The past three months have been the toughest for investors since the last quarter of 2008 when the financial
crisis deepened after the collapse of Lehman Brothers. When the crisis and corresponding recession ended in
2009 it was believed by many that with governments and central banks around the wo…
Posts Tagged ‘Bond Market’
October 22nd, 2011
Investment Compass – Recession Fears
January 15th, 2011
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.
Investment Strategy Notes - January 2011 Pacifica Partners' January 2011 "Investme…
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - January 2011 Pacifica Partners' January 2011 "Investme…
December 16th, 2010
Bond Investors Receive Coal In Their Stockings
Two months ago, I was at a conference and sitting through a presentation and Q&A session with two of the more
prominent economists in Canada. The interesting aspect of the discussion amongst the room of investment
management professionals was the near unanimity with which it was believed that inter…
prominent economists in Canada. The interesting aspect of the discussion amongst the room of investment
management professionals was the near unanimity with which it was believed that inter…
November 1st, 2010
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. Inv…
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. Inv…
July 13th, 2010
Bond Vigilantes Dispensing Justice to the G20
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 enthusiasm levels were high, markets were betting on a “V shaped”
recovery and worries about the economy’s future were fading fast – at least …
at the beginning of the year, investor enthusiasm levels were high, markets were betting on a “V shaped”
recovery and worries about the economy’s future were fading fast – at least …
July 1st, 2010
Double Dip Recession or Not
Looking back at the start of this year, the markets began the year with good cheer and likely a fair dollop
of complacency. Fast forward to the second quarter, and all of a sudden the PIIGS group of countries, double
dip recession, and stubbornly high unemployment began to gain investor attention. …
of complacency. Fast forward to the second quarter, and all of a sudden the PIIGS group of countries, double
dip recession, and stubbornly high unemployment began to gain investor attention. …
