The Equity Rally End Game, Demand Destruction
- Posted by Leigh Drogen
- on April 6th, 2010
I want to take a moment tonight to take a broader view of the market and ask, what would end this trend in equity appreciation. My thesis continues to be that demand destruction caused by a surge in crude and other materials eventually puts the pinch on the consumer and topples the retail names. Before that happens though, you’re going to get a great chance to get long the energy and material names, so play the trend until it bends, video below…
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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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