Explore Our Past
Newsletters

Inflation Fueling Markets’ Anxiety

Feb 2022 Issue

In This Issue: Interest rates set to rise Investor anxiety is rising Markets undergoing a repricing History shows worries might be misplaced For over 40 years, interest rates have been falling across the world. However, the path of interest rates has not followed a smooth path downward. To those with…

Read more

Inflation: Still Not That ’70s Show

Oct 2021 Issue

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 more

Supply, Demand and the Exaggerated Demise of Oil

Aug 2021 Issue

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 more

Economic Blue Skies & Awakening Inflation

May 2021 Issue

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 more

Inflation Starting to Stir

Feb 2021 Issue

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 more

Lessons From Market History: Price Does Matter

Feb 2021 Issue

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 more

Taking Stock of the Economy’s Recovery

Jul 2020 Issue

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 more

COVID-19: Paving an Uneven Path to Recovery

Apr 2020 Issue

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 more

COVID-19: Charting A Path Forward

Apr 2020 Issue

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 more

The Futility of Forecasting

Feb 2020 Issue

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 more