Archive for December, 2012
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Is The World Too Complicated For People?
Posted by Leigh Drogen on December 31st, 2012 at 2:51 pm, Comments: 0BBC World News is now available on Time Warner Cable in NYC, most likely the rest of the country soon enough. They will go up against CNN, MSNBC, and Fox News for American eyeballs. And when I say “go up against”, what I really mean is, get slaughtered by in the ratings. Why? Because the [...]
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The Unbundling of Religion
Posted by Leigh Drogen on December 30th, 2012 at 8:21 pm, Comments: 0With the percentage of Americans who are affiliated with a specific religion continuing to drop rapidly, it was only a matter of time before these institutions attempted a structural shift in what they offer. Today in the New York Times there’s an article about churches which are attempting to host a myriad of other services [...]
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In Defense of Favoritism
Posted by Leigh Drogen on December 29th, 2012 at 1:33 pm, Comments: 0I stumbled upon this amazingly well written piece in my stream this morning, it’s basically a conversation about “fairness”. The author, Steve Asma, approaches the dialogue from a philosopher’s point of view, but brings to the table various accounts of scientific research to back up his argument. The treatment of my generation as children was [...]
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Review of 10 Favorite Stocks For 2012
Posted by Leigh Drogen on December 10th, 2012 at 3:15 am, Comments: 0It pains me that I don’t have the time to share as many long/short public market ideas on this blog as I once did. To be honest I’m probably not the best person to be listening to when it comes to those ideas these days as my head just isn’t in that game. But I [...]
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The Law Of Unbundling
Posted by Leigh Drogen on December 1st, 2012 at 11:56 pm, Comments: 0I can’t believe I somehow missed Andy Weissman’s post back in August titled “The Great Fragmentation” because it is BRILLIANT. As many of you know, I am always looking for people and post which synthesize big world changing paradigm shifts. There are many people who can point at the pieces, but few who can stand back [...]
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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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