Schnapp’s Macro Musings 1/5/2012: Explaining the Big Difference in Job Numbers

Jan
05

On Tuesday, January 3rd TrimTabs released its December jobs estimate which showed the U.S. economy added only 38,000 new jobs. Today, ADP released its December jobs estimate pointing to job growth of a stunning 325,000 new jobs, almost 10 times TrimTabs estimate. In addition, the consensus estimate for the BLS report this Friday is for 150,000 jobs…Read More

U.S. Economy Adds Only 38,000 Jobs in December, Reports TrimTabs Investment Research. Real Wage and Salary Growth Turns Negative, Net of Inflation, in December

Jan
05

January 3, 2012 – Sausalito, CA – The U.S. economy added only 38,000 jobs in December, down 41% from the 64,000 jobs added in November, reports TrimTabs Investment Research. “The deceleration in job growth in December is a reflection of a generally soft economy,” says Madeline Schnapp, Director of Macroeconomic Research at TrimTabs… Read More

Biderman’s Daily Edge 1/4/2012: Start of 2012 Has Been Mostly Bullish

Jan
04

The stock market is up about 5% over the last three weeks, and that ranks as one of the better Christmas rallies. One reason for the rally, a whopping $15 billion poured into the S&P 500 ETF, the SPY, the Nasdaq 100, or QQQ and the Russell 2000, or IWM… Read More

Biderman’s Daily Edge 1/3/2012: Why No President Can Change Our Economic Woes

Jan
04

The modern day version of the Roman Circus, known as the US presidential election campaign, starts today with the Iowa caucus. The design purpose of the presidential campaign is not to figure out who gets elected president. No, the design purpose of the campaign for president is to entertain the mob and keep you all pre-occupied with the hope and prayer that whomever is elected will actually be able to do something that will make a significant difference… Read More

Biderman’s Daily Edge 12/30/2011: US Stocks End Year Down 10% vs. Gold

Jan
04

New Years eve has never been one of my favorite holidays. However, New Years is a great excuse to ruminate about the year ahead. So, for next year I plan to keep on reporting in a three to four minute format almost every business day that what to me is most important. I do appreciate your supportive comments and I am glad that what we are doing here appears to be useful to you… Read More

Weekly Flow Report

Jan
04

Hedge Fund Managers are Bullish on Equities for 2012. This week’s Special Focus looks at the Survey of Hedge Fund Managers for December and their outlook for 2012… Read More

REPORT: International Liquidity Roundup 12/16/2011

Jan
04

Investment Flows: After a nasty November, signs of hope are emanating from the emerging markets, where equity mutual funds and ETFs are showing a small inflow in December. That’s a welcome uptick from last month, when foreign equity mutual funds posted their largest outflow in 18 months… Read More

International Liquidity Report: January 4, 2012

Jan
04

New equity issuance in Asia, Latin America, and Western Europe totaled $17.2 billion in December, down from $18.8 billion in November… Read More

Too Big to Fail Is Too Big to Exist – Why Should Anyone at a Company That’s Too Big to Fail Ever Earn a Bonus Higher Than the Salary of the President of the United States?

Jan
04

The Financial Stability Board (FSB) in November released a list of 29 “systemically important” financial companies that will have to raise their core tier 1 capital levels above the requirements of Basel III and submit to tighter regulatory scrutiny. Eight of these companies are headquartered in the U.S.: Bank of America, Bank of New York Mellon, Citigroup, Goldman Sachs, J.P. Morgan Chase, Morgan Stanley, State Street, and Wells Fargo… Read More

Buying by companies and insiders slowed to end the year

Jan
04

Even as Wall Street crowed about all the cash on corporate balance sheets, buying by both companies and corporate insiders slowed at the end of 2011. Meanwhile, real-time data indicates that the U.S. economy is much weaker than Wall Street believes… 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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