Lee Markowitz

Continental Capital Advisors

Contributor since: 01 Mar 2010

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• The Government Should Study the Prudent Man Rule

  Published 24 April 2009 | viewed 3,605 times

  The Prudent Man Rule directs trustees to observe how men of prudence, discretion and intelligence manage their own affairs, not in regard to speculation, but…

• Inflation Will Be A Surprise

  Published 17 April 2009 | viewed 4,898 times

  Earlier this week, the Labor Department reported declines in both the Producer Price Index (PPI) and the Consumer Price Index (CPI). Various economists and television…

• The News Is Positive

  Published 03 April 2009 | viewed 3,778 times

  Russell Napier's book, Anatomy of the Bear, is a history of the four great stock market buying opportunities of the twentieth century in the United…

• Quantitative Easing in 2009 - It Is Not About Deflation

  Published 27 March 2009 | viewed 4,699 times

  Stock and bond markets have rallied following the Federal Reserve's announcement of quantitative easing (i.e., printing new money to buy government debt). However, following the…

• Can We Trust Anyone?

  Published 20 March 2009 | viewed 4,202 times

  Last week, Chinese Premier Wen Jiabao stirred markets when he said that he was worried about China's holdings of Treasuries and wanted assurances that the…

• Gauging the Turn in Dollar, Gold and Oil

  Published 20 March 2009 | viewed 4,156 times

  The FOMC announcement of March 18, December 16 and September 16 each produced an interventionist surprise at the expense of the dollar. But unlike in…

• Does China Really Need the United States?

  Published 06 March 2009 | viewed 4,535 times

  The Dow Jones Industrial Average (DJIA) rose 150 points on Wednesday on hopes of a second Chinese stimulus package. This rally shows the dependence the…

• The Final Currency To Top Out

  Published 27 February 2009 | viewed 5,501 times

  There have been large and sometimes surprising moves in the three major currencies over the past 18 months - the Euro, Yen and Dollar. All…

• The Banks Are Playing Chess With The Government

  Published 21 February 2009 | viewed 5,797 times

  Last week, major banks began announcing that they would halt foreclosures for at least three weeks. Clearly the banks are playing a game of chess…

• Flaws Of The Reserve Currency

  Published 13 February 2009 | viewed 4,808 times

  Many people think that because the US dollar is the world's reserve currency that people/central banks must continue to own the dollar. This is flawed.…

• The Great Relevering

  Published 09 February 2009 | viewed 4,222 times

  One of the biggest problems for long positions in gold and commodities generally in 2008 was the leverage used by investors in the futures market.…

• Treasuries Are Not Risk-Free

  Published 04 February 2009 | viewed 3,808 times

  Markets may finally be starting to share our view that Treasuries will fall and gold will rise despite financial asset deflation. As you can see…