We continue to believe that Canadian real-estate is an asset class with an asymmetric risk profile. Simply
put, the upside price potential to real estate is limited due to already extreme valuations yet the downside
risks are significant from a number of factors including: #outlook a{ padding:0; } …
Posts Tagged ‘debt’
August 22nd, 2011
Debt distraction masks opportunities in equities
Over the last several weeks, investors have been served a grim reminder of the volatility that markets are
capable of and are being reminded of the events of 2008. The conventional wisdom is that the markets are
reacting to the debt downgrade in the U.S. or the threat of default. As the U.S. debt c…
capable of and are being reminded of the events of 2008. The conventional wisdom is that the markets are
reacting to the debt downgrade in the U.S. or the threat of default. As the U.S. debt c…
March 3rd, 2011
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 -…
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 -…
February 14th, 2010
Europe’s Four Little PIGS: A Greek Tragedy
the markets are now confronted with the potential for yet another one – this time Europe is ground zero
Europe's Four Little PIGS: A Greek Tragedy Pacifica Partners' Financial Post Weekly Column - February 12th
2010 This and other articles also available online at: Financial Post & Investment Wav…
Europe's Four Little PIGS: A Greek Tragedy Pacifica Partners' Financial Post Weekly Column - February 12th
2010 This and other articles also available online at: Financial Post & Investment Wav…
December 3rd, 2009
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 alw…
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 alw…
September 10th, 2009
Falling Consumer Debt – Short term Pain Long term Gain
Falling Consumer Debt - Short term Pain Long term Gain Pacifica Partners' Financial Post Weekly Column - Sept
10th 2009 Preview: It is said that the hallmark of a bull market is its ability to shrug off seemingly bad
news and continue to scale the “wall of worry”. The current bull market’s ab…
10th 2009 Preview: It is said that the hallmark of a bull market is its ability to shrug off seemingly bad
news and continue to scale the “wall of worry”. The current bull market’s ab…
May 28th, 2009
After a Long Absence: Deficits Make Noise in Canada
Pacifica Partners’ May 28 th 2009 Financial Post column entitled: "After a Long Absence: Deficits Make
Noise in Canada" Can be read on the Financial Post website by clicking on the above hyper link or by pasting
the following link into your browser: http://network.nationalpost.com/np/blogs/fpmaga…
Noise in Canada" Can be read on the Financial Post website by clicking on the above hyper link or by pasting
the following link into your browser: http://network.nationalpost.com/np/blogs/fpmaga…
