Posts Tagged ‘EWZ’
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Emerging Markets Into 2010
Posted by Leigh Drogen on December 22nd, 2009 at 9:10 pm, Comments: 0As we approach the close of 2009, it’s hard not to laugh at what’s taken place in emerging markets this year. After a complete flight from risk in 2008 which saw investors run for the hills (treasuries and the US Dollar), we’ve seen money pour back into emerging markets at a rate hard to comprehend. [...]
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Brazilians Have More Fun: Postmarket Update
Posted by Leigh Drogen on October 5th, 2009 at 5:56 pm, Comments: 0I wasn’t surprised to see the dollar getting beaten over the head again last night when I turned on the computer. The play book is pretty damn simple at this point, crush the US Dollar overnight, pump equities pre market, keep foot on materials pedal 9:30-4:00. Gold exploded today in one of the more obvious [...]
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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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