user bar first menu

Boeckh Investment Letter

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

U.S. Sovereign Debt Crisis: Not If, But When

The Obama and Republican fiscal proposals and the political circus over debt extension in recent days have highlighted once again the inability of the U.S. political system to function in the face of a near and present danger. Standard & Poor’s, the credit rating agency, has now picked up on this, warning that fiscal inaction will trigger a downgrade on U.S. Treasury debt. This is good news in the sense that it marks the beginning of serious external pressures on politicians to make the necessary compromises to put the U.S. on a sustainable financial footing. However, the sheer magnitude of the required adjustments make it likely that any compromise before the 2012 election will be politically motivated and will deal only with short-term optics and palliatives.

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'