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John Lee

John Lee is a portfolio manager at Mau Capital Management. He is a CFA charter holder and has degrees in Economics and Engineering from Rice University. He previously studied under Mr. James Turk, a renowned authority on the gold market, and is specialized in investing in junior gold and resource companies. Mr. Lee's articles are frequently cited at major resource websites and a esteemed speaker at several major resource conferences.

John Lee's Latest Articles

The Deflation Debate: Why This Time Is Different
on Nov 07, 2008 about QQQQ, SPY, DIA
Deflationary Depression: Where Do We Go from Here?
on Oct 24, 2008 about NEM, EWJ, CDE
Zinc to Shine from Two-Year Doldrums
on Oct 22, 2008 about HBMFF.PK, HL, AAUK
Gold Coin Rationing: Where There's Smoke, There's Fire
on Aug 27, 2008
Freddie's Loss is Gold's Gain
on Aug 24, 2008 about FRE, FNM, GLD
Bear Comparison: Today's Junior Resource Sector vs. 2001's Nasdaq
on Aug 13, 2008 about EBAY, DBC, CSCO
A Primer in Mining Equity Investment
on Jul 22, 2008 about XOM, ABX, BHP
Not all Metals are Created Equal (Part I)
on Jun 20, 2008 about GDX, DGL, DBS
The Case for $1300/Oz Gold
on May 23, 2008 about IAU, GLD, DGL
Money: Inflation, Deflation and Gold
on May 06, 2008 about IAU, GLD, DGL
U.S. Subprime, Resumption of Equity Bull and Gold as the New Money
on Apr 21, 2008 about IAU, GLD
The Start of a Run for Gold
on Apr 10, 2008 about IAU, GLD, DGL
Silver vs. Gold: 2004 to Today
on Mar 28, 2008 about DBP, DGL, DBS
Gold and the Dollar: Value is in the Eye of the Beholder
on Mar 02, 2008 about IAU, GLD, DGL
John Lee Responds to Nobel Laureate Stiglitz's Subprime Thesis
on Feb 08, 2008 about IAU, GLD, DGL
U.S. Debt Implosion Sets Bullish Scenario for Gold
on Jan 24, 2008 about COF, DGL, ABK
2008 Fundamental and Technical Review For Gold and Gold Stocks
on Dec 19, 2007 about IAU, GLD, DGL
Fannie/Freddie’s Insolvency and Gold’s Immediate Outlook
on Nov 25, 2007 about FRE, FNM, DGL
Subprime Mortgages Lead to Subprime Currency
on Nov 14, 2007

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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