user bar first menu

Boeckh Investment Letter

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

Nice Summer Rally - Triumph of Hope over Experience

The summer rally has taken the S&P 500 up 9.5% from the low of last June. Most other equity markets have also moved smartly higher as “risk on” sentiment became dominant. Bonds have reacted similarly with strong rallies in the troubled debt markets (e.g. Italy and Spain) and sell-offs in safe haven markets (e.g. Germany, U.S., Japan, Canada).

The “risk on” investment cliché describes markets since the rally began. However, our view of the world is that none of the major investment risk factors have eased in any fundamental way. What has changed is the perception—misplaced according to us—that the eurozone is in the process of resolving some key problems, thereby improving the odds of making the euro viable.

Subscribe to view the full report

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.

Read free sample commentaries

Full Service

1 Year Subscription  - US $1995.00

3 Month Trial - US $525.00

The full service includes:

  • Special Reports concerning important topics relevant to investors
  • Comprehensive asset allocation strategy and analysis (quarterly)
  • Short, informal commentaries on particular ideas/thoughts
  • Moderate e-mail access to the editors, Tony and Robert Boeckh

Basic Service

1 Year Subscription  - US $395.00

3 Month Trial - US $99.00

The basic service includes:

  • Comprehensive asset allocation strategy and analysis (quarterly)
  • Short, informal commentaries on particular ideas/thoughts

 

For more subscription information, please see our Frequently Asked Questions


For multiple subscriber discounts, please contact us at info@bccl.ca.

*  Please see our 'Terms of Service'