96180A picture from my Balcony in Montréal this morning ! Almost looks like oneChu Berry1last Thursday
96179All time record snow cover. Information provided from 3 different news sources:isopatch2last Thursday
96178Honest Big Picture Energy Perspectives. [youtube video]isopatch1last Wednesday
96177<My ignorance goes farther than I imagined> It's not you. Few outsidisopatch4last Wednesday
96176You have gas from a well going directly to your home? Does it get modified in sodiegosan-last Wednesday
96175My thoughts as well. OTOH, how much year end and/or January Effect recovery we isopatch1last Wednesday
96174IMO we need to see a little bit more of a recovery as these stocks have been hamLogain Ablar-last Wednesday
96173EQT up 3%, RRC up 5.7% & AR up 7.2% Where's Dino? Posting too much. isopatch-last Wednesday
96172Earthy...)) Seriously, infrastructure expansion requires infrastructure equipmeisopatch2last Wednesday
96171Our gas well is about 1/3 mile, the other side of 2 timbered hills we own. Prioisopatch5last Wednesday
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