Author Archive

• A Culture Of Learning
  Leigh Drogen, September 6th, 2010 at 2:37 pm

  I think we all love to recite the saying that it takes a culture of learning within the household to raise a worldly and educated child.  I doubt though that many truly understand what that entails.  As I enjoy my week of vacation here on Fire Island, I’ve been spending a good amount of time

  

  

• Time To Stick My Head In The Sand
  Leigh Drogen, September 3rd, 2010 at 4:27 am

  You haven’t really heard much from me on this blog lately.  The primary reason for that is the fact that this market just isn’t worth spending too much time on right now.  We have no discernible trend in equities save for the miners, which I’m long, and certain international markets which I wish I was

  

  

• Daily Momentum Watchlist Review
  Leigh Drogen, September 2nd, 2010 at 1:42 pm

  I came in to the office this morning and there were a ton of good long side setups.  This is positive for the market, but we need to see the gains from yesterday held for a few days.  Don’t chase the price action, if we are going to get more than a one day rally,

  

  

• Chart.ly TV 08/30/10
  Leigh Drogen, August 31st, 2010 at 1:21 pm

  

  

• Daily Momentum Watchlist Review
  Leigh Drogen, August 31st, 2010 at 12:14 pm

  

  

• Momentum Book Update
  Leigh Drogen, August 30th, 2010 at 12:54 pm

  Wow, what a week.  It’s taken a little while for it all to sink in, there were a lot of moving parts over the last five trading days.  Just a short warning, this week’s momentum book update will be quite long, so if you’d like to skip to the position and performance section, scroll down

  

  

• Long/Short and Uncorrelated
  Leigh Drogen, August 27th, 2010 at 12:10 am

  This market is a god damn mine field, you better be wearing one of those bomb squad suits and have the agility of a ballerina if you wish to play.  But, for those willing, there are some decent opportunities on both sides here.  Over the past few days I have radically increased my overall exposure.

  

  

• Note To Consumer Tech Companies
  Leigh Drogen, August 24th, 2010 at 10:04 pm

  Dell threw its hat into the ring of hopeful iPhone killers today with the Aero, and all I can say is, good luck. Well, actually I have a lot more to say. I continue to be perplexed as to why Dell, Research In Motion, Palm, Motorola, and a few others attempt to go up against

  

  

• The Home Improvement Trade Is Over
  Leigh Drogen, August 23rd, 2010 at 7:51 pm

  Last winter through the spring it was very obvious that the long home improvement short housing trade was on big time.  Consumer spending led the way as people who refused to sell their houses at the bid which was most likely about 5-7% lower decided to fix up their existing houses instead and live in

  

  

• Momentum Book Update
  Leigh Drogen, August 23rd, 2010 at 3:53 am

  Another week of this trendless mess of a market.  I’m starting to feel like a broken tape recorder when I say, stay small and hedge if you really want to play in this market.  Our job as trend/momentum traders is to ride the tide as it lifts all boats by buying the right stocks.  Right