Pacifica Partners | blog
1868
paged,page,page-id-1868,page-template,page-template-blog-large-image-whole-post,page-template-blog-large-image-whole-post-php,paged-7,page-paged-7,,qode-child-theme-ver-1.0.0,qode-theme-ver-6.0,wpb-js-composer js-comp-ver-4.3.5,vc_responsive
 

blog

Canadian Real Estate – The Ignored Election Issue

Canadian Real Estate - The Ignored Election Issue April 7th Financial Post column:- Financial Post & Pacifica Perspectives As Canadians go through yet another election, politicians of all stripes are busy dusting off campaign slogans, attack ads and policy books. Each party puts forth its best ideas to fix what ails the country and what…

Enbridge Ride to Conquer Cancer

The Enbridge Ride to Conquer Cancer Pacifica Partners' Managing Director, Paul Bains will be participating in a two day major cycling event called "The Enbridge Ride to Conquer Cancer". A message from Paul to supporters, friends, colleagues and family follows: "I'll be cycling from Vancouver to Seattle with all of the proceeds raised going directly…

Vancouver Sun – Pacifica Partners

... New Ventures at the Beedie School of Business February 28th Vancouver Sun:- Vancouver Sun & Pacifica Perspectives Dr. Daniel Shapiro, Dean of Simon Fraser University's Business Faculty, mentions Pacifica Partners in a February 28th 2011 Vancouver Sun interview. An excerpt of the article is as follows: "2006 MBA graduates A.J. Sull, Aman Bhangu and…

Investment Compass: Exporting Inflation

Exporting Inflation - Food, Energy, and Emerging Markets Pacifica Partners' 2011 Winter quarter Investment Compass Quarterly Market Commentary examines rapidly rising food, energy, labor prices and the resulting political and economic consequences that we have been witnessing. 2011 Winter Quarter - Investment Compass on Scribd If the newsletter is not visible above, please visit the…

Hot Inflation Cools Emerging Markets

Hot Inflation Cools Emerging Markets February 14th Financial Post column:- Financial Post & Pacifica Perspectives It was said by Herb Stein, economic advisor to Richard Nixon, "That which cannot continue won't". Looking at some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad rush to seek opportunity…

Egypt Throws Investors a Curveball

Egypt Throws Investors a Curveball February 4th Financial Post column:- Financial Post & Pacifica Perspectives Many investors make their investing decisions based in part on economic forecasts. This style of investing is called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to sectors and industries that will fare…

Survey says ‘Investor complacency is high’

Survey says: 'Investor complacency is high' January 27th Financial Post column:- Financial Post & Pacifica Perspectives In the investment industry, there is never a shortage of data or opinions. Often times, the same data can support more than one opinion. One of the more intriguing pieces of data that makes the rounds is the American…

Strategy Notes – January 2011

Investment Strategy Notes - January 2011 Pacifica Partners' January 2011 "Investment Strategy Notes" is intended to provide our market outlook with a higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter. The accompanying strategy notes summarizes our observations on the equity and bond markets. Unlike previous comments, we have…

Bond Investors Receive Coal In Their Stockings

Bond Investors Receive Coal In Their Stockings Pacifica Partners' Financial Post Weekly Column - December 16th 2010 This and other articles also available online at: Financial Post & Pacifica Perspectives blog Given how markets are prone to disappoint the prevailing consensus, I was struck by the potential for this sort of logic to be turned…

US Dollar Gaining Fair-weather Friends

US Dollar Gaining Fair-weather Friends Pacifica Partners' Financial Post Weekly Column - November 28th 2010 This and other articles also available online at: Financial Post & Pacifica Perspectives blog 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…
View All