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The Politics of Gas Prices

History has shown us that US presidential election cycles too often become fixated on a single issue or phrase that defines the election. In the 1980 election it was Reagan’s “Are you better off than you were four years ago?” and in 1992 the Clinton campaign was able to define the election around the phrase…

Charity Event and Live Performance

Pacifica Partners is proud to announce our joint sponsorship with Simon Fraser University Surrey Campus of the White Rock Players' Club performance at the White Rock Playhouse (Coast Capita Playhouse) on April 9th 2012 of "The Lion in Winter". Pacifica Partners has reserved all 218 seats to this exclusive performance night and will be hosting…

Canadian Housing-Bubble Chart Book

We continue to believe that Canadian real-estate is an asset class with an asymmetric risk profile. Simply put, the upside price potential to real estate is limited due to already extreme valuations yet the downside risks are significant from a number of factors including: Canadian Housing-Bubble Chart Book UPDATE: An update of this report was…

The Global Economy – Maybe the Glass is Half Full

To say that Europe dominated the 2011 financial headlines would be an understatement. One word or comment from a European politician or central banker sent stock markets tumbling. Conversely, the smallest hint of a resolution to the debt problems of the other “PIIGS” nations (Portugal, Ireland, Italy, Greece, and Spain) sent the markets soaring. The…

Putting a Floor Under Oil Prices

Only three years ago, it was thought that Saudi Arabia – the largest oil exporter and second largest producer in the world – could generate large budget surpluses with oil at $70/barrel. In recent weeks, new estimates state that the country would need oil at $75/barrel just to balance the budget – never mind trying…

Dividend Growth Opportunities

One of the most glaring benefits of weak global equity markets over the last year has been the fact that dividend yields are at their most attractive levels in nearly 30 years. This is especially so when we compare dividend yields to government bond yields. This has been a rare event over the last six…

Happy Holidays

Happy Holidays from everyone at Pacifica Partners! In lieu of greeting cards this year we have made a donation to the local food bank.

Canadians' Misery Index Rising

In the 1960s, an economic adviser to President Lyndon Johnson came up with the idea of an index to measure the general economic hardships felt by the masses. This index, appropriately labeled “the Misery Index”, is calculated by adding the unemployment rate to the inflation rate. As inflation and unemployment eased during the 1980s the…

Enhanced Real Estate Chart Book

The following chart book consists of 32 charts that summarize trends, key factors, and relative valuations of Canadian real estate in major Canadian centers. This summary has been generated solely for educational purposes and we would like to thank the UBC Sauder School of Business - Center for Urban Economics and Real Estate, as well…

Investment Compass – Recession Fears

The past three months have been the toughest for investors since the last quarter of 2008 when the financial crisis deepened after the collapse of Lehman Brothers. When the crisis and corresponding recession ended in 2009 it was believed by many that with governments and central banks around the world united in maintaining an accommodative…
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