Archive for November, 2010



  November 28th, 2010

US Dollar Gaining Fair-weather Friends

Several weeks ago, upon seeing an analysis of the data that details the speculative long and short positions
in the US dollar by currency traders, it put into perspective how one sided the Long Commodities & Long
Equities & Short the US Dollar trade had become. US Dollar Gaining Fair-weather Friend…
  November 13th, 2010

What if QE2 Backfired?

The markets have become so fixated on the Federal Reserve's quantitative easing (QEII) policy that they seem
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
  November 4th, 2010

Markets Focus On Tea Party As Ireland Roiled

When notorious US bank robber Willie Sutton was asked why he robbed banks, he replied "because that's where
the money was". (Sutton actually denied ever saying that - blaming it on a reporter looking for a catchy
quote.) What does Willie Sutton have to do with the Tea Party? Markets Focus On Tea Pa…
  November 1st, 2010

Investment Compass: Market Distortions & Dislocations

Market Distortions & Dislocations - Central Banks Battle With Deflation Pacifica Partners' 2010 third
quarter Investment Compass Quarterly Market Commentary examines the market distortions that we are witnessing
in Oil, Gold, Currency, and Bond markets as a result of US Central Bank policy. Inv…