In the 1960s, an economic adviser to President Lyndon Johnson came up with the idea of an index to measure
the general economic hardships felt by the masses. This index, appropriately labeled “the Misery Index”,
is calculated by adding the unemployment rate to the inflation rate. As inflation a…
Posts Tagged ‘Inflation’
November 4th, 2011
Canadians’ Misery Index Rising
February 14th, 2011
Hot Inflation Cools Emerging Markets
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 abroad has resulted in the overvaluation of some emerging …
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
February 4th, 2011
Egypt Throws Investors a Curveball
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 the best under the forecasted economic numbers…
called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to
sectors and industries that will fare the best under the forecasted economic numbers…
January 15th, 2011
Strategy Notes – January 2011
Pacifica Partners' January 2011 "Investment Strategy Notes" is intended to provide our market outlook with a
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - January 2011 Pacifica Partners' January 2011 "Investme…
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - January 2011 Pacifica Partners' January 2011 "Investme…
November 1st, 2010
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. Inv…
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. Inv…
September 6th, 2010
Discovering Opportunity Amidst Investor Fear
Looking at the current debate about the economy, one cannot help but be reminded of how the discussion can
lurch from one extreme to another. A little over a year ago, consensus revolved around the notion that
inflation would be a real threat to the economy. Today, the dreaded d-word -“deflation…
lurch from one extreme to another. A little over a year ago, consensus revolved around the notion that
inflation would be a real threat to the economy. Today, the dreaded d-word -“deflation…
July 19th, 2010
Gold Enthusiasts – Still Waiting for Inflation
One of the underlying premises of the investment merits of gold is that “reckless government printing of
money” is debasing paper currencies and this will ultimately lead to runaway inflation. While the theory
sounds reasonable, the problem is that the facts do not back up this inflationary the…
money” is debasing paper currencies and this will ultimately lead to runaway inflation. While the theory
sounds reasonable, the problem is that the facts do not back up this inflationary the…
July 1st, 2010
Double Dip Recession or Not
Looking back at the start of this year, the markets began the year with good cheer and likely a fair dollop
of complacency. Fast forward to the second quarter, and all of a sudden the PIIGS group of countries, double
dip recession, and stubbornly high unemployment began to gain investor attention. …
of complacency. Fast forward to the second quarter, and all of a sudden the PIIGS group of countries, double
dip recession, and stubbornly high unemployment began to gain investor attention. …
June 9th, 2010
Strategy Notes – June 2010
Pacifica Partners' June 2010 "Investment Strategy Notes" is intended to provide our market outlook with a
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - June 2010 Pacifica Partners' June 2010 "Investment Strate…
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - June 2010 Pacifica Partners' June 2010 "Investment Strate…
March 12th, 2010
Bernanke or Obama: Who Gets Credit for the Economy
Watching the Sunday morning talk shows on the US networks is always an entertaining experience for the
politically inclined. No matter what the issue being discussed, both sides are advocated with verbal vigor.
Bernanke or Obama: Who Should Get Credit for Stabilizing the Economy? Pacifica Partners'…
politically inclined. No matter what the issue being discussed, both sides are advocated with verbal vigor.
Bernanke or Obama: Who Should Get Credit for Stabilizing the Economy? Pacifica Partners'…
