Archive for November, 2009
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Why Are They Lying About the Dollar?
Posted by Leigh Drogen on November 17th, 2009 at 12:16 am, Comments: 0Buy the dips, and sell the rips. When this, the most hated equity rally in history is over we will look back, sigh, and just repeat, buy the dips and sell the rips. I commented in an interview during the last dip that you had to continue putting your balls on the line during sell [...]
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Sunday Night Setups
Posted by Leigh Drogen on November 16th, 2009 at 12:32 am, Comments: 0A big week ahead as the next few days should provide clarity on several patterns in the broader market. We are now back in sell the rip territory, if we break to the upside here off the bull flag I’m watching we could see a quick move north. If the market rolls over here as [...]
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Weekend Reading
Posted by Leigh Drogen on November 15th, 2009 at 7:17 pm, Comments: 0I hate malls, they encompass everything about American that I can’t stand. I was dragged into one of these pits of moral despair last night (Palisades Mall) for what felt like an eternity (3 hours). I never understood how parents could in good conscience allow their children to waste their time hanging out at a [...]
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Pick Your Battles
Posted by Leigh Drogen on November 13th, 2009 at 12:37 am, Comments: 0You haven’t heard much from me lately, there’s a good reason. No, I haven’t been off surfing in Costa Rica, or indo, or some other exotic locale, I’ve been right here at my desk. Part of being a good trader is knowing when, and when not to trade. I honestly don’t have a good hook [...]
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Technical Analysis Voodoo Magic
Posted by Leigh Drogen on November 10th, 2009 at 7:27 pm, Comments: 0For all you out there who scoff at charts and believe technical analysis is a bunch of voodoo magic crap that isn’t for you, listen up. Not all stocks trade according to the same rules, in fact, some stocks are so god damn stubborn ($GENZ, $MA) that you are better off not trading them at [...]
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Surfview Capital Momentum
Posted by Leigh Drogen on November 10th, 2009 at 9:46 am, Comments: 0Check out the Trading Book page and select the momentum tab for the new Surfview Capital momentum strategy which was put in effect yesterday at the open. Here are the basics: No more than 30 positions at any time, relatively equal weighted. I am investing in themes here, but strong momentum on both the daily [...]
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The Fear of Cash
Posted by Leigh Drogen on November 9th, 2009 at 10:04 pm, Comments: 0What’s the scariest thing to see on your balance sheet right now, no it’s not a toxic asset, it’s cash. Companies are now starting to panic about holding cash on their books. Funny to think there’s a huge advantage to holding a lot of debt right now in a terrible economy. The market is giving [...]
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Sunday Night Setups
Posted by Leigh Drogen on November 9th, 2009 at 1:39 am, Comments: 0I just finished going through a bazillion charts putting in prep for both my normal strategy and putting together what will be my momentum book. I’ve posted a ton of charts with some good setups both to the long and short side on Chart.ly. You can find them all here.
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Welcome to the NHL Victor Hedman
Posted by Leigh Drogen on November 8th, 2009 at 9:55 am, Comments: 0httpv://www.youtube.com/watch?v=wzcJfHtqkgw
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Weekend Reading
Posted by Leigh Drogen on November 6th, 2009 at 7:03 pm, Comments: 0I’m working with two scenarios in the market right now. The first sees the head and shoulders pattern play getting me short financials, steel, real estate, and few other random names I’m watching on a breakdown off the right shoulder and adding below the neckline. I’m not in the business of calling tops and bottoms, frankly [...]
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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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