Archive for August, 2009
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Postmarket Update 8/24/09
Posted by Leigh Drogen on August 24th, 2009 at 4:08 pm, Comments: 0What an interesting day it was. The market opened strong with crude breaking through the 74.50 resistance level and the dollar showing a weak hand. We did some major buying today picking up $AA, $COG, $MBT, $CF and crude oil by way of $USL. By the end of the day all five positions were showing [...]
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Premarket Take 8/24/09
Posted by Leigh Drogen on August 24th, 2009 at 9:06 am, Comments: 0S&P 500 futures are trading towards the top of their range this morning around 1030 as we get set to start another week. Front month crude which is now the October contract keeps bumping up against 74.50 but has yet to break through. Today will be very important as crude is ready to break out [...]
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Weekend Update 8/22/09
Posted by Leigh Drogen on August 22nd, 2009 at 12:46 pm, Comments: 0Last week was moi bueno for the bulls who had a tenuous hold on things Monday morning. Joke was on the bears though who were summarily dismissed and shown the door. Buying pressure was strong on the open Friday morning as we broke the flag formation in $SPY. As @stevenplace would say, the macro conveyor [...]
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Weekend Reading 8/21/09
Posted by Leigh Drogen on August 21st, 2009 at 1:45 pm, Comments: 0While everyone buys $UNG hoping for a hurricane to wreak havoc on the Gulf coast I’m stoked to have Bill sitting comfortably offshore in the Atlantic throwing long 17 second 10 foot swells towards the island. Stocks are breaking out all over the place like there is no tomorrow, breadth is very strong. Crude continues [...]
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Premarket Take 8/21/09
Posted by Leigh Drogen on August 21st, 2009 at 8:34 am, Comments: 0The dollar is weaker this morning and crude is back up around 74 testing breakout levels. $CL_F tested 74.50 but was summarily rejected hard, it’s going to take a large push to take out the sellers there. Natural gas is down another 2% and the $UNG longs are feeling more pain. I don’t cry for [...]
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Postmarket Update 8/20/09
Posted by Leigh Drogen on August 20th, 2009 at 4:27 pm, Comments: 0The not so all mighty American Dollar was weak all day and allowed equities to grind out a win. Up volume on the NYSE outpaced down volume by better than 4:1 indicating that sellers just weren’t anywhere to be found. This leaves us with an interesting question: what happened to the sellers who whacked the [...]
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Premarket Take 8/20/09
Posted by Leigh Drogen on August 20th, 2009 at 8:10 am, Comments: 0Futures are flat to up this morning as China continues to see increased volatility with the Hang Seng Index up 375 points overnight. Crude made an attempt to crack 74.50 on the now front month October contract but failed and is retreating around 73.25. We need to see some capitulation from the dollar if crude [...]
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Late Night Humor
Posted by Leigh Drogen on August 20th, 2009 at 1:17 am, Comments: 0Yes…….I’m afraid tizzz true.
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Postmarket Update 8/19/09
Posted by Leigh Drogen on August 19th, 2009 at 4:39 pm, Comments: 0While yesterday was quite a snooze fest today was anything but. Copper broke early this morning but quickly recovered above support, still closing down on the day. Crude was the surprise of the day seeing a larger draw than expected and pushing up towards resistance around 74. If crude breaks out i’ll get long and [...]
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Premarket Take 8/19/09
Posted by Leigh Drogen on August 19th, 2009 at 8:20 am, Comments: 0The Hang Seng in China was down 350 points last night in what looks to be follow through from Monday’s rout. As I said yesterday, Monday’s selloff was a shot across the bow, I am not bearish yet, but attention must be given to this move. We find our own S&P 500 futures down about [...]
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Leigh Drogen is the founder and chief investment officer of Surfview Capital, LLC, a New York based investment management firm employing an intermediate term long/short momentum strategy. More »
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