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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
96507 691 10
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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ReplyMessage PreviewFromRecsPosted
96507Good stuff, thank you for sharing!Cyrus-3 hours ago
96506Excerpt from long interview with David Rosenberg about several of the thread'isopatch14 hours ago
96505Good post. Natural Gas has accelerated it's capture of market share from coisopatch-6 hours ago
96504Silver..... Silver Price Forecast: Most Likely A Strong Decade AheadDinoNavarre18 hours ago
96503US Gas Rigs down 83 YOY.... [tweet]DinoNavarre18 hours ago
96502[tweet] [tweet] [tweet] [tweet]DinoNavarre-9 hours ago
96501+14 This week.... [tweet] [tweet]DinoNavarre-yesterday
96500Not a bad looking outfit MTRX....Mostly energy infrastructure play....Wish theyDinoNavarre1yesterday
96499[tweet]DinoNavarre-yesterday
96498<Risible Renewables: World Finally Waking Up To Wind & Solar’s Nightmare isopatch2yesterday
96497<Natural Gas Works and That’s No Fiction, However You Read It! Posted on Jaisopatch1yesterday
96496Good discussion guys. Nothing to add to the good read. Kudos. Do have some eneisopatch-yesterday
96495Hi DN: Yes, still holding both. With AR my who thought process was to hold it Logain Ablar1yesterday
96494[tweet]DinoNavarre1yesterday
96493Hi LA..... Just more thoughts.... Are you still holding AR? I let mine go bacDinoNavarre1yesterday
96492Music break. My fav OT moment. And a fav. American Treasure. Taj Mahal. [yisopatch1Thursday
96491As is often the case, we're on the same page, Bob.isopatch-Thursday
96490Hi ISO, In the world of supply and demand, we should take a page from OPEC. Slrobert b furman-Thursday
96489Fair to say Joe was a tad off the mark in his temp forecasts for this heating seisopatch-Thursday
96488ECA is a good pick. Like their Permian Basin exposure, for the future. Fundameisopatch-Thursday
96487< EIA Predicts Avg NatGas Price $2.33 in 2020, 9% Lower than 2019 1/16/20 Yisopatch-Thursday
96486<R there total cost computations for comparison with current market prices foisopatch-Thursday
96485NGS Inventories decrease by 109Bcf J Bastardi has winter arriving in 3 more dayLogain Ablar1Thursday
96484Hey EKS... Sounds like quite the project!!! My Sister & Family get about 5DinoNavarre-Thursday
96483Woodside Petroleum targets increased production in 2020 Jan. 16, 2020 11:45 AM EE_K_S-Thursday
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