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Low Interest Rates a Fading Solution

The last several months have served as a reminder to the global financial markets that the work of central banks is not done yet. Nearly six years after the last recession ended the world finds itself still guessing as to when interest rates will finally begin to rise. As Europe is so clearly illustrating, central…

Investment Compass: Exporting Inflation

Exporting Inflation - Food, Energy, and Emerging Markets Pacifica Partners' 2011 Winter quarter Investment Compass Quarterly Market Commentary examines rapidly rising food, energy, labor prices and the resulting political and economic consequences that we have been witnessing. 2011 Winter Quarter - Investment Compass on Scribd If the newsletter is not visible above, please visit the…

Investment Compass: Market Distortions & Dislocations

Market Distortions & Dislocations - Central Banks Battle With Deflation Pacifica Partners' 2010 third quarter Investment Compass Quarterly Market Commentary examines the market distortions that we are witnessing in Oil, Gold, Currency, and Bond markets as a result of US Central Bank policy. Investment Compass Quarterly Newsletter - 2010Q4 If the newsletter is not visible…
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