All Entries Tagged With: "Dave Forest"
Government Chicken
You all know the story. The race to secure natural resources is intensifying. Particularly amongst governments and nationally-sponsored corporations. And particularly in Asia. We�ve been seeing signs the last few years that Asian nations are stepping up their drive for oil, copper, iron and natural gas. I talked last week about India jumping into the [...]
Shale Gas Going Global – An Interview with Dave Forest
By Keith Schaefer, Editor, Oil & Gas Investments Bulletin March 27, 2010 Dave Forest and I are philosophically aligned. Dave writes “Pierce Points” everyday (and I read it every day) and he is a former Casey Energy newsletter editor. We’ve started sharing ideas and a key one for both of us is that we see [...]
This Year’s Most Important Numbers?
by Dave Forest March 31, 2010 Something has changed these last few weeks. A quick plug. A few months ago, my associates and I launched a website called Statsweeper (www.statsweeper.com). The site is designed to automatically track critical data on commodities and the economy. Many of these data series are squirreled away in hard-to-find places [...]
The Bust that Launched a Thousand Ships
This is a Chinese-only phenomenon. Shipping rates throughout the rest of the world (as measured by the Baltic Dry Index) fell sharply at the end of January and were flat throughout February….