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Inflation: Still Not That ’70s Show

In This Issue: Supply chain issues hitting the economy Inflation concerns rise Energy prices throwing a curveball All eyes are on the central banks The emergence of the global economy from the pandemic induced lockdown last year has brought about more than a few curveballs. The turbocharged economic growth rate that began with the end…

Supply, Demand and the Exaggerated Demise of Oil

In This Issue: JP Morgan analyst: policies are reducing fossil fuel energy capacity faster than demand can switch to renewables Oil supply must rise to balance steady demand EVs face challenges from infrastructure and copper supply In response to reports of his passing in 1897, the great American author, Mark Twain, was alleged to have…

Economic Blue Skies & Awakening Inflation

In This Issue: Global economic growth gathering momentumVaccines have strengthened the economic recoveryNations facing different paths out of the downturn due to differences in vaccination ratesInflation is going to be a hurdle for the economy The global economy has come roaring back faster and further than the consensus of economic forecasters and policy makers had…

Inflation Starting to Stir

In This Issue: Vaccination rates are the key to maintaining economic momentumGovernment support payments have helped create a surge in household savingsPent –up consumer demand could create inflationary pressures Global supply chains leading to production challenges for some industries COVID-19 has had the world in its grip for over a year. A year ago, it was…

Lessons From Market History: Price Does Matter

In This Issue: Looking at the premium of US technology stocks Drawing lessons from market history Great companies do not always make great investments The price you pay for an investment matters With nearly 10 months of experiencing the duress of COVID-19, the global economy continues to adjust and adapt to a whole new frontier.…

Taking Stock of the Economy’s Recovery

In this issue: Measuring the economic rebound Fears of a second wave Global efforts underway for a COVID-19 vaccine Global governments continue to support their economies with stimulus Any economic downturn is a challenge even under the most normal of circumstances. But throw a global pandemic into the mix and the magnitude of the challenge…

COVID-19: Paving an Uneven Path to Recovery

In this issue Global economy gripped in a historic downturn World’s first “forced recession” Turning the corner and “flattening the curve” Governments have gone “all in” with efforts to stabilize the economy Equity markets are trying to price in the extent of the ultimate decline in corporate profits As 175 countries and territories battle over…

COVID-19: Charting A Path Forward

In this issue Current economic & market conditionsUsing market history as a guide to this crisis.What a recovery may look likeWhat & when to buy On Thursday, April 02nd, 2020 Pacifica Partners hosted their first Live Webinar regarding the overview of our investment strategy as the global economy enters a recession caused by the COVID-19…

The Futility of Forecasting

In this issue Market forecasts do not have a great recordMarkets are impacted by too many variables to be able to lend themselves to consistent predictionS&P 500 companies set to payout over $500 billion in dividends in 2020Importance of investor psychology & its unpredictability One of the age-old traditions of the investment industry is to…

US Defense Industry: Global Conflict Lifting Profits

In this issue Post Cold War peace dividend came and wentUS debt is a constraint on its military capacityAmerica’s military strategy has shifted back towards a “great powers” conflict scenarioUS defense sector is a major contributor to the economy and offers several world class companies to investors When the Berlin Wall fell nearly 30 years…
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