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Boeckh Investment Letter

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

The Euro Crisis: Which Way to Bet?

Dramatic key developments over the past few weeks highlight just how critical the current environment is for investors. To be sure, this is a fast moving game and opinions and assumptions have to be challenged on a daily basis, hardly a great environment for investors when risks are large, but not measurable, and policymakers appear frozen. Below we take a look at the three most important economic regions―the eurozone, the U.S. and China.

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The Boeckh Investment Letter is a comprehensive service that provides analysis of factors affecting financial markets and broad investment recommendations* within an asset allocation context.  The service includes 12 to 18 issues per year (approximately every 3 to 4 weeks), depending on market conditions, i.e., changes in views, important new developments, etc.

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