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Investment Compass: Exporting Inflation

Mar 03 2011

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

Feb 14 2011

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

Feb 04 2011

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’

Jan 27 2011

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

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…