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…
Posts Tagged ‘stocks’
August 22nd, 2011
Debt distraction masks opportunities in equities
November 13th, 2010
What if QE2 Backfired?
The markets have become so fixated on the Federal Reserve's quantitative easing (QEII) policy that they seem
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
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…
May 12th, 2009
Rising unemployment and rising stock markets – How can this be
Pacifica Partners’ May 08th 2009 Financial Post column entitled: “Rising Unemployment and Rising Stock
Markets: How can this be?” 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.co…
Markets: How can this be?” 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.co…



