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Posts Tagged ‘ CTRP ’

Momentum Book Update

  • January 8th, 2010
  • Posted in Uncategorized

The momentum book under performed a little bit this week as I am heavily loaded in tech and not exposed enough to the materials sector.  Large cap tech is taking a rest here after its amazing run.  Are we topping out or consolidating for the next push?  I feel its the latter and not the [ 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 ]

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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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