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Posts Tagged ‘ BIDU ’

It’s All About China Now, Get Used To It

  • June 21st, 2010
  • Posted in Uncategorized

We better get used to trading in a market that’s all about China because it ain’t going away any time soon.  Frankly, we’ve been trading in that market since July of 2008 when the Chinese central bankers put an end to the appreciation in the Yuan and crushed the commodity complex to prevent run away [ READ MORE ]

Investible Emerging Market Momentum

  • December 23rd, 2009
  • Posted in Uncategorized

As I pointed out in my emerging markets 2010 outlook, we’ve come a long way off the 08′ bottom.  Many names have or are moving in a parabolic fashion.  Patience will be key in finding good entries to many high flying stocks.  Use the 20 day moving average as your gauge, you don’t want to be [ READ MORE ]

Leigh Drogen

Leigh Drogen is the founder of Surfview Capital located in New York. Leigh runs a long / short momentum strategy which takes positions across several different asset classes. More...
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