Expect Weak Jobs & Housing to End Taper Talk


I expect the Bureau of Labor Statistics on September 6 will claim that much less than 100,000 new jobs were created in August; maybe as few as 25,000. And if the Fed is telling the truth that whether or not to taper is dependent on economic data, then a weak job market on top of slowing real estate says to me there will be no tapering anytime soon. Read More

Stock Prices Already Vulnerable Even Before Taper Time Starts


Most who follow markets now knows that the US Federal Reserve wants to “Taper” the amount of new money printed daily. But nobody seems to know when. And the real question is: what does that mean to the markets if the Fed does or doesn’t taper? Read More

To Create Jobs, Cut Employer Costs, Instead of Adding New Government Programs


The most dangerous people are those with power who are not as smart as they think they are. Particularly dangerous are those who think they have the answer to our problems, but unfortunately are not smart enough to realize that they have no clue. Read More

Mass Psychosis is Why Fed Has Been Able to Create Biggest Bubble of All Time


The stock market continues to move upward. The market value of all US stocks is $22 trillion, a whopping $13 trillion increase from the March 2009 low and roughly equal to the all-time peak reached in October 2007. The more the stock market has gone up the more investors, economists and financial commentators, all firmly believe that the U.S. economy is on the verge of rapid growth. Read More

To Win At Investing: Find an Edge


I have been playing the financial markets for over 40 years. Successful investors all share a common trait: They each have found an edge that enables them to outperform. Historically, before the internet, there were mainly two “edges” available to investors. The first is to know more about a company, industry or product than what the market knows. The second is to be the first to get the news, also known as trading on insider information. Read More

Biderman on Bloomberg Radio Tracking US Equities


TrimTabs’ Charles Biderman was on Bloomberg Radio this week discussing tracking US Equities and his overall outlook of the Economy. Click Here to listen to his interview.

TTFS Manager Commentary July 2013


Since Federal Reserve Chairman Ben Bernanke suggested on May 22, 2013 that the Federal Reserve (the Fed) could begin tapering its bond purchases, the stock market has stumbled, and bond yields have spiked. According to J.P. Morgan and Deutsche Bank estimates, the central banks of G7 nations have pumped $10 trillion of liquidity into the financial system since 2008. Years of cheap money have made global investors addicted to it. While most investors agree that quantitative easing (QE) must stop in some point, opinions are divided on whether a smooth exit is possible. Read More

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Stocks Near All Time Highs, Yet U.S. Economy Nowhere Near Sustainable Growth


Stock prices are near record highs despite the fact that the U.S. economy is barely growing. So it is highly unlikely stock prices will keep going up without the tail wind of massive money printing. Which means this stock market bubble will pop when the Fed announces that it will start slowing the new money game. Read More

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