Archive for August, 2010
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Why I Follow Two Scalpers
Posted by Leigh Drogen on August 18th, 2010 at 10:10 am, Comments: 0We all have our own strategies and trade our own time frames. Deviating from what you do well is hazardous, and it’s important to keep in mind when the market doesn’t match up with what your specialty is. That being said, even if day trading is not your specialty you should understand, in detail, what [...]
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Daily Momentum Watchlist Review
Posted by Leigh Drogen on August 18th, 2010 at 7:37 am, Comments: 0We continue to trade in a choppy range, and will most likely do so until the fall trading season really kicks in sometime at the end of September. Keep your positions lite and take profits quickly as stocks get overbought and oversold. I prefer right now to play long/short with small positions, this is not [...]
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Mea Culpa
Posted by Leigh Drogen on August 17th, 2010 at 8:49 am, Comments: 0I need to take a moment this morning to apologize for some inaccuracies in yesterday’s post titled “For Profit Education Disaster”. In my haste, and misunderstanding of what I had read, I made a few important blunders in the text. Notably, the fact that it was not the department of education but the GAO which had said [...]
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Daily Momentum Watchlist Review
Posted by Leigh Drogen on August 17th, 2010 at 7:41 am, Comments: 0 -
For Profit Education Disaster
Posted by Leigh Drogen on August 16th, 2010 at 11:28 am, Comments: 0Last winter I was heavily long for profit education names $CPLA and $DV. I took some excellent money out of them, and pretty much sold out at the top. No, I didn’t sell out because I saw this catastrophe coming, although I was well aware of the shaky ground they were standing on. I sold out [...]
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Momentum Book Update
Posted by Leigh Drogen on August 15th, 2010 at 11:35 pm, Comments: 0Playing in traffic can be fun, I guess, but most would say it’s hazardous to your health. I’ve had no doubt about the fact that any positions I’ve taken over the past four months since I sold out of the market at the top in April have been just that, playing in traffic. I’ve done [...]
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Teahupo’o Trials Start In Less Than A Week
Posted by Leigh Drogen on August 12th, 2010 at 11:29 am, Comments: 0If you’re new to the world of surfing and want an introduction that will smack you in the face and leave a mark, make sure you tune in to watch the start of the 2010 Billabong Pro Tahiti next week. The contest is held at Teahupo’o, which is without a doubt the most radical (in [...]
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Don’t Get Caught Short Small/Mid Cap Tech
Posted by Leigh Drogen on August 11th, 2010 at 10:38 am, Comments: 0There’s a very simple equation taking place in this market right now and I wouldn’t be fighting against it. Here’s how it goes. Big cap tech firms have an enormous amount of cash on their balance sheets and are coming off some of the best couple of quarters they’ve ever had. Growth has been very [...]
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Gregor Macdonald and I Talk QE2 Into FOMC Announcement Yesterday
Posted by Leigh Drogen on August 11th, 2010 at 7:48 am, Comments: 0Fast forward to minute 25 for a really great spot with Gregor Macdonald where we talk about what options the Fed has at this point, how this rally off the bottom in early July has felt very liquidity driven, and what different assets may do coming out of the announcement. http://www.stocktwits.tv/afternoon-update-with-leigh-drogen-081010/
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It’s Global Macro Day
Posted by Leigh Drogen on August 10th, 2010 at 9:01 am, Comments: 0Those of you who read this blog regularly should now be familiar with my trading style. But there’s a lot more that goes on behind the scenes which I don’t share here. My goal with this blog has always been twofold. First, provide a place where I can rant about whatever it is I like [...]
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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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