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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
109332 754 15
Emcee:  isopatch Type:  Moderated
Natural Resource Stocks 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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ReplyMessage PreviewFromRecsPosted
109323<FULL TRANSCRIPT: DNI Tulsi Gabbard Unleashes Explosive 2026 Threat Assessmenisopatch2yesterday
109322<Has Israeli attack on Iranian upstream assets been confirmed?> Yes. By Aisopatch-yesterday
109321So EU caved? Good. They should have. Any detail on which nations are sending isopatch2yesterday
109320Has Israeli attack on Iranian upstream assets been confirmed? Has Israel commenSelectric II2yesterday
109319Very long but excellent read: 2nd major strike on Qatar hub following hits on Iisopatch2yesterday
109318Indices whip sawing back down again. Cool tug of war between bulls & bears isopatch-yesterday
109317PPT may be stepping in here, per straight up pop in all 3 stock indices. https:isopatch1yesterday
109316Expect big PPT support operation today to what was much larger losses in broad Uisopatch1yesterday
109315Gold correction continues. Now almost 600 $ below recent top above $5400. marisopatch5yesterday
109314Not a good look for Trump "I can take Cuba" but maybe the best thing? IC7203yesterday
109313Bob Moriarty: “End of the American Empire” Will Drive Gold and Silver Higher roguedolphin1yesterday
109312Trading Economics WTI Oil WTI crude oil futures rose 2.9% to $96.20 per barrel roguedolphin1Tuesday
109311SM Energy (SM) Valuation Update March 17 I spent several hours today reviewing roguedolphin1Tuesday
109310Iran "Starts New Phase Of Oil War" After Energy Production Hit [graphiroguedolphin1Tuesday
109309Wise words. Reminds me of accepting one's Karma while doing your best to fiisopatch1Tuesday
109308Good article describing stage 5 but too bad Dalio didn't go on to describe wRoads End2Tuesday
109307Learn to like what you get Tue Mar 17, 2026 10:49 am Traveler: What kind of weroguedolphin2Tuesday
109306Maps of delayed areas a bit confusing. A lot of blue AWA red states appear to beisopatch3Tuesday
109305This needs to be corrected. Pronto. Much rides on postmark date.Selectric II-Tuesday
109304[X] "U.S. natural gas production reached a new record in 2025"@EIAgovpic.twitteDinoNavarre3Tuesday
109303Please see repost above.isopatch1Tuesday
109302Venture Global took final investment decision and closed $8.6 billion in financiDinoNavarre2Tuesday
109301From Gemini: U.S. natural gas storage capacity is not keeping pace with market DinoNavarre2Tuesday
109300Ray Dalio Sees A Repeat Of The 'Tumultuous Pre-1945 Era 'MARCH 16, 2026roguedolphin3Monday
109299Surge Energy Update .....March 16 Note below is from Paul Colborne, Surge'sroguedolphin1Monday
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