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Taking an Inventory of Investor Worries

The Pacifica Partners Winter 2016 Quarterly Commentary: Most years, financial markets tend to rally in the month of December. As the 2015 holiday season wound down, investors found that Santa had deprived them of their traditional yearend rally. Instead of a rally, investors were left showered with volatility to close off 2015 and clinging to…

An Embarrassment of Riches

One of the few things Wall Street, Main Street and politicians of all stripes can agree on is that the economic recovery since the last recession has been slower than expected. If we listen closely to the speeches of various policy makers, there is an undertone of frustration in their voices. An Embarrassment of Riches…

The Challenges of Oversupply

This edition of our newsletter takes a look at a topic that we think deserves more attention from investors and policy makers. Since the end of the last reces- sion, there has been much debate around the topic of why the global economy has not been more responsive to the more than 500 interest rate…

Investors have a Taper Tantrum

The financial industry rarely has a challenge when coming up with clever headlines to describe the markets. Our newsletter gets its title from recent investor reaction to the mere hint that the US Feder-   al Reserve (the ‘Fed’) may reduce or ‘taper’ its monthly $85 billion bond purchase program. Since bond prices and interest…
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