Posts Tagged ‘DE’

• Caterpillar and Deere Showing Leadership
  Posted by Leigh Drogen on July 22nd, 2010 at 11:26 am, Comments: 0

  Trading is all about patterns, whether you are a fundamental investor or short term technical day trader.  Maybe you study the very cyclical nature of the semiconductor business, buying high beta names when demand looks at its worst and swapping in to lower beta higher market cap names when demand is extremely high.  If you’re [...]

• 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, [...]

• 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 [...]