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Pacific Capital Associates

Financial Advisors in San Diego, CA

  • About
  • Investing
    • Investment Management
    • Risk Analysis
    • GMO Climate Change Fund
  • Financial Planning
  • Insights
  • Client Login
  • Schedule A Call

Investment Insights

January 23, 2023 By Rich Toscano

Looking back on 2022: valuation matters after all (eventually)

Jan 23, 2023: Bursting bubbles and a historically bad year for balanced investment portfolios 2022 was the year where a lot of the imbalances that we've been writing about for quite some time finally started to unwind. There was absolute devastation in areas that we referred to last year as …

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July 8, 2022 By Victoria Hooker

Weathering the markets’ worst first half in 50 years

July 8, 2022: Our primary goal is to help our clients grow their investments over time, and hugely important to that pursuit is the avoidance of disaster along the way. This means steering clear of market “wipeouts” – huge losses that can take years or potentially even decades to recover …

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May 3, 2022 By Victoria Hooker

The bursting bubble(?), potential outcomes, and an opportunity in I Bonds

May 3, 2022: In this article we’re going to discuss signs of a bursting US growth stock bubble, the downturn in global markets more broadly, our investment outlook, and a good investment you can make on your own. How’s the bubble doing? (short answer: not well) In February, we suggested that …

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March 8, 2022 By Victoria Hooker

Ukraine, Russia, and markets

March 7, 2022: Like everyone, we’ve been riveted and horrified by the Russian invasion of Ukraine. Some clients have asked about investment implications, so we put together a few thoughts below. For some perspective, Russia represented about 2% of global economic activity, and Ukraine a lot …

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February 18, 2022 By Rich Toscano

The beginning of the end of the bubble?

February 17, 2022: A year ago, we wrote a piece expressing the view that US growth stocks had entered a major speculative bubble. We didn’t know when that bubble would reach its peak, because that can only be known in hindsight. But we did suggest that it would peak at some point, and would …

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December 3, 2021 By Rich Toscano

What’s going on with inflation?

December 2, 2021: Inflation has been a hot topic as consumers have recently been hit with the fastest price increases in decades. Investors are wondering about the investment implications, and they are right to do so, as inflation can have a major impact on markets and valuations. This article …

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October 15, 2021 By Victoria Hooker

What’s going on with housing?

October 15, 2021: In this article, we’ll discuss the housing market – the causes of the price boom, how sustainable they are, and how this compared to the mid-2000’s bubble. Why have home prices gone up so much? In the 12 months leading to July 2021, single family home prices increased by 20% …

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August 10, 2021 By Victoria Hooker

A generational opportunity in value vs. growth

August 10, 2021: Back in late January, we argued that US growth stocks had become a full-scale bubble. Since then, some of the high-flying investments we wrote about have done quite poorly. Tesla and Gamestop both peaked within days of our article; they are down 21% and 56% respectively. An …

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March 4, 2021 By Victoria Hooker

If there’s a bubble, why not go to cash?

March 4, 2021: We’ve gotten this question a few times: a bursting bubble in US growth stocks will likely drag everything down for a while; why not just sell out and wait for this to unfold? It’s a reasonable question, and we would love to be able to avoid a downturn if we thought it could …

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March 4, 2021 By Victoria Hooker

US growth bubble part 2: how we’re investing

March 4, 2021: In our last article, we made the case for a major speculative bubble in US growth stocks . Below we’ll discuss how we are investing in this situation, starting with a look back at the last two major bubbles. The tech bubble – safety in value The US stock market declined by …

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4747 Viewridge Ave
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Pacific Capital Associates, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pacific Capital Associates, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Pacific Capital Associates, Inc. unless a client service agreement is in place.

The commentary on this website reflects the personal opinions, viewpoints, and analyses of the Pacific Capital Associates, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Pacific Capital Associates, Inc. or performance returns of any Pacific Capital Associates, Inc. investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Pacific Capital Associates, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Pacific Capital Associates, Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Pacific Capital Associates, Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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