TrimTabs: Talking Macro with Madeline Schnapp

May
18

TrimTabs President & CEO Charles Biderman asked Director of Macroeconomic Research Madeline Schnapp some important questions about the economy going forward. Here’s a transcription of the interview: Read More

Biderman’s Daily Edge 5/16/2012: Why Stocks Could Rally but Only for Short Term

May
16

In last Mondays video I said stocks and bonds could rally starting Friday after the Facebook deal prices Thursday night. While I expect Gold to keep rallying, US stocks are unlikely to. Why? My good friend, the late Ed Hart used to say “stocks will trade their way to perdition.” Ed Hart was the best thing on the old Financial News Network before it was assimilated by CNBC. Stocks trading their way to perdition means to me that regardless of long term reality, over the short term stocks can go counter trend, but only for a while. Read More

Biderman’s Daily Edge 5/14/2012: Stocks & Gold Should Rally Post Facebook IPO

May
14


A major stock market event will occur later this week when Facebook goes public. Stocks and gold likely will keep selling off until the Facebook offering hits the market. And everything else being equal, I then expect a sharp rebound in stocks and gold after the offering.

I personally will be buying Facebook and gold on the IPO day.

The Biderman Market Theory says all there is in the stock market are shares of stock. Not very complicated. 80 percent of all shares are held by mutual funds, Exchange Traded Funds, hedge and pension funds and family offices. Money flows in and out of those institutions. Read More

A Two-part Conversation with Jim Bianco

May
14

Warning: A Midsummer Market Nightmare

May
14

By Dan Dorfman

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

In the late 1500s, William Shakespeare brought us A Midsummer Night’s Dream. Now, more than 415 years later, Michael Larson, editor of the Florida-based Safe Money Report, one of the country’s more prominent bearish investment newsletters, offers us his own Wall Street version of that play. Call it, say, a midsummer market nightmare, or a resumption of last summer’s debacle, notably in July and August, when the Dow dived about 2,000 points on fears of a contagion of the European debt crisis and the June end of QE-2.

Alas, Larson sees another bummer of a summer, with the Dow tumbling over next the several months to the 12,000-12,200 range, largely triggered by a swelling global economic slowdown. Read More

Posted by  
0 Comments

Biderman’s Daily Edge 5/9/2012: Austerity is Bad

May
09

Austerity is becoming a dirty word. Nobody wants austerity. Wikipedia says austerity is a policy of deficit-cutting, lower spending, and a reduction in the amount of benefits and public services provided. Really, I am shocked to learn that Europeans who have been getting something for nothing want to keep getting that something; particularly since Europes future under the combination of austerity and no growth policies is very, very bleak and dark. Read More

Skullduggery Suspected in Euronext-NYSE shares

May
09

By Dan Dorfman

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

Hey, is there skullduggery afoot at the New York Stock Exchange, particularly in the trading of the shares of its parent, Euronext-NYSE, Inc (NYX)?

Signs sure suggest so, as evidenced, I’ve learned, by a second investigation that has been launched into such trading, this one by the Securities and Exchange Commission. It is one of a number of SEC investigations that I recently became aware of, thanks to a regulatory source. Read More

Posted by  
0 Comments

TrimTabs and BarclayHedge Report Hedge Funds Take in $2.3 Billion in March

May
09

In 2012’s First Quarter, Hedge Funds Had $3.2 Billion in Outflows and Underperformed the S&P 500

Nearly Half of Hedge Fund Managers Expect S&P 500 in 2012 to Retreat Below 2011 Year-End Level

New York, NY—May 8, 2012—BarclayHedge and TrimTabs Investment Research reported today that the hedge fund industry added $2.3 billion (0.1% of assets) in March, down from a $6.8 billion inflow in February and only the fourth monthly inflow since July 2011. Based on data from 3,034 funds, the March TrimTabs/BarclayHedge Hedge Fund Flow Report estimated that industry assets stood at $1.8 trillion in March, up 2.2% from $1.7 trillion in February.

Read More

Posted by  
0 Comments
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.

Archives