Pacifica Partners' 2009 fourth quarter Investment Compass Quarterly Market Commentary examines the trade-off of fear for complacency by investors as the economy moves from recession to recovery. In this issue we also examine the importance of corporate earnings and the US consumer in the recovery, and highlight some positive trends for 2010.
Keywords: pacifica partners, vancouver capital management, surge in stock prices, us consumer, china, corporate earnings, 2009, 1974, economic rebound, economic forecasts, inventory restocking, consumer demand, balance sheets, vancouver view magazine, investment compass, quarterly market commentary
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Investment Compass