Posts Tagged ‘deflation’



  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…
  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…
  September 6th, 2010

Discovering Opportunity Amidst Investor Fear

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 little over a year ago, consensus revolved around the notion that
inflation would be a real threat to the economy. Today, the dreaded d-word -“deflation…
  July 19th, 2010

Gold Enthusiasts – Still Waiting for Inflation

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 ultimately lead to runaway inflation. While the theory
sounds reasonable, the problem is that the facts do not back up this inflationary the…
  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…
  August 20th, 2009

Gold: The Waiting is the Hardest Part

Pacifica Partners’ August 20th 2009 Financial Post column entitled: "Gold: The Waiting is the Hardest Part"
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://tiny.cc/gold_waiting …