Posts Tagged ‘commodities’



  May 14th, 2013

Canada & the USA, a Tale of Two Economies

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…
  May 9th, 2011

The Unbalancing China Equation

By now most investors have a pretty strong grasp of the problems facing the US. These problems range from
massive US debt, unemployment, depressed real estate, and the list goes on. Conversely, the image of China as
a country with a supercharged economy and seemingly no real challenges on the horiz…
  June 9th, 2010

Strategy Notes – June 2010

Pacifica Partners' June 2010 "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 - June 2010 Pacifica Partners' June 2010 "Investment Strate…
  November 26th, 2009

A Contrarian Look at China’s Incredible Rise

A Contrarian Look at China's Incredible Rise Pacifica Partners' Financial Post Weekly Column - Nov 26th 2009
Preview: In the last two decades, China has achieved a remarkable economic track record. Millions of its
people have been lifted out of poverty, it has left the shackles of Communism far beh…
  November 6th, 2009

The US Dollar Carry Trade: Caution Ahead

The US Dollar Carry Trade: Caution Ahead Pacifica Partners' Financial Post Weekly Column - Nov 5th 2009
Preview: If one were to ask most any investor to choose the single most disliked asset class in the world it
would be safe to assume that the reply would be “The US Dollar!”. The announcement…
  October 18th, 2009

Newsletter: Are We (Half Way) There Yet

Are We (Half Way) There Yet? - A look at the stimulus paved road to recovery Pacifica Partners' Investment
Compass - Quarterly Market Commentary- Oct 18th 2009 In this issue: Pacifica Partners' 2009 third quarter
Investment Compass Quarterly Market Commentary examines the economy's current state an…
  July 17th, 2009

Newsletter: Stimulus, China, & the Economy

Investment Compass - Quarterly Market Commentary - Q2 2009 …
  June 15th, 2009

China Goes Shopping For Commodities

Pacifica Partners’ June 11th 2009 Financial Post column entitled: "China Goes Shopping For Commodities" Can
be read on the Financial Post website by clicking on the above hyper link or by pasting the following link
into your browser: http://network.nationalpost.com/np/blogs/fpmagazinedaily/archiv…
  April 23rd, 2009

Currency Markets: The Real Driver of Market Movements

Pacifica Partners’ April 23rd 2009 blog-column entitled: “Currency Markets: The Real Driver of Market
Movements?” Can be read on the Financial Post website by clicking the following link:
http://network.nationalpost.com/np/blogs/fpmagazinedaily/archive/2009/04/23/currency-markets-the-real-driv…