November 2009

A Contrarian Look at China's Incredible Rise

A Contrarian Look at China's Incredible Rise Pacifica Partners' Financial Post Weekly Column - Nov 26th 2009 Preview: In the last two decades, China has achieved a remarkable economic track record. Millions of its people have been lifted out of poverty, it has left the shackles of Communism far behind while capturing the world’s attention…

Canada's (Sub-Prime) Mortgage Market

Canada's (Sub-Prime) Mortgage Market - Causing Concern for the Bank of Canada? Pacifica Partners' Financial Post Weekly Column - Nov 19th 2009 Preview: For most of this year the markets have been discounting an economic recovery. That is, they have been in rally mode in anticipation that the worst of the economic crisis is over.…

Time for the US Treasury to Offer Some Straight Talk

Time for the US Treasury to Offer Some Straight Talk Pacifica Partners' Financial Post Weekly Column - Nov 12th 2009 Preview: It seems that every time US Treasury Secretary Tim Geithner goes overseas, he ends up being ridiculed by just about everyone. This time it comes about because of his comments while in Tokyo in…

The US Dollar Carry Trade: Caution Ahead

The US Dollar Carry Trade: Caution Ahead Pacifica Partners' Financial Post Weekly Column - Nov 5th 2009 Preview: If one were to ask most any investor to choose the single most disliked asset class in the world it would be safe to assume that the reply would be “The US Dollar!”. The announcement yesterday by…

Paul Volcker: Where Are You Now

Paul Volcker: Where Are You Now? Pacifica Partners' Financial Post Weekly Column - Oct 29th 2009 Preview: In 1979, President Jimmy Carter named Paul Volcker to head up the Federal Reserve. As chief of the US central bank, he was instrumental in ultimately slaying the inflationary spiral that was running rampant. To this day, he…
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