Posts Tagged ‘APWR’

• Frying In A Hot Vat of Tech
  Posted by Leigh Drogen on January 12th, 2010 at 12:29 pm, Comments: 0

  It was very obvious yesterday morning that we were overbought, the sentiment was too bullish, and some pain needed to be felt.  I said as much on Sunday night, I told you all that I didn’t like the fact that I was skipping over lower beta names out of fear of a melt up.  EVERY [...]

• Investible Emerging Market Momentum
  Posted by Leigh Drogen on December 23rd, 2009 at 3:30 pm, Comments: 0

  As I pointed out in my emerging markets 2010 outlook, we’ve come a long way off the 08′ bottom.  Many names have or are moving in a parabolic fashion.  Patience will be key in finding good entries to many high flying stocks.  Use the 20 day moving average as your gauge, you don’t want to be [...]

• It’s a Play Book, Not a Game Plan
  Posted by Leigh Drogen on October 26th, 2009 at 5:38 pm, Comments: 0

  I highly believe in having a large play book while having no game plan.  The market doesn’t give a shit what your game plan is, so don’t come to play with a bias.  In war, the game plan goes out the door the second you step onto the field of battle.  Conditions change, capabilities are lost, [...]

• Straight Lines
  Posted by Leigh Drogen on October 22nd, 2009 at 12:19 am, Comments: 0

  Today was all about moving in straight lines.  I won’t opine on what that means for the market, just pointing out facts.  Crude oil $CL_F moved straight up between 8AM and 2PM.  When I mean straight I mean straight.  Traders are chasing crude now, the guys in the pits are having a ball, and stubborn fundamental [...]

• Go Slow
  Posted by Leigh Drogen on October 21st, 2009 at 9:31 am, Comments: 0

  Tough day yesterday, no other way about it.  We have entered another period of consolidation above the September highs.  The $SPY needs to hold 108, dropping below there would get me thinking in a more neutral state.  I took off the $STEC short Monday, and sold out of my $AU long yesterday, just trying to [...]