Markham Lee is a Seattle based Management Consultant who typically works with technology companies and start-ups. His analytical strength is in looking beyond the usual thinking to discover root causes and solutions that others may have missed. His investment approach is to utilize his consulting experience, evaluate the quality of the underlying business, and couple that with a value investor's approach in order to determine if the stock is a good buy.
Markham maintains a blog at http://www.analyticalwealth.com where you can find additional business and economic commentary.
Markham Lee's Latest Articles
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The Mortgage GSEs Should Be Broken Up - Before It’s Too Late
on May 08, 2008
about
FNM,
FRE
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BMW Shifts Cars from U.S.: A Sign of Decoupling?
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Another Month, Another Misreported Consumer Spending Number
on May 02, 2008
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GM’s New Brand Realignment Strategy Is a Lemon
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The Housing Crisis: Personal Responsibility and Wishful Thinking
on Apr 16, 2008
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Value Traps and Market Bottoms
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The Folly in Calling a Housing Market Bottom
on Apr 11, 2008
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Circuit City’s Q4 Results: Sign of a Turnaround or More of the Same?
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The Changing Magazine Industry
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Combating Financial Illiteracy
on Apr 09, 2008
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Activists Turn Up the Heat - But Can They Save Circuit City?
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CD Sales an Improper Proxy for Measuring Purchased Music Demand
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Proposed Regulatory Overhaul: Why are the Foxes Designing the Hen House?
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Tata Buys Land Rover, Jaguar - But Can It Revive the Brands?
on Mar 27, 2008
about
F,
TTM
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I-Banks Can’t Have their Cake and their Discount Window Too
on Mar 27, 2008
about
XLF
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Activists Push Circuit City Towards Much Needed 'Brand Rehab'
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How GM Can, and Should, Save Saab
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Dispelling the Financial Myths Behind the Credit Crunch
on Mar 19, 2008
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The Fed’s Latest Rate Cut: The Song Remains the Same
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A Bear of Very Little Market Value
on Mar 18, 2008
about
BSC
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GM’s Brand Cannibalization
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Why Won't the Fed Let Free Markets Do Their Job?
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Toshiba: Life After HD DVD
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Preventing the Next Mortgage Crisis
on Mar 12, 2008
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The Mortgage Crisis: Time for Real Solutions
on Mar 11, 2008
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The Real Issues Behind Declining Home Equity Levels
on Mar 11, 2008
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Mortgage Delinquencies on the Rise; Indicators of Future Foreclosures
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Household Struggles Trump Macroeconomic Indicators
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Northern Rock and the Failures of Interventionist Economic Policy
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Toshiba Drops HD DVD; Sony Finally Wins a Format War
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Crop Prices: A Recessionary Pressure?
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January’s Consumer Spending Numbers: The Big Increase That Wasn’t
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