"Fragility will remain with us for a long time. Markets and institutions are brittle and subject to confidence shocks, as can clearly be seen in the Greek debt saga."

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

To receive a timely copy of The Boeckh Investment Letter, please click here.

Recent Commentaries

Volume 2.2 Return of the Bond Vigilantes - February 25 2010

Volume 2.1 Global Disequilibria - February 3 2010

Volume 1.14 Risk & Uncertainty in 2010 - December 21 2009

Volume 1.13 Asset Recovery or Asset Bubble? - December 4 2009

Volume 1.12 The Dollar's Descent: Orderly or Not? - October 30 2009

Volume 1.11 Deleveraging and Froth - October 6 2009

Volume 1.10 The Fed's Dilemma - September 16 2009

Volume 1.9 China's Reflation Experiment - August 11 2009

Volume 1.8 The Great Reflation Experiment - July 23 2009

Volume 1.7: Investment Outlook - June 17 2009

Volume 1.6: Thoughts from the Club X Investment Conference - May 27 2009

Volume 1.5: Oil Another Supply Shock Ahead - April 29 2009

Volume 1.4: Life After the G-20 Meeting - April 10, 2009

Volume 1.3: The Housing Market - March 17 2009

Volume 1.2: The Coming U S Fiscal Crisis - February 23 2009

Volume 1.1: Some Current Thoughts on the Financial Crisis - January 30 2009