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Strategy Notes – January 2011

Jan 15 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

Dec 16 2010

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

Nov 28 2010

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…

What if QE2 Backfired?

Nov 13 2010

What if the Fed's QEII Backfired? Pacifica Partners' Financial Post Weekly Column - November 13th 2010 This and other articles also available online at: Financial Post & Pacifica Perspectives blog 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…

Markets Focus On Tea Party As Ireland Roiled

Nov 04 2010

Markets Focus On Tea Party As Ireland Roiled Pacifica Partners' Financial Post Weekly Column - November 4th 2010 This and other articles also available online at: Financial Post & Pacifica Perspectives blog When notorious US bank robber Willie Sutton was asked why he robbed banks, he replied "because that's where the money was." (Sutton actually…

Investment Compass: Market Distortions & Dislocations

Nov 01 2010

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. Investment Compass Quarterly Newsletter - 2010Q4 If the newsletter is not visible…

Fears of Currency Wars Helping to Lift Gold

Oct 04 2010

Fears of Currency Wars Helping to Lift Gold Pacifica Partners' Financial Post Weekly Column - October 4th 2010 This and other articles also available online at: Financial Post & Investment Waves Blog Until recently, it seems that one of the main underpinnings in the strength of gold has been fears of inflation. However, inflation data…

Discovering Opportunity Amidst Investor Fear

Sep 06 2010

Discovering Opportunity Amidst Investor Fear Pacifica Partners' Financial Post Weekly Column - Sept 2nd 2010 This and other articles also available online at: Financial Post & Investment Waves Blog Looking at the current debate about the economy, one cannot help but be reminded of how the discussion can lurch from one extreme to another. A…

Jumping on the Bond Bandwagon

Aug 16 2010

Jumping on the Bond Bandwagon Pacifica Partners' Financial Post Weekly Column - Aug 16th 2010 This and other articles also available online at: Financial Post & Investment Waves Blog Recent data shows that investors are flocking to bonds and bond mutual funds in overwhelming numbers. The image of the thundering herd comes to mind as…

Gold Enthusiasts – Still Waiting for Inflation

Jul 19 2010

Gold Enthusiasts: Still Waiting for Inflation Pacifica Partners' Financial Post Weekly Column - July 19th 2010 This and other articles also available online at: Financial Post & Investment Waves Blog One of the underlying premises of the investment merits of gold is that “reckless government printing of money” is debasing paper currencies and this will…