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Chart.ly TV 9/13/10
Posted by Leigh Drogen on September 14th, 2010 at 6:06 am, Comments: 0Last night on Chart.ly TV I was joined by guests @stevenplace, @weeklyta, and @gtotoy. Steven covered the failed breakdown setup, which has been working very well recently in a mean reverting market. The traders looked again at the REIT sector which has befuddled everyone and continues to flash signs of leading this market higher.
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Weekend Reading
Posted by Leigh Drogen on September 12th, 2010 at 9:00 am, Comments: 0Welcome back for another edition of weekend reading. I’ve got a bunch of links saved up from the past few weeks, many are technology based. As I get back into the swing of things this week, look for more traditional market oriented links. I love the fact that I’m not pinned down to one specific [...]
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Back To Reality
Posted by Leigh Drogen on September 12th, 2010 at 8:09 am, Comments: 0It’s been a great week out here on the island, a much needed escape from the matrix. There’s nothing like feeling healthy, both physically and mentally. Fire Island is an amazing place for many reasons, but one above all others. Living in NYC can grow you quite a thick skin. No scratch that, you’ve got [...]
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A Culture Of Learning
Posted by Leigh Drogen on September 6th, 2010 at 9:37 am, Comments: 0I think we all love to recite the saying that it takes a culture of learning within the household to raise a worldly and educated child. I doubt though that many truly understand what that entails. As I enjoy my week of vacation here on Fire Island, I’ve been spending a good amount of time [...]
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Time To Stick My Head In The Sand
Posted by Leigh Drogen on September 2nd, 2010 at 11:27 pm, Comments: 0You haven’t really heard much from me on this blog lately. The primary reason for that is the fact that this market just isn’t worth spending too much time on right now. We have no discernible trend in equities save for the miners, which I’m long, and certain international markets which I wish I was [...]
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Daily Momentum Watchlist Review
Posted by Leigh Drogen on September 2nd, 2010 at 8:42 am, Comments: 0I came in to the office this morning and there were a ton of good long side setups. This is positive for the market, but we need to see the gains from yesterday held for a few days. Don’t chase the price action, if we are going to get more than a one day rally, [...]
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Chart.ly TV 08/30/10
Posted by Leigh Drogen on August 31st, 2010 at 8:21 am, Comments: 0 -
Daily Momentum Watchlist Review
Posted by Leigh Drogen on August 31st, 2010 at 7:14 am, Comments: 0 -
Momentum Book Update
Posted by Leigh Drogen on August 30th, 2010 at 7:54 am, Comments: 0Wow, what a week. It’s taken a little while for it all to sink in, there were a lot of moving parts over the last five trading days. Just a short warning, this week’s momentum book update will be quite long, so if you’d like to skip to the position and performance section, scroll down [...]
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Long/Short and Uncorrelated
Posted by Leigh Drogen on August 26th, 2010 at 7:10 pm, Comments: 0This market is a god damn mine field, you better be wearing one of those bomb squad suits and have the agility of a ballerina if you wish to play. But, for those willing, there are some decent opportunities on both sides here. Over the past few days I have radically increased my overall exposure. [...]
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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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