Archive for November, 2009



  November 26th, 2009

A Contrarian Look at China’s Incredible Rise

A Contrarian Look at China's Incredible Rise Pacifica Partners' Financial Post Weekly Column - Nov 26th 2009
Preview: In the last two decades, China has achieved a remarkable economic track record. Millions of its
people have been lifted out of poverty, it has left the shackles of Communism far beh…
  November 19th, 2009

Canada’s (Sub-Prime) Mortgage Market

Canada's (Sub-Prime) Mortgage Market - Causing Concern for the Bank of Canada? Pacifica Partners' Financial
Post Weekly Column - Nov 19th 2009 Preview: For most of this year the markets have been discounting an
economic recovery. That is, they have been in rally mode in anticipation that the worst …
  November 12th, 2009

Time for the US Treasury to Offer Some Straight Talk

Time for the US Treasury to Offer Some Straight Talk Pacifica Partners' Financial Post Weekly Column - Nov
12th 2009 Preview: It seems that every time US Treasury Secretary Tim Geithner goes overseas, he ends up being
ridiculed by just about everyone. This time it comes about because of his comment…
  November 6th, 2009

The US Dollar Carry Trade: Caution Ahead

The US Dollar Carry Trade: Caution Ahead Pacifica Partners' Financial Post Weekly Column - Nov 5th 2009
Preview: If one were to ask most any investor to choose the single most disliked asset class in the world it
would be safe to assume that the reply would be “The US Dollar!”. The announcement…
  November 6th, 2009

Paul Volcker: Where Are You Now

Paul Volcker: Where Are You Now? Pacifica Partners' Financial Post Weekly Column - Oct 29th 2009 Preview: In
1979, President Jimmy Carter named Paul Volcker to head up the Federal Reserve. As chief of the US central
bank, he was instrumental in ultimately slaying the inflationary spiral that was ru…