user bar first menu

Boeckh Investment Letter

Investment and economic commentary by J.Anthony Boeckh and Robert Boeckh

Dear Subscriber:

Please note that, as of September 15th, 2013, we will no longer be publishing the Boeckh Investment Letter as we will be focusing our efforts towards our affiliated charity, The Graham Boeckh Foundation.  As a result, we are no longer accepting additional subscriptions. Thank you for your understanding.

Latest Commentaries

September 05, 2013

In our August letter we pointed out that the turnaround in global economic growth would continue to reduce central bank enthusiasm for QE (bond purchases) and lead to sustained upward pressure on...

August 16, 2013

The global economy continues to have a better feel to it, a trend in evidence for the past month or two. Once again, financial markets have forecast this strengthening. The better tempo of...

July 26, 2013

The liquidity-fuelled bull market remains intact. Fears of the Fed making a premature exit from quantitative easing, which caused the sell-off in mid-June have proven misplaced. In his July 17th...

Special Reports

September 11, 2013

This special report will take an in-depth look at current and historical trends in income inequality, its causes and consequences, and possible directions for policy. It focuses on the U.S., but...

August 28, 2013

Contributing author Jordan Hokanson, President of HCI Ventures Ltd., outlines the benefits of investing in agriculture. "Investing in Farmland" goes beyond “pop economics” to explore the...

July 15, 2013

Last summer, we published a Special Report entitled A “Two Euro Solution” to a Terminal Illness. We argued then that the most likely and least painful way out of the eurozone crisis was for...



GlobeMarket Analysis

We provide regular commentary on global macro-economic issues, focusing on how they are likely to affect your investments.  This perspective will help you manage portfolio risk, protecting savings and optimizing long-run returns.

Learn More

PresentationIn-Depth Reports

Our special reports deal with critical current issues, such as the eurozone crisis, the debt supercycle and the transformation of energy markets through new technology.

Learn More


UserCommentAsk the Editors

Full subscribers can access the Boeckh Investment Letter editors to discuss topics of interest.

Learn More

iPadMobile Ready

All of our material can be read online from a home computer, tablet, iPad, iPhone, or Android mobile device, and we email clients a PDF version of our reports.

Learn More