Inflation: Still Not That ’70s Show
In This Issue: Supply chain issues hitting the economy Inflation concerns rise Energy prices throwing a curveball All eyes are on the central banks The emergence of the global economy from the pandemic induced lockdown last year has brought about more than a few curveballs. The turbocharged economic growth rate…
Read moreSupply, Demand and the Exaggerated Demise of Oil
In This Issue: JP Morgan analyst: policies are reducing fossil fuel energy capacity faster than demand can switch to renewables Oil supply must rise to balance steady demand EVs face challenges from infrastructure and copper supply In response to reports of his passing in 1897, the great American author, Mark…
Read moreEconomic Blue Skies & Awakening Inflation
In This Issue: Global economic growth gathering momentum Vaccines have strengthened the economic recovery Nations facing different paths out of the downturn due to differences in vaccination rates Inflation is going to be a hurdle for the economy The global economy has come roaring back faster and further than the…
Read moreInflation Starting to Stir
In This Issue: Vaccination rates are the key to maintaining economic momentum Government support payments have helped create a surge in household savings Pent –up consumer demand could create inflationary pressures Global supply chains leading to production challenges for some industries COVID-19 has had the world in its grip for…
Read moreLessons From Market History: Price Does Matter
In This Issue: Looking at the premium of US technology stocks Drawing lessons from market history Great companies do not always make great investments The price you pay for an investment matters With nearly 10 months of experiencing the duress of COVID-19, the global economy continues to adjust and adapt…
Read moreTaking Stock of the Economy’s Recovery
In this issue: Measuring the economic rebound Fears of a second wave Global efforts underway for a COVID-19 vaccine Global governments continue to support their economies with stimulus Any economic downturn is a challenge even under the most normal of circumstances. But throw a global pandemic into the mix and…
Read moreCOVID-19: Paving an Uneven Path to Recovery
In this issue Global economy gripped in a historic downturn World’s first “forced recession” Turning the corner and “flattening the curve” Governments have gone “all in” with efforts to stabilize the economy Equity markets are trying to price in the extent of the ultimate decline in corporate profits As 175…
Read moreCOVID-19: Charting A Path Forward
In this issue Current economic & market conditions Using market history as a guide to this crisis. What a recovery may look like What & when to buy On Thursday, April 02nd, 2020 Pacifica Partners hosted their first Live Webinar regarding the overview of our investment strategy as the global…
Read moreThe Futility of Forecasting
In this issue Market forecasts do not have a great record Markets are impacted by too many variables to be able to lend themselves to consistent prediction S&P 500 companies set to payout over $500 billion in dividends in 2020 Importance of investor psychology & its unpredictability One of the…
Read moreUS Defense Industry: Global Conflict Lifting Profits
In this issue Post Cold War peace dividend came and went US debt is a constraint on its military capacity America’s military strategy has shifted back towards a “great powers” conflict scenario US defense sector is a major contributor to the economy and offers several world class companies to investors…
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