Sell in May? — Maybe, But Maybe Not

Apr
26

By Dan Dorfman

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

Ugh! With all the market risks and uncertainties out there, yet another new danger is lurking that’s particularly topical at this juncture. That’s the potential selling pressure associated with that old Wall Street adage, “Sell in May and go away.”

In other words, so goes the theory, you sell your equity holdings early next month to avoid the market’s sloppy, lackluster period (say from early May through the end of October) and then you jump back into stocks in early November to capitalize on the timing of their more robust stretch (from roughly early November through the end of April). Read More

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TrimTabs: A Conversation with Chris Martenson

Apr
26

Charles Biderman was joined by Chris Martenson of ChrisMartenson.com in Sausalito to discuss his products and viewpoints on our economic futures.

 

Investment Advisor Magazine’s Extended Profile on Charles Biderman

Apr
26

By Danielle Andrus of AdvisorOne:

“Charles Biderman, president and CEO of investment research firm TrimTabs, started his career as a stock margin clerk at Francis I. Dupont And Co.

“It was the only job I could get with a BA from Brooklyn College,” he says. “The only way to get into the front office was to get an MBA,” so, naturally, he went to Harvard Business School.

Following his graduation from Harvard Business School, he started working with short sellers and shorting the real estate market in the mid ‘70s. In 1975, he bought 1,000 apartment units, two office buildings and six shopping centers from bankrupt REITs. Unfortunately, in 1987, he got caught in another real estate crash and started TrimTabs in 1990, recommending investors short banks that were stuck with a lot of bad real estate.” Read More

Biderman’s Daily Edge 4/24/2012: Why I am betting against Europe with the EUO & EFZ ETFs

Apr
24

Europe is in big trouble, and the trouble is getting worse, much worse listening to all the news lately. Why it is getting worse is that it is now apparent that neither the left nor the right has a workable solution to the two major Europeans issues, overspending and declining economic activity. By the left, I mean the existing political structure of government dominated economies. By the right, I mean a German style austerity program…Read More

Biderman Named One of Investment Advisor Magazine’s Top-25 Influential People

Apr
24

This week, TrimTabs President & CEO Charles Biderman was named to Investment Advisor magazine’s list of top 25 most influential people in 2012. Here’s an excerpt from the story:

Charles Biderman, president and CEO of investment research firm TrimTabs, started his firm to provide real-time data on the supply and demand of stocks and money available for investment. “Since 80% of stock is owned by institutions, we track money flows in and out of institutions,” he says.
One of advisors’ biggest challenges over the next 12 to 18 months, he says, is one of odds. “In a world where mathematics say that individuals can’t beat the market, how do you invest appropriately for your client?” Biderman asks. “How do you create portfolios for the prospect of inflation and deflation occurring at the same time?”

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TrimTabs: Talking Gold with Eric Sprott

Apr
19

Everything Is Not Coming Up Roses

Apr
19

By Dan Dorfman

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

“Illusion is a dangerous thing,” wrote Ralph Waldo Emerson.

The nation’s ebullient stock players might well want to give that quote some meaningful thought since they unknowingly could be afflicted with an equally dangerous dose of economic illusion, some economy watchers suggest.

That’s a reference to the Street’s swelling belief that U.S. economy is all but officially out of the woods, that its increasing vigor is a harbinger of rosier economic times ahead, likely accompanied by a final bottoming of the beaten-up job and housing markets in the not-too-distant future… Read More

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Biderman’s Daily Edge 4/17/2012: Tax-Oriented Inflows Helping Stock Prices

Apr
17

The S&P 500 popped 1.6% today. The media will come up with logical reasons as to why. But not one of them will report the real reason. The real reason is based upon supply and demand.

Today, April 17 is tax day. Over $140 billion in tax payments are being sent to the US Treasury this month and the due date is today.

The market sells of early in April in years when the market start strongly, like this year. Why? Again supply and demand…Read More

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

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