Several weeks ago, upon seeing an analysis of the data that details the speculative long and short positions
in the US dollar by currency traders, it put into perspective how one sided the Long Commodities & Long
Equities & Short the US Dollar trade had become. US Dollar Gaining Fair-weather Friend…
Posts Tagged ‘US dollar’
November 28th, 2010
US Dollar Gaining Fair-weather Friends
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 …
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…
March 4th, 2010
The Loonie Looks Ready to Fly
The rebound over the last year in the Canadian dollar has left the Bank of Canada in a bit of a quandary. The
Loonie Looks Ready To Fly Pacifica Partners' Financial Post Weekly Column - March 4th 2010 This and other
articles also available online at: Financial Post & Investment Waves Blog The rebou…
Loonie Looks Ready To Fly Pacifica Partners' Financial Post Weekly Column - March 4th 2010 This and other
articles also available online at: Financial Post & Investment Waves Blog The rebou…
February 26th, 2010
The Fears That Fuel Gold Prices
One of the most important drivers of the rise in gold prices since the end of the Great Financial Crisis has
been the fear of impending inflation. Looking at the Fears That Fuel Gold Prices Pacifica Partners' Financial
Post Weekly Column - February 26th 2010 This and other articles also available o…
been the fear of impending inflation. Looking at the Fears That Fuel Gold Prices Pacifica Partners' Financial
Post Weekly Column - February 26th 2010 This and other articles also available o…
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…
January 7th, 2010
China Makes First Move to Slow Speculators
China did not wait too long into the new year to begin taking preliminary action against speculators. China
Makes Its First Move to Slow Down Speculators Pacifica Partners' Financial Post Weekly Column - January 7th
2010 China did not wait too long into the new year to begin taking preliminary acti…
Makes Its First Move to Slow Down Speculators Pacifica Partners' Financial Post Weekly Column - January 7th
2010 China did not wait too long into the new year to begin taking preliminary acti…
November 12th, 2009
Time for the US Treasury to Offer Some Straight Talk
Time for the US Treasury to Offer Some Straight Talk Pacifica Partners' Financial Post Weekly Column - Nov
12th 2009 Preview: It seems that every time US Treasury Secretary Tim Geithner goes overseas, he ends up being
ridiculed by just about everyone. This time it comes about because of his comment…
12th 2009 Preview: It seems that every time US Treasury Secretary Tim Geithner goes overseas, he ends up being
ridiculed by just about everyone. This time it comes about because of his comment…
November 6th, 2009
The US Dollar Carry Trade: Caution Ahead
The US Dollar Carry Trade: Caution Ahead Pacifica Partners' Financial Post Weekly Column - Nov 5th 2009
Preview: If one were to ask most any investor to choose the single most disliked asset class in the world it
would be safe to assume that the reply would be “The US Dollar!”. The announcement…
Preview: If one were to ask most any investor to choose the single most disliked asset class in the world it
would be safe to assume that the reply would be “The US Dollar!”. The announcement…
