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Natural Resources/The Global Demographic Tailwind

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Last Post: 11/14/2018 7:41:12 PM - Followers: 176 - Board type: Free - Posts Today: 10

In many nations, a middle class is emerging for the first time in history.
Companies who satisfy the demands of these consumers ought to have bright prospects.
Natural Resources / The Global Demographic Tailwind  is a forum for investment ideas based on this premise.


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#17523  Sticky Note Cost of transition on the transport/grid side - semi_infinite 11/10/18 12:01:53 PM
#17499  Sticky Note Re: Two great ‘TGDT’ soundbites DewDiligence 11/04/18 01:03:43 PM
#17495  Sticky Note Musings on RVNC’s valuation: #msg-144655043. DewDiligence 11/03/18 04:41:17 PM
#17429  Sticky Note WY—That explains everything! In all seriousness, in the DewDiligence 10/27/18 10:18:16 AM
#16580  Sticky Note Resource Nationalism: ‘TGDT’ Investors’ Gotcha DewDiligence 04/28/18 08:55:40 PM
#2768  Sticky Note The Rising Influence of Rising Affluence DewDiligence 05/28/11 02:46:24 PM
#17557   This would have crushed Monsanto as a standalone.Maybe DewDiligence 11/14/18 07:41:12 PM
#17556   WY’s incoming CEO bought $750K of stock on DewDiligence 11/14/18 05:03:27 PM
#17555   Can HD and LOW by themselves hold up DewDiligence 11/14/18 04:21:33 PM
#17554   Still no signs of turnaround in TOL, LEN, semi_infinite 11/14/18 04:18:18 PM
#17553   I have a college roommate that works for semi_infinite 11/14/18 03:42:29 PM
#17552   PCG -Just a most difficult time. I’ve been biotech_researcher 11/14/18 03:01:13 PM
#17551   PCG - drains credit line. semi_infinite 11/14/18 12:31:24 PM
#17550   I can't understand what Bayer was thinking. jbog 11/14/18 11:58:10 AM
#17549   Bayer—Now 9,300 Roundup lawsuits pending: DewDiligence 11/14/18 10:38:06 AM
#17548   What’s good for HD tends to be good DewDiligence 11/14/18 10:34:32 AM
#17547   a few weeks ago I drove by a OakesCS 11/13/18 10:24:40 PM
#17546   GE reducing BHGE stake—(62.5%—>50.5%)—for ~$3.7B in cash: DewDiligence 11/13/18 08:45:04 PM
#17545   Make that twelve consecutive days: DewDiligence 11/13/18 03:39:37 PM
#17544   Well it blew through my 1st target. Unless biocqr 11/13/18 01:55:33 PM
#17543   Waymo - official launch of beta self driving semi_infinite 11/13/18 01:13:12 PM
#17542   Printed $56.85.....Now, $57.41. I’m not biotech_researcher 11/13/18 12:35:06 PM
#17541   Technically 56.72 not touched yet so maybe setting biocqr 11/13/18 11:27:13 AM
#17540   $56.87 as I type this, down $3 so biotech_researcher 11/13/18 10:54:53 AM
#17539   Crude oil...my fibonacci TA points to 56.72 as biocqr 11/13/18 08:57:08 AM
#17538   PepsiCo launches accelerator in the US with 10 wow_happens28 11/12/18 08:26:51 PM
#17537   US Dollar at 18-month high vs currency basket: DewDiligence 11/12/18 06:27:16 PM
#17536   Oil benchmarks: Make that eleven consecutive down days. DewDiligence 11/12/18 06:23:44 PM
#17535   New tack on China’s IP theft? DewDiligence 11/12/18 11:57:25 AM
#17534   EIX down again as well. Three semi_infinite 11/12/18 09:54:55 AM
#17533   The oil market’s response to the Saudi cut biotech_researcher 11/12/18 09:50:04 AM
#17532   $UWT $DWT Possible bottom forming on oil pull JettLoneStar 11/12/18 09:44:22 AM
#17531   PCG down to $38 again this morning. Unbelievable. biotech_researcher 11/12/18 07:19:42 AM
#17530   "Camp Fire" naming is not meant to tell semi_infinite 11/11/18 12:07:19 PM
#17529   QTMM Industry Changing: 91% Rec2020 Color Gamut Achieved Solar_Express 11/10/18 11:33:54 PM
#17528   I also wrote calls against my position in biotech_researcher 11/10/18 10:19:08 PM
#17527   PCG I bought a good position last year biotech_researcher 11/10/18 10:17:24 PM
#17526   BMW - How bad was it? semi_infinite 11/10/18 07:23:22 PM
#17525   Nature is unforgiving. Then there are the semi_infinite 11/10/18 07:15:52 PM
#17524   PG&E's 115-kilovolt Caribou-Palermo line experienced a power outage greenehugh 11/10/18 02:22:06 PM
#17523   Cost of transition on the transport/grid side - semi_infinite 11/10/18 12:01:53 PM
#17522   Oil exporters in disarray as prices keep falling: DewDiligence 11/09/18 02:55:55 PM
#17521   PCG - getting killed again because of suspected semi_infinite 11/09/18 12:41:37 PM
#17520   AZN has done a impressive job and has jbog 11/08/18 04:44:41 PM
#17519   AZN's China sales +32% YoY—highest of any drug/biotech DewDiligence 11/08/18 11:47:14 AM
#17518   Oil-price benchmarks have fallen for eight consecutive days: DewDiligence 11/07/18 08:15:41 PM
#17517   DVA +13% on California’s rejection of ballot initiative DewDiligence 11/07/18 10:18:57 AM
#17516   Seaborne iron-ore rose 2.4% yesterday when a BHP DewDiligence 11/06/18 04:21:56 PM
#17515   ELAN—FDA approves Experior to reduce ammonia released by DewDiligence 11/06/18 02:56:51 PM
#17514   VCEL - takes off. semi_infinite 11/06/18 11:28:46 AM
#17513   RDS - Ceraweek keynote session with Van Beurden semi_infinite 11/06/18 11:04:52 AM
#17512   I’ve followed NVO for a while looking for DewDiligence 11/06/18 10:44:22 AM
#17511   XOM - Darren Woods interview at Singapore forum. semi_infinite 11/06/18 09:25:00 AM
#17510   Rates- jbog, you have been paying the cost biotech_researcher 11/06/18 08:11:12 AM
#17509   NVO- I’ve followed NVO for a while looking biotech_researcher 11/06/18 07:38:59 AM
#17508   In manufacturing my Demand Charge is close to jbog 11/05/18 08:50:12 PM
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