February 2011

Hot Inflation Cools Emerging Markets

Hot Inflation Cools Emerging Markets February 14th Financial Post column:- Financial Post & Pacifica Perspectives It was said by Herb Stein, economic advisor to Richard Nixon, "That which cannot continue won't". Looking at some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad rush to seek opportunity…

Egypt Throws Investors a Curveball

Egypt Throws Investors a Curveball February 4th Financial Post column:- Financial Post & Pacifica Perspectives Many investors make their investing decisions based in part on economic forecasts. This style of investing is called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to sectors and industries that will fare…
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