Archive for March, 2012

Bloomberg TV: Biderman on U.S. Economy, Stocks, Investment

Mar
29

TrimTabs Talks Shop with James Bianco in 3-part Series

Mar
27

Part 1: Is QE 3 Coming?

Part 2: Money Printing Leading to Inflation

Part 3: Warm Winter Boosting Job Numbers

The Magnificent Seven Ride Again…in Wall Street

Mar
26

By Dan Dorfman

Dan DorfmanDorfman And Dollars
Dan Dorfman follows the dollars and sense of the markets 

The Magnificent Seven, a 1960 film about a group of American gunfighters hired to protect a small Mexican village from a gang of marauding bandits, is one of those memorable Western flicks.

Its success spawned a number of copy-cat films and now there’s a Wall Street version. In brief, it’s seven lagging quality stocks, all rated “buys” by veteran investment advisor Richard Moroney, the savvy research chief of Virginia-based Dow Theory Forecasts, one of the country’s more respected investment newsletters with a better than average stock-picking record…Read More

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Biderman’s Daily Edge 3/26/2012: The Social Media Revolution

Mar
26

Social media I say will create a revolution in how we govern ourselves and eventually will start the next bull market, but not for at least three to five years. I define social media as the ability for everybody on this planet to be in instant communication with everyone else. Several of you have commented that social media is as big a breakthrough as was the personal computer in 1982. In my opinion social media is, but not until the current representative govt format, actually falls apart and unfortunately that unlikely to happen over the next few years…Read More

Biderman’s Daily Edge 3/22/2012: Rising Stock Prices & Investors Believing in Miracles

Mar
22

To summarize my recent New York City trip, almost all of the hedge fund types I visited with in New York are both long stocks for the short term and really scared for the long term. Why? They are long stocks mostly because buybacks have been fueling gains and now stock prices have climbed to less than 10% below the all time highs… Read More

Biderman’s Daily Edge 3/20/12:Third Consecutive False Dawn for Stocks & Economy

Mar
20

The stock market is up over 11% so far this year benefiting from the Fed printing press, this time called Operation Twist. We at TrimTabs have been bullish for most of this year and likely will remain bullish for perhaps few weeks longer, mostly like turning bearish well before Operation Twist ends this June…Read More

‘Idiot’ Turned Einstein Sees Stock Buying Panic

Mar
19

By Dan Dorfman

Dan DorfmanDorfman And Dollars
Dan Dorfman follows the dollars and sense of the markets 

You hear it again and again from one market skeptic after another: stocks, off to a blistering start in 2012 and up more than 100% over the past three years, are overbought and it’s time to take some chips off the table.

San Francisco money manager Gary Wollin, an absolute whiz at calling the ups and downs in stock prices over the past five years, vehemently disagrees, insisting “it’s the wrong time to be timid because the best is yet to be.” Read More

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Biderman’s Daily Edge 3/15/2012: Forecasting Wilting Government and Growing Economies

Mar
16

“Where are we headed as a global economy?” is a question most of us worry about. My best guess is that over time – in years not months – governments will wither away and the underlying global economy will grow and prosper. How I get there starts with where we are right now. And right now, there are enormous headwinds facing us. The headwinds all have a common theme however. Read More

Biderman’s Daily Edge 3/14/2012: Government Wrong on Jobs and Wages Again

Mar
14

The global media continues to unblinkingly report US government statistics that jobs and wages are in recovery. However, maybe reality is beginning to sink in. The Wall Street Journal reporter Jon Hilsenrath, the unofficial Federal Reserve mouthpiece, this past Monday wondered in print: “Something about the US economy is not adding up….How can an economy that is growing so slowly produce such big declines in unemployment.” Read More

Biderman’s Daily Edge 3/13/2012: Stocks Could Drop More Than 50% When Fed Fix Ends

Mar
13

As soon as the Fed stops flooding the markets with liquidity, or when investors recognize that the emperor is naked, the Dow Jones Industrial Average is poised to plunge to about 6,000 from 13,000 today. When the drop occurs I have no idea, but unless incomes again start growing at more than 5% a year and since a 5%+ growth rate is unlikely anytime soon, stocks will plunge when the Feds fix stops. Why Dow 6,000 for a bottom estimate? Historically stock prices sold at a 10 PE when income growth was 3% or less and with the Dow at 13,000 the PE is 23 today using Robert Shillers 10 year earnings PE… Read More

Charles BidermanCharles Biderman is the Chairman of TrimTabs Investment Research and Portfolio Manager of the TrimTabs Float Shrink ETF (TTFS)

Biderman’s Practices of Success

I recently launched a new online course, Biderman's Practices of Success, on Curious.com (curious.com/charlesbiderman). The key to the practice of success is to be fully present in the moment and to be totally engaged in the important areas of life, particularly when we do not want to be. Read More.

Mr. Charles Biderman is an associated person of Trim Tabs Asset Management, LLC, an SEC-registered investment adviser. All opinions expressed by Mr. Biderman on this website are solely those of Mr. Biderman and do not reflect the opinions of Trim Tabs Asset Management, LLC, Trim Tabs Investment Research, Inc., their affiliates (collectively, “Trim Tabs”), or any other associated persons of Trim Tabs. No part of Mr. Biderman’s compensation from Trim Tabs is related to opinions which he expresses on this website, elsewhere on the internet, or in any other medium.

You should not treat any opinion expressed by Mr. Biderman as a recommendation to make an investment in any company discussed or cited in any of his postings. Mr. Biderman’s opinions are based upon information he considers credible, but which does not constitute research by Trim Tabs. Neither Mr. Biderman nor Trim Tabs warrants the completeness or accuracy of the information upon which Mr. Biderman’s opinions are based.

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