STOCKS

Peter Boockvar

CIO,

One Point BFG Wealth Partners

About Peter

Peter Boockvar is the chief investment officer at One Point BFG Wealth Partners. He is also the editor of The Boock Report, a macro market newsletter. Prior to joining Bleakley, he was the chief market analyst at The Lindsey Group, a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. Before this, Mr. Boockvar worked as a macro analyst and portfolio manager for a brief time at Omega Advisors and had previously been a partner at Miller Tabak + Company where he was the equity strategist and a portfolio manager.

Peter's Articles

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AI Stocks: Watch the Threat Coming from China

My friend Louis Gave likes to say, “When China walks into the room, profits walk out the door.” The country continues to raise its game when it comes to AI models and to remind again, CXMT just went public in Shanghai, notes Peter Boockvar, editor of The Boock Report.

Peter Boockvar

COMMODITIES

Tickers: AIQ, FXI, QQQ

Commodities: Why Strong Trucking Demand Reinforces My Bullish Stance

What do you get when trucking prices jump? You get an increase in heavy duty truck orders – and that is what we’re seeing. Here’s why that means we remain commodity bulls, writes Peter Boockvar, editor of The Boock Report.

Peter Boockvar

COMMODITIES

Tickers: UNG, USO

Manufacturing: Solid Now, But What Happens When Restocking Boost Runs Out?

The S&P Global manufacturing PMI rose again to 55.7 from 55.1 – and continues to be boosted by restocking of inventories. But the mixed and uneven economy continues, with the pockets of strength highly concentrated, maintains Peter Boockvar, editor of The Boock Report.

Peter Boockvar

ECONOMICS

Tickers: IEF, TLT, SPY

Inflation: CPI Data in Line, But Fed Hike Pressure Building

The May Consumer Price Index was largely in line with expectations, with headline inflation rising 0.5% month-over-month and core CPI up 0.2%, one-tenth below forecasts. But inflation remains the economy's major pain point, regardless of who ultimately absorbs the costs, notes Peter Boockvar, editor of The Boock Report.

Peter Boockvar

FEDERAL RESERVE

Tickers: IEF, SHV, SHY, TLT, SPY

Peter's Videos

Fireside Chat with Peter Boockvar

Enjoy a deep-dive discussion of the big-picture market drivers in Q2 – and the rest of 2026. Peter will walk you through what he expects on the economic growth, inflation, and monetary policy fronts. Plus, he’ll explain how to adapt to geopolitical developments like the Middle East conflict…and potential future flashpoints. It’s timely, actionable, in-depth education – so don’t miss this fantastic fireside chat!

Peter Boockvar

GLOBAL

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