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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
Posts SubjectMarks Bans
108763 747 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
108763Merry Christmas everyone. Isoisopatch4Wednesday
108762schiffgold.comArran Yuan2Wednesday
108761[X] China silver market snapped: spot to SHFE spread just blew out to record wiDinoNavarre4Wednesday
108760Parabolic Moves in Gold and Silver Reflect Final Stages of Fiat System and Dollaroguedolphin1Wednesday
108759[X] Need to keep a close eye on the historically cold air building over WesternDinoNavarre3Tuesday
108758[X] In case u had doubts about the stupidity of the CCP’s investment-led growthDinoNavarre3Monday
1087571st rate video. 3 rec's.isopatch1Monday
108756Holiday week always reliable performance art formula of lo volume + closing daysisopatch1Monday
108755Gold continues multi-century repricing. Continuous Contract up $80/oz - today - isopatch4Monday
108754US pauses leases for five offshore wind projects over radar concernsDinoNavarre2Monday
108753Energy Transfer announces suspension of development of Lake Charles LNG export pSelectric II2Monday
108752Hi Rogue, Just a note of appreciation for that link on energyrogue.com. I alsorobert b furman2Sunday
108751Calgary, Alberta--(Newsfile Corp. - December 19, 2025) - Baytex Energy Corp. (TSroguedolphin1Sunday
108750I highly recommend that you watch this hour-long interview with Joseph Schachterroguedolphin6Sunday
108749For the week ending December 19th the Sweet 16 lost 4.84% and is now down 11.01%roguedolphin3Sunday
108748December_21_Weekend_Chart_Summary.pdfHugh Bett5Sunday
108747Crescat's Live Market Call - December 19th, 2025 Commentary [youtube video]roguedolphin1last Saturday
108746#copper / #silver ratio is bottoming -> copper will outperform soon. [X] #roguedolphin3last Saturday
108745Keeping an eye on Temp trends. America now mirroring recent European warm spellisopatch3last Friday
108744Nat Gas demand infrastructure buildout news. A nderson County, SC Offers Duisopatch4last Friday
108743<U.S. O&G Turns Attention to Doubling Recovery Rates for Shale Wells Decisopatch5last Friday
108742[X] “Emergency meeting of Comex board tomorrow 9am. They may be forced to halt DinoNavarre2December 18
108741Yeah, but at least they can starve and freeze to death in the dark... in solidarSelectric II3December 18
108740If European nations currently show low Nat Gas price? We need to add the continisopatch2December 18
108739How bottoms are made? Let's start with a ,classic kernel of wisdom, "isopatch4December 18
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