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Strategies & Market Trends : Natural Resource Stocks

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From: isopatch	7/21/2025 11:05:13 AM
	2 Recommendations Recommended By Mick Mørmøny roguedolphin of 108576

Gasser E&Ps continue their relative underperformance vs balanced oil & nat gas mid cap E&Ps. First, the 3 gassers we've monitored here for many years are plunging. marketwatch.com marketwatch.com marketwatch.com 2 current favored long positions in balanced oil & nat gas E&Ps showing far less weakness. marketwatch.com marketwatch.com Historical comparisons indicate the latter will outperform in the next leg up later this year. LT B&H strategy intact. Several of my pvt equity portfolios - all assembled between 2004 & 2017 were dead money for several yrs before vaulting 100s, in multiple cases over 1,000% in years which immediately followed. Expect these stocks rally a lot sooner with strong gains by year end. MEANWHILE, Gold is going thru the roof! Reminds us, once again, of the value of portfolio diversification even within the Natural Resource Sub-Sectors. marketwatch.com Life is good. Might even reward the old bones with a nice sauna today or tomorrow. Logging back off except to reply to posts to me. As always rather read you folks than post myself. Welcome the variety of good ideas & research you share here. Big thank you. Iso

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