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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
105711 735 15
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. 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
105711This one from Sundance is related to Iso's numerous comments on decoupling tkckip16 minutes ago
105710<Michael Shellenberger Tells Tucker: Opposition To Natural Gas Proves Climateisopatch411 AM
105709Yes we are in the bouncy part of the seasonality chart so a low in here some timCyrus411 AM
105708Scroll down to 1 yr Coal chart. Over 400 a yr ago to 134, as I type this. Anotisopatch2yesterday
105707Thanks bro. Not a big drop from here. Pressure on the FED to pivot to QE goinisopatch2yesterday
105706Hi Iso I was just looking at that. If you look at the weekly chart it looks likeCyrus2yesterday
105705NG sharply lower. Dn 4% as I type this. <US natural gas futures fell to bisopatch3yesterday
105704Any guess on upcoming WTI bottom? Dn. over 3%, below 70, as I type this. TIA. isopatch1yesterday
105703U.S. faces limitations in refilling strategic reserves despite oil near $70 DecJulius Wong2yesterday
105702Hydrogen industry alarmed over leaked tax credit rules - Bloomberg Dec. 05, 202Julius Wong1Tuesday
105701Nuke names jump as 22 countries commit to triple nuclear energy capacity by 2050Julius Wong1Monday
105700Thanks for your insights!tntpal1Monday
105699Yes, those R the right numbers. But, I'm getting pictures of all those. Noisopatch-Sunday
105698No picture on the chart - but I show a P&F target of $2,399 on Gold ($219 ontntpal2Sunday
105697Gold & NG point n figure targets. [graphic] [graphic] Logging off for aisopatch1Sunday
105696ESG? I like Emerald-Silver-Gold.Julius Wong1Sunday
105695Yep, they need approval & maybe some dough from their largest shareholder beisopatch1Sunday
105694Pvt. Investors running the other way from proven money losing Big Green Boondoggisopatch2Sunday
105693U.S. makes COP28 splash with new methane rule, $3B pledge to help countries cut Julius Wong3Sunday
105692More Seals & Crofts [youtube video] [youtube video]isopatch2Sunday
105691Gold:'s Happy Crowd Stackers ... They don't need music to dance to... [Goose944last Saturday
105690Bitcoin (BTC) moving up Bitcoin mining stocks move up/down moJulius Wong1last Friday
105689A good day for copper stocks, elite.finviz.comJulius Wong5last Friday
105688Market Chatter: Equitrans Midstream Reportedly in Preliminary Stages of Mulling roguedolphin-last Friday
105687Iso a baby bull compared to this! <Gold, Silver, & GDX: Big Waves In Plaisopatch5last Friday
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