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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…

Bond Vigilantes Dispensing Justice to the G20

Jul 13 2010

Bond Vigilantes Dispensing"Justice" to the G20 Pacifica Partners' Financial Post Weekly Column - July 12th 2010 This and other articles also available online at: Financial Post & Investment Waves Blog One of the most important signposts for investors is to look for extremes in consensus thinking. For example, at the beginning of the year, investor…

Double Dip Recession or Not

Jul 01 2010

Double Dip Recession or Not? Maybe the Bond Market Knows Pacifica Partners' Financial Post Weekly Column - July 1st 2010 (Happy Canada Day) This and other articles also available online at: Financial Post & Investment Waves Blog Looking back at the start of this year, the markets began the year with good cheer and likely…

Pacifica Partners on BNN’s Trading Day

Jun 24 2010

Pacifica Partners TV interview on BNN Pacifica Partners' President and Chief Investment Officer, AJ Sull, was interviewed today on Business News Network. Topics of discussion included our current asset allocation and stocks into which we would possibly deploy our cash reserves. Stocks that were referenced included names in the Canadian materials space, a US energy…

BP ‘s Showdown With Congress: Politics Trumps Common Sense

Jun 18 2010

BP 's Showdown With Congress: Politics Trumps Common Sense Pacifica Partners' Financial Post Weekly Column - June 18th 2010 This and other articles also available online at: Financial Post & Investment Waves Blog One of the great spectacles that the world gets to watch periodically is a US congressional hearing. The politicians are in fine…