When two countries are as interconnected as Canada and the US, it is often the case that their respective
economic circumstances are at least somewhat similar. For these two North American neighbors, however, their
economies and stock markets have diverged considerably over recent months. This shou…
Posts Tagged ‘Canada’
May 14th, 2013
Canada & the USA, a Tale of Two Economies
May 14th, 2013
Canada US Real Estate Chartbook
Horace, the ancient Roman poet of the first century BCE wrote in his work Ars Poetica, "many shall be
restored that are now fallen and many shall fall that are now in honor." We can say with absolute certainty
that Horace was not referring to modern day North American real estate markets. However, …
restored that are now fallen and many shall fall that are now in honor." We can say with absolute certainty
that Horace was not referring to modern day North American real estate markets. However, …
December 7th, 2012
The Canadian Real Estate Correction Chartbook
Last fall Paris based bank, Societe Generale, produced a comprehensive report on the impact of changing
global demographics on consumer trends. The report points to the rapid development of property markets in much
of the western world since the 1990s as a by-product of maturing baby boomers shifti…
global demographics on consumer trends. The report points to the rapid development of property markets in much
of the western world since the 1990s as a by-product of maturing baby boomers shifti…
June 29th, 2012
Buy and Hold Investing: Lessons from Japan
In the 1980s, “Japan Inc.” was a popular term used to describe the strength of corporate Japan and the
country’s economic system. Volumes of books were written on why the Japanese economic system should serve as
a model for other countries. By the start of the 1990s, Japan entered into a stag…
country’s economic system. Volumes of books were written on why the Japanese economic system should serve as
a model for other countries. By the start of the 1990s, Japan entered into a stag…
January 31st, 2012
Putting a Floor Under Oil Prices
Only three years ago, it was thought that Saudi Arabia – the largest oil exporter and second largest
producer in the world – could generate large budget surpluses with oil at $70/barrel. In recent weeks, new
estimates state that the country would need oil at $75/barrel just to balance the budge…
producer in the world – could generate large budget surpluses with oil at $70/barrel. In recent weeks, new
estimates state that the country would need oil at $75/barrel just to balance the budge…
November 4th, 2011
Canadians’ Misery Index Rising
In the 1960s, an economic adviser to President Lyndon Johnson came up with the idea of an index to measure
the general economic hardships felt by the masses. This index, appropriately labeled “the Misery Index”,
is calculated by adding the unemployment rate to the inflation rate. As inflation a…
the general economic hardships felt by the masses. This index, appropriately labeled “the Misery Index”,
is calculated by adding the unemployment rate to the inflation rate. As inflation a…
October 6th, 2011
Canadian Real Estate Chart Book
The Pacifica Partners' Canadian Real Estate Chart-book is a summary of Canadian home price trends versus both
Canadian equities (TSX index) and home prices in major US cities. Charts for 12 month rates of change for home
prices and "sales pair" volume in Vancouver, Calgary, Toronto, and Montreal ar…
Canadian equities (TSX index) and home prices in major US cities. Charts for 12 month rates of change for home
prices and "sales pair" volume in Vancouver, Calgary, Toronto, and Montreal ar…
April 7th, 2011
Canadian Real Estate – The Ignored Election Issue
As Canadians go through yet another election, politicians of all stripes are busy dusting off campaign
slogans, attack ads and policy books. Each party puts forth its best ideas to fix what ails the country and
what will propel it forward on a wave of prosperity. Canadian Real Estate - The Ignored …
slogans, attack ads and policy books. Each party puts forth its best ideas to fix what ails the country and
what will propel it forward on a wave of prosperity. Canadian Real Estate - The Ignored …
March 3rd, 2011
Investment Compass: Exporting Inflation
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 -…
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 -…
April 15th, 2010
Canada’s Housing Bubble: It’s NOT Different This Time
During the depth of the financial crisis, the political appetite to rein in perceived excesses in various
segments of the economy was significant. It seemed that international conferences amongst the G20 nations were
being held at ever shrinking intervals promising that those deemed to be held resp…
segments of the economy was significant. It seemed that international conferences amongst the G20 nations were
being held at ever shrinking intervals promising that those deemed to be held resp…
