Dave Forest

Latest articles from Dave

• A Big Boost for the Palladium Market

  Published 15 October 2010 | viewed 8,284 times

  Not to belabor my writings on palladium from earlier this week. But this chart tells a critical story. Open interest in palladium on the Tokyo…

• Liquid Gold

  Published 13 October 2010 | viewed 9,659 times

  There's a growing divide in the North America gas industry. Liquids or non. The always hawkish energy eye of Colorado's Bentek Energy recently observed the…

• The Inflation Boogeyman is Back

  Published 09 October 2010 | viewed 7,488 times

  Japan pulled out the firepower this week in terms of qualitative easing. Speculation is running the Fed will announce same at the beginning of November.…

• The Big Gold Era Arrives

  Published 07 October 2010 | viewed 9,295 times

  Five years ago, a big investment house like Merrill Lynch would have scarcely thought to mention gold. But in 2010, the yellow metal is a…

• The Next Shale Gas Hotspot

  Published 06 October 2010 | viewed 5,807 times

  Shale gas is going global. It's simply too groundbreaking a concept not to spread. Shale is now the name of the gas game in North…

• Bank of Japan Plans to Make Investing Unprofitable

  Published 06 October 2010 | viewed 6,628 times

  Overnight, the Bank of Japan announced unprecedented monetary policy. The Japanese are going "all-in" on economic stimulus. Since the financial crisis, "monetary easing" has been…

• Could This be the Next Financial Disaster?

  Published 04 October 2010 | viewed 10,048 times

  I wrote last week about big changes coming to financial regulation in Europe. Look for the sequel soon in the U.S. America is buckling down…

• Silvers Boost From Asia

  Published 04 October 2010 | viewed 39,780 times

  I wrote last week about Asia's love for platinum. This week, it's looking like there's a new "hot item" in the East. Silver. Open interest…

• Opportunities in the Uranium Sector

  Published 30 September 2010 | viewed 8,003 times

  The world is in need of good uranium mining projects. Many of the deposits being explored and developed globally are marginal. Up to three orders…

• Yields Leap on Commercial Paper – What Does This Tell Us

  Published 29 September 2010 | viewed 11,886 times

  Things seem pretty good in the markets these days. Gold once again touched $1,300/oz yesterday. And there's growing talk of $1,500. Base metals prices have…

• Two International Natural Gas Opportunities

  Published 27 September 2010 | viewed 4,513 times

  The European Union is taking a serious look at natural gas. Last week, the EU ratified a "gas solidarity" bill for Europe. The measure is…

• Increasing Demand for Gold and Platinum as Catastrophe Insurance

  Published 24 September 2010 | viewed 7,959 times

  A precious metals note today, in honor of gold breaking $1,300/oz (briefly) this morning. Some of the buying that's propelled gold lately is from investors…

• The Rush for Coal: Are Price Increases Coming

  Published 24 September 2010 | viewed 11,885 times

  I've been talking a lot about coal lately. Specifically, how India's need for thermal coal imports is going to tighten this market, both in terms…

• Europe’s Regulatory Iron Fist

  Published 22 September 2010 | viewed 4,859 times

  Big news out of Europe today. The European Parliament has endorsed the "EU financial supervision reform package". Basically, this is a series of principles aimed…

• Investing in Monopolies: A Look at the Tin Market

  Published 21 September 2010 | viewed 7,335 times

  You may or may not have been following the tin market lately. But for anyone who has, it's been an exciting ride. Tin prices passed…

• Natural Gas: As Bad as It Seems?

  Published 20 September 2010 | viewed 6,191 times

  Hedge funds are dumping natural gas. The most recent Commitments of Traders report in the U.S. shows that bets on natgas by funds dropped 16%…

• The Number One Economic Indicator

  Published 16 September 2010 | viewed 18,661 times

  You'll find there are certain themes that reoccur often in this missive. One of them is U.S. credit. Analysts look at a lot of different…

• Governments Racing to Secure Natural Resources

  Published 15 September 2010 | viewed 15,839 times

  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…

• The Real Gold Story

  Published 13 September 2010 | viewed 7,894 times

  Interesting report on gold this week from ABN Amro and VM Group. The Gold Mine Cost Report studies operating costs for 89 gold companies running…

• Major Step for the Geothermal Sector

  Published 10 September 2010 | viewed 9,384 times

  U.S. Geothermal announced this week a strategic partnership with Enbridge, one of North America's largest operators of oil and liquids pipelines. Under the deal, Enbridge…