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Strategies & Market Trends
Natural Resource Stocks
An SI Board Since September 2003
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Emcee:  isopatch Type:  Moderated
Natural Resource Stocks and the New Great Depression, AKA...Iso's Patch

When this thread began, 9 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 outstanding insight from dozens and dozens of posters about stock picking, sector analysis, fiscal, monetary & credit trends and 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-economic 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 far more reliable.

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) 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 thread. Partisan invective is not welcome.

2) 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.

3) 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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94271HI Iso, Notional derivatives I have a little experience with. In 2008 We floorrobert b furman2Wednesday
94270Getting harder and harder to prevent contagion from the ongoing DB plunge towardisopatch-Wednesday
94269Looks like we'll need a confirmed summer doldrum low in Au (esp.) and now itJimisJim1Wednesday
94268<while prices for unprocessed goods rose at a slower rate than they had in 20JimisJim-Tuesday
94267Looking at those lists of states, I can only say they may be true at the state lJimisJim2Monday
94266Ha!!!! Maybe similar ages, but vastly different circumstances... <ggg>... JimisJim-Monday
94265<Study Confirms Most Psychopaths Live in Washington D.C. isopatch-Monday
94264Yup, we must be the same age. Our first home was in 1978. I got transferred torobert b furman3Monday
94263I agree with you... disinflation is still in control... at least according to MrJimisJim1Monday
94262Hi Jimi, I agree with caution is necessary, in all cases. But if you track therobert b furman1Monday
94261BTW: that BLS link I just posted prior to this links to a page of a LOT of imporJimisJim1Monday
94260<edit>I agree that the trend has to be established before most people inteJimisJim1Monday
94259Hi ISO, To me what is missing is an inflationary upward escalation. Inflation robert b furman1Monday
94258<edit>isopatch-Monday
94257More good analysis, well presented, by Mish Shedlock. <Yield Curve Gets Seisopatch1Monday
94256U.S. shale oil output forecast to climb by 141,000 barrels a day in July: EIA isopatch-Monday
94255Grand kids kayaking with #1 son, his wife and my Susie. So, til they get back aisopatch1last Saturday
94254 some manufacturers found they would sell more cars if they "faked" thsm1th1June 14
94253<EXK up 8%. Nice timing.> Thanks. Unusual when they spike that much, butisopatch3June 14
94252EXK up 8%. Nice timing...<G>bull_dozer-June 13
94251I've heard of Barrio Logan, but then again I have family in Carmel Valley anJohn Koligman-June 13
94250Smart consumer and I told my crew we want them as well. Now that I' no longrobert b furman1June 12
94249I have a similar story... late '70s, early '80s (after I moved to San DiJimisJim-June 12
94248I've seen quite a few road tests talking about new cars with that feature, aJohn Koligman-June 12
94247Yeah, I still change my own oil, I'm old fashioned and do it every 3,000 milJohn Koligman2June 12
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