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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
109048 750 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
109048THE SILVER COUNTDOWN: 400 Million Ounces Demanded, 100 Million Available — Tick,Hugh Bett1yesterday
109047Silver stocks Less than a year ago, average silver AISC ˜ $20/oz. At $25 silverHugh Bett-yesterday
109046<America's Record Health Spending Explained In 5 Charts Sunday, Feb 08, isopatch2yesterday
109045Silver Former Hecla Mining president on silver - The US administration is lookiHugh Bett3yesterday
109044excerpt.... lynalden.com Final Thoughts: Precious Metals VolatilityPreciouroguedolphin3yesterday
109043Another data rich post. Thanks.isopatch1yesterday
109042UR missed my friend. newcomerkentuckiana.comisopatch4yesterday
109041<>isopatch-yesterday
109040[X] A good time to revisit this quote from Sec Bessent: “Rising gold prices havDinoNavarre2yesterday
109039Plenty of the dual fuel guys burning oil in the Northeast..... From Gemini: ThiDinoNavarre2Saturday
109038acua.com Looks they be 0 rpm = lol And not sure about what this is, share.eaChartgod2Saturday
109037[X] Renewables are failing again. Temperatures today in the Mid-Atlantic and NDinoNavarre1Saturday
109036Weekend PM Chart Summary Feb07_PM_Chart_Summary.pdfHugh Bett4Saturday
109035Sorry for typo My proof reading has aways been pathetic. Worse when I've nisopatch-Saturday
109034[X] For the first time in recorded history, global data show zero gold discoverDinoNavarre3Saturday
1090332 Rec's.isopatch-Saturday
109032stocks 45% Cash 65% You're giving it 110% ;) I have Whitecap Res too, slowjazzlover2-Saturday
109031We can't use the $$ to value stock indices, anymore. See DJIA priced in golisopatch4Saturday
109030[X] 🚨2026 is coming in hot for NGL markets This year is being shaped by supplDinoNavarre1Saturday
109029[X] 🚨 US Nat Gas Just Saw a Historic Draw The week ending Jan 30, 2026 deliveDinoNavarre6Saturday
109028[X] 🚨 Gold just overtook the US dollar in central bank reserves • Gold share:DinoNavarre4Saturday
109027ExxonMobil reports record production of 1.8 million boed from Permian in 4Q FebSelectric II3last Friday
109026Many times. Love it.isopatch1last Friday
109025Stock portfolio update over due. The 3 Oil & Nat Gas E&P are 1/3 & isopatch3last Friday
109024You mean you have never watched the "Wizard of Oz" ? lolChartgod-last Friday
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