Lee Markowitz

Continental Capital Advisors

Contributor since: 01 Mar 2010

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• Normalized Earnings Will Likely Be Lower Than The Market Is Discounting

  Published 23 October 2009 | viewed 2,406 times

  Investors are valuing companies based on what are likely to be "normalized" earnings for 2011. This method could be as risky as when investors valued…

• Bank Insolvency Is Not A Dead Issue

  Published 16 October 2009 | viewed 5,039 times

  The Federal Reserve's current 0% interest rate policy will be more damaging to the US economy than the 1% interest rate policy pursued following the…

• A Rapidly Falling Dollar Is Not Good For Stocks

  Published 09 October 2009 | viewed 3,108 times

  US stock markets continue to rise as gold is breaking out and the Dollar is breaking down. Commentators are joining the bandwagon that believes equities…

• The Hidden Costs Of Borrowing

  Published 02 October 2009 | viewed 2,896 times

  Borrowing trillions of Dollars from foreigners has its costs. While the interest or financial expense is one component of the ultimate burden, other far higher…

• The Federal Reserve Has Attempted A Market Corner

  Published 26 September 2009 | viewed 3,143 times

  During a market corner, a buyer accumulates an asset with the intention of driving the price higher without any regard for its true value. Additionally,…

• Thoughts From A Gold Mining Tour

  Published 18 September 2009 | viewed 2,327 times

  We recently attended a two day mine tour of a publicly traded company. We anticipated that the atmosphere would be full of enthusiasm because of…

• A Look At Social Security

  Published 11 September 2009 | viewed 3,630 times

  Many people believe that the taxes collected by Social Security are held in some form of a trust fund. As a result, people have been…

• U.S. Equity Markets Are Topping

  Published 04 September 2009 | viewed 3,971 times

  The liquidity driven rally appears to be coming to an end. Although various economic indicators have become "less bad," we attribute the rally to, in…

• A Benny Saved Is Not A Benny Earned

  Published 28 August 2009 | viewed 2,534 times

  This week, President Obama nominated Ben Bernanke to serve as the Federal Reserve Chairman for a second term. Although the timing of the nomination was…

• Perma-Bears and Gold Bugs

  Published 14 August 2009 | viewed 3,206 times

  Despite accurate predictions and sound fundamental reasoning by the Perma-Bears and Gold Bugs, these two terms continue to be used negatively by the media and…

• Optimism Reigns

  Published 07 August 2009 | viewed 3,019 times

  The US stock market continues to power forward following the low reached in March. Momentum is gathering steam as investors are forced to participate, as…

• The S-Chips Are Cheap

  Published 24 July 2009 | viewed 2,923 times

  Below is a Bloomberg stock screen of Chinese companies listed on the Singapore Stock Exchange. These companies are known as the S-Chips. The stocks listed…

• Is The IMF Becoming A Bad Bank?

  Published 17 July 2009 | viewed 3,013 times

  Brazil's, Russia's, India's and China's (BRIC) intention to buy IMF issued bonds raises several questions. The publicly announced plan states that the BRIC countries will…

• Addressing Two Common Arguments

  Published 10 July 2009 | viewed 3,064 times

  It is our belief that the dollar will decline meaningfully for many reasons including the following: 1. the exploding US budget deficit; 2. the government's…

• Medicine Will Follow Mortgages

  Published 26 June 2009 | viewed 3,217 times

  Drug makers recently announced an $80 billion concession for President Obama's health plan. In all likelihood, when people first think about lower profits for drug…

• A Gift To Paper Currency Bears

  Published 19 June 2009 | viewed 2,872 times

  This week, Japan's Government Pension Investment Fund (GPIF), the world's largest public pension fund, announced that it may be forced to sell a portion of…

• The Conundrum

  Published 12 June 2009 | viewed 3,019 times

  As per Merriam-Webster, the definition of a conundrum is: 1: a riddle whose answer is or involves a pun; 2 a: a question or problem…

• Traditional Holders of Dollars Begin To Diversify

  Published 05 June 2009 | viewed 3,815 times

  This week, Bloomberg News reported that Northwestern Mutual Insurance had bought gold for the first time in the Company's history. Bloomberg.com: Northwestern Mutual Makes First…

• The End Is Near

  Published 29 May 2009 | viewed 6,519 times

  We published a chart earlier in the year that showed Treasury Bonds were falling. Below is the chart updated thru May 28, 2009. Treasuries fell…

• Countries Must Let The Dollar Plummet

  Published 15 May 2009 | viewed 4,005 times

  Investors are pushing the US dollar down and commodities up as a consequence of the Federal Reserve's strategy of printing money and levering its balance…