Archive for August, 2011
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When The Ocean Shakes
Posted by Leigh Drogen on August 28th, 2011 at 4:29 pm, Comments: 0They say that when the swell at Teahupoo reaches 15 feet, you can actually feel the ocean shake beneath you sitting in the channel. The raw energy unleashed by that wave is something not seen or felt anywhere else on earth, it is truly one of the wonders of this earth. I’ve never been to [...]
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Scared For Europe Next Week
Posted by Leigh Drogen on August 26th, 2011 at 2:07 am, Comments: 0If you’ve been following my Twitter/StockTwits stream lately, you might notice that it’s gotten rather dour lately. If you’ve been following me for a long time, the level of pessimism will be even more obvious as I am a bull at heart. It’s really hard to make money on the short side, it’s just a [...]
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If Software Eats The World, You Better Be The Hand That Feeds It
Posted by Leigh Drogen on August 24th, 2011 at 6:54 pm, Comments: 0A lot of people are a bit confused and a lot scared at what’s taking place in our labor market these days. If you believe that recent unemployment numbers are “transient” in nature or simply produced by a slow economic cycle, or even a credit crunch, you’re not seeing the forest through the trees. You [...]
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New RHCP Album, Not Diggin’ It
Posted by Leigh Drogen on August 23rd, 2011 at 5:16 am, Comments: 0I might be one of the biggest Red HotĀ ChiliĀ Peppers fans you’ll ever meet. RHCP was the music playing through most of my childhood. These were the songs I put on mix tapes for girlfriends, listened to before hockey games, rocked out to on the way to surf, and zoned out to on my earbud headphones [...]
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Collaborative Consumption Gone Wrong! Grubwith.us
Posted by Leigh Drogen on August 18th, 2011 at 5:53 pm, Comments: 0As you know, I am a HUGE proponent of collaborative consumption, from Airbnb, to Getaround, to GroupOn, and so forth. But this tsunami of economic and cultural change is not without its hiccups and setbacks. Grubwith.us is a platform which sets up “family style” meals with restaurants and then promotes them on their platform to [...]
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2 Year Blog Anniversary
Posted by Leigh Drogen on August 17th, 2011 at 9:20 pm, Comments: 0Today just happens to be the two year anniversary of this here blog. Some thanks, reflection, and a look to the future are in order. First off, a big thanks to Phil Pearlman who encouraged me to start this blog. Phil is really a master of helping people to develop their voice, having ideas is [...]
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The Social Capital Scoring System
Posted by Leigh Drogen on August 13th, 2011 at 8:17 pm, Comments: 0The collaborative consumption economy is growing up, quickly. Fueled by structural economic shift produced by globalization and slowing economic growth in the developed wold, people are adapting to their new levels of income by utilizing a surge in social connectivity online to improve their lives. We call it collaborative consumption because the system is moving [...]
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Only Rich People Should Run For Office
Posted by Leigh Drogen on August 13th, 2011 at 5:12 pm, Comments: 0I have some radically, let’s call them, realist views. People love their ideologies, it allows them to walk around all day without having to think too hard. If they run into a choice they’ve got to make, the answer is probably right at the surface of their mind, driven by some deeply ingrained ideology like [...]
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All That Glitters
Posted by Leigh Drogen on August 11th, 2011 at 4:38 am, Comments: 0These are scary times for the market, truly. One of the first things I was taught about “the market” was that it can handle bad news, it can handle good news, but it can not handle being kept in the dark. The market hates when it knows it does not have the appropriate information on [...]
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Stocks That Aren’t Broken Yet
Posted by Leigh Drogen on August 9th, 2011 at 12:05 pm, Comments: 0The last few weeks have been nothing short of a complete market collapse. I will leave it up to others to recap it. But I’ll say this, if you’re a trend/momentum trader, you should have been out of the majority of your long exposure at SPY 130, and ALL of your long exposure at SPY [...]
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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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