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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
108501 745 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
108501Some LT good news. <HELL FREEZES OVER: Noted Billionaire Climate Alarmist Bilisopatch17 hours ago
108500100% cash late yesterday when 3 remaining (energy) positions began to roll over.isopatch312 PM
108499Roy Gallagher music break. Shout out to friend & fellow music maven <jazzisopatch2yesterday
108498Silver Silver market - don't be fooled by the latest price drop ?? J. StaigHugh Bett4Sunday
108497Elliott Gue: Large Capex Cuts Means Future Oil Supply Issues? Oil Now Top Contraroguedolphin2Sunday
108496 Newmont's Problem is Great News for Junior Miners JOHN RUBINO OCroguedolphin4Sunday
108495Crescat's Live Market Call - October 24th, 2025 Commentary [youtube video]roguedolphin1last Saturday
108494PTEN conf call outlined their shift to extreme lo emissions fracturing technologisopatch3last Friday
108493OT/ But fun. Mentored by my wife, oldest grand daughter (almost 13) thrilled wiisopatch1last Thursday
108492Hi ISO, You're living large, well deserved. Natural talent when couple witrobert b furman1last Thursday
108491Gold up over $90/oz as I type this. C wave could probe under 4k, to run stops thisopatch2last Thursday
108490At 81, cut way back on what we grow ourselves. Lots of excellent fruit, vegetabisopatch4last Thursday
108489Kudos, First frost coming tonight. Took out garden yesterday. Trying to store robert b furman-last Thursday
108488Thx. Record year well underway.isopatch-last Thursday
108487Hi ISO, Nice call! Bobrobert b furman-last Thursday
108486AHEM!<G> marketwatch.comisopatch6last Thursday
108485[graphic]bull_dozer1last Thursday
108484No surprise, here's the one I'm watching in the aftermarket now. marketisopatch1last Wednesday
108483Looks like this fellow was reading my posts from last Summer, here, per APA. isopatch2last Wednesday
108482A healthy correction for a lasting and even better long-term run? Thus, circa 40Arran Yuan2last Wednesday
108481Career LT B&H trend follower. Don't set firm price targets. Just try to isopatch3last Wednesday
108480I try to take headlines with a grain of salt. $4000USD may hold strong here. BWDHugh Bett-last Wednesday
108479Past two days headlines show very bearish sentiment surfacing far too early for isopatch4last Wednesday
108478[X] This is the most nonsensical comparison I've ever seen. Goldman's comparinIC7203last Wednesday
108477McKinsey Sees Fossil Fuels Dominating for Decades oilprice.comJulius Wong1last Wednesday
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