Weekend Reading
- Posted by Leigh Drogen
- on March 15th, 2010
No commentary tonight, sorry, I’m running low on sleep, kinda like Cougar was running low on fuel at the beginning of Top Gun. I need to find more time to write, I have a list a page long of topics I want to explore here, but just haven’t found time. I promise I’ll get to it, but for now…
Here is your (belated) weekend reading…
Continuing with my education theme, as I’m long $CPLA and $DV, an interesting article written by our partners over at (YCharts)
Want a real estate investment thesis, go long Chinese port city land, no joke (NYT)
This has to be one of the dumbest arguments I’ve ever read, why don’t we just get rid of the credit markets all together while we’re at it, lol (Huffington Post)
If there is one thing above all else that dumbfounds me to no end, it’s our energy policy, or lack there of (Chris Nelder)
Ya’ll know my stance on Iran, I completely agree with this assessment (FT)
I’m trying to figure out whether this will lead to better quality or worse quality movies being made, your thoughts appreciated in the comments section (NYT)
Monsanto is an amazing company that does just about everything right, of course the government hates them (NYT)
Rule #whatever of globalization, if your government is not willing to put in place certain rules, multinational companies will (Washington Post)
I’ve been saying this for a while, Africa is next and is the biggest prize of all, certain people with long term views are getting a head start (AlterNet)
The chase for rare earth metals continues as it seems electric vehicles will soon have their day in the sun (NYT)
Kansas City closing 29 of 61 schools, wow (KSRO)
The Chinese don’t view personal property the same way we do in the west, this is going to be a long fight (Washington Post)
I could rant forever on ‘Bama’s idiotic push to increase exports, does he know anything about economics? (Economist)
Retail sales are improving dramatically and the charts don’t lie, neither do the stock prices (Pragmatic Capitalist)
Getting caught up on mobile internet in 100 links from (Michael Dawson)
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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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