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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
109291 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
109291Thanks Iso. (your previous post Message 35456436 ) What may also be helpful inIC720-an hour ago
109290Crescat Live Market Call - March 13th, 2026 Commentary [youtube video]roguedolphin2yesterday
109289Gold and Oil prices will be going higher Watch this video: https://www.youtube.roguedolphin2yesterday
109288Goehring & Rozencwajg Natural Resource Market Commentary March 12, 2026 Mucroguedolphin2yesterday
109287Listen to This Interview March 13 I have a very HIGH level of respect for Roberoguedolphin3yesterday
109286<.... Armstrong sees gold going as high as “$8,800 an ounce . . . and silvisopatch6yesterday
109285Agree with his key points. Including why mid terms could go either way. 2 rec&isopatch1yesterday
109284Iran’s Oil Crisis Could Send Prices to $200 — Is Canada the Winner? | In the Monroguedolphin2yesterday
109283[graphic]DinoNavarre3last Friday
10928220 min in @ 3.50. Stock indices lower than 3:30. If the PPT is duking it out witisopatch3last Friday
109281It's 3:30 on a Friday. Always important for the PPT to intervene in the finisopatch-last Friday
109280Iran War with many weeks of continued closure of Hormuz = far higher oil prices.isopatch2last Friday
109279This is getting serious Thu Mar 12, 2026 5:43 pm Geostrategy BLACKLIGHroguedolphin2last Friday
109278What happens if the War continues into April? HFI Research: The situation with roguedolphin2last Friday
109277State of GA wants to secure its citizens precious metals State of Georgia legiHugh Bett3last Thursday
109276US intervention in oil futures would be ‘biblical disaster’, CME warns Terry Maple MAGA 3last Thursday
109275Affirmative.isopatch-last Thursday
109274Iso, My gut agrees with you that we may see a drop into the end of the quarter.CrashDavis-last Thursday
109273Hi Crash, Agreed on private credit issues.A very opaque long term black box. Hrobert b furman2last Thursday
109272Worth repeating. We're in a textbook, end of quarter, institutional portfolisopatch3last Thursday
109271Bob, I guess the bond guys at PIMCO weren't doing a good job of monitoringCrashDavis-last Thursday
109270Hi Crash, I saw that anfdthought. "They were short crude or LNG and were nrobert b furman-last Thursday
109269Oil may soon be back over $100 bbl March 12 Brent is near $97/bbl this morning roguedolphin3last Thursday
109268EXHIBIT 99.1 [graphic] Titan Mining to Start Shipping First Graphite Product Selectric II2last Thursday
109267Saw this last night. Pretty big loss for the "smart guys" at PIMCO [CrashDavis2last Thursday
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