History has shown us that US presidential election cycles too often become fixated on a single issue or
phrase that defines the election. In the 1980 election it was Reagan’s “Are you better off than you were
four years ago?” and in 1992 the Clinton campaign was able to define the election ar…
Posts Tagged ‘oil’
April 25th, 2012
The Politics of Gas Prices
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…
February 14th, 2011
Hot Inflation Cools Emerging Markets
It was said by Herb Stein, economic advisor to Richard Nixon, "That which cannot continue won't". Looking at
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
February 4th, 2011
Egypt Throws Investors a Curveball
Many investors make their investing decisions based in part on economic forecasts. This style of investing is
called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to
sectors and industries that will fare the best under the forecasted economic numbers…
called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to
sectors and industries that will fare the best under the forecasted economic numbers…
November 13th, 2010
What if QE2 Backfired?
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 consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
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…
June 18th, 2010
BP ‘s Showdown With Congress: Politics Trumps Common Sense
One of the great spectacles that the world gets to watch periodically is a US congressional hearing. The
politicians are in fine form as they do their best to elevate the word "theatrics" to an entirely new level.
BP 's Showdown With Congress: Politics Trumps Common Sense Pacifica Partners' Financi…
politicians are in fine form as they do their best to elevate the word "theatrics" to an entirely new level.
BP 's Showdown With Congress: Politics Trumps Common Sense Pacifica Partners' Financi…
January 17th, 2010
Using Oil Services Stocks to Get Insight Into Oil’s Future
One of the biggest questions on the collective mind of the market is “Where are oil prices going?” Using
Oil Service Stocks to Get Insight Into Oil's Future Pacifica Partners' Financial Post Weekly Column - January
15th 2010 This and other articles also available online at: Financial Post & Inv…
Oil Service Stocks to Get Insight Into Oil's Future Pacifica Partners' Financial Post Weekly Column - January
15th 2010 This and other articles also available online at: Financial Post & Inv…
Newsletter: Stimulus, China, & the Economy