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Waiting for the Economy to Start Sprinting

Waiting for the Economy to Start Sprinting Pacifica Partners' Financial Post Weekly Column - December 17th 2009 This and other articles also available online at: Investment Waves Blog As the global economy began to pull out of its tailspin this year, the markets began to anticipate an economic rebound quite correctly. The recession likely ended…

Dubai Sends a Reminder to All Investors

Dubai Sends a Reminder to All Investors Pacifica Partners' Financial Post Weekly Column - December 3rd 2009 In just about any endeavor, complacency can be detrimental to continued success. Many of the most successful companies in the world have risen to the top of their respective industries by always being on the lookout for encroachments…

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…

Corporate Earnings: Looking Under The Hood

Corporate Earnings: Looking Under The Hood Pacifica Partners' Financial Post Weekly Column - Oct 22nd 2009 Preview: This month has seen perhaps the most eagerly anticipated set of quarterly earnings announcements by investors around the world. After the run up that the markets have enjoyed this year, many are wondering if corporations will be able…

Newsletter: Are We (Half Way) There Yet

Are We (Half Way) There Yet? - A look at the stimulus paved road to recovery Pacifica Partners' Investment Compass - Quarterly Market Commentary- Oct 18th 2009 In this issue: Pacifica Partners' 2009 third quarter Investment Compass Quarterly Market Commentary examines the economy's current state and the impact that the global economic stimulus packages have…

Gold – Chasing the Herd Can Trample Returns

Gold - Chasing the Herd Can Trample Returns Pacifica Partners' Financial Post Weekly Column - Oct 15th 2009 Preview: Many an academic paper has been written to better study mutual fund flows. The conclusion of most of them has been that investors consistently choose to chase returns. That is, they like to follow the herd…
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