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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…

What if QE2 Backfired?

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

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

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

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

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

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

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

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…
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