Posts Tagged ‘ Europe ’

Wages and salaries will be down in first quarter


Now that we know that income and employment taxes for all workers are going to rise by about $150 billion or so this year, I am fairly confident that wages and salaries are likely to decline in the first quarter of 2013. Read More

Japan Will Lead the Coming Government Bond Ponzi Scheme Collapse


Yesterday Zero Hedge had a link to Kyle Bass’ one hour brilliant dissection of the present disastrous condition of the global financial world that he says within two years will result in a fiscal collapse led by Japan and followed by Europe, including Germany, China and of course the US. Read More

No Growth Means Market Crash, Regardless of Fiscal Cliff Deal


There is no way sustainable economic growth is at all possible in the United States, Europe and Japan over the near term under current government policies of providing citizens with all sorts of economically unfeasible cradle-to-grave entitlement programs. And without sustainable growth there is no way stock prices will remain as high as they are for very much longer. Read More

TrimTabs and BarclayHedge Report Hedge Funds Gain $3.4 billion in September 2012


Hedge Fund Industry’s September Performance Lags S&P 500; Assets Down 25.8% Since Peak

European Funds Gain Most Assets in September; All 8 Global Regions Post Gains

New York, NY — November 13, 2012 — BarclayHedge and TrimTabs Investment Research reported today that the hedge fund industry took in $3.4 billion (0.2% of assets) in September, building on a $7.7 billion inflow in August.  Based on data from 3,004 funds, the TrimTabs/BarclayHedge Hedge Fund Flow Report estimated that industry assets stood at $1.8 trillion in September, down 25.8% from the June 2008 peak of $2.4 trillion. Read More

Posted by  
1 Comment

Biderman’s Daily Edge: US, Japan & Euroland Goverments Incapable of Solving Self-Imposed Problems


The biggest problem the developed world is facing is that the governments and banking institutions that got us into the present mess are not capable of solving the problems they themselves created. Not even with new leadership. Read More

Biderman’s Daily Edge 8/20/2012: Corporate Earnings & Revenues Destined to Disappoint in Q3 & Q4


Many bullish Wall Street analysts seem to be expecting decent second half earnings and revenue growth for the stock market as whole and that is their justification for current stock prices. I say there is no way earnings per share and revenues will grow in aggregate over the second half of this year. I do not include financial stocks in this accounting. That’s because big bank stocks’ earnings per share are based upon the same myth that the current stock market valuation is based upon, and that is the Bernanke Put. The Bernanke put says the Fed will print enough money to buy existing loans, and then everyone lives happily ever after. Read More

Biderman on Fox Business: “The Market is going up on promises, not action”


TrimTabs’ President & CEO Charles Biderman made an appearance on Fox Business’ “After the Bell” Tuesday on a segment a asking whether or not investors can still gain from the current market.

Posted by  

Biderman on USA Watchdog: “If Europe, the U.S and Japan are all printing money to pay bills, what else is there besides gold?”


From Greg Hunter of

Charles Biderman, CEO of Trim Tabs Investment Research, says, “If Europe, the U.S and Japan are all printing money to pay bills, what else is there besides gold?”  Everone should be holding physical gold in their portfolio.  Biderman thinks Europe is a mess, and tax revenue is “nowhere near enough to pay government expenses.” So, he thinks, “Europe has to implode!”  The U.S. will follow Europe.   Will the banking system survive?  Biderman says, “Probably the bug guys won’t, but so what!”  In America,Biderman says, “The U.S. government is printing $100 billion a month, and it’s not generating growth.” He expects “stocks to go down by 50%.”  Join Greg Hunter as he, once again, goes One-on-One with Charles Biderman.

Read More

Biderman’s Daily Edge 8/6/2012: Hope Springs Eternal & Boosts Global Stocks


Spain’s Prime Minister Mariano Rajoy said he is willing to consider asking for a bailout and the markets respond by buying two year Spanish debt and European stocks. Reality is that Rajoy’s statement means nothing because Spain is already de facto bankrupt. Bankrupt means that that Spanish banks, provinces and the government not repay debts. Tax collections are lower than government spending. Rajoy knows help really means that Germany would control Spain’s purse strings. Is that likely to happen? Spain will leave the Euro before that happens. More over if Spain accepts German help, would that happen anytime soon? No way that happens in less than a year. By which time Spain’s economy is in the same condition as the Midwest cornfields. Read More

Biderman’s Daily Edge 8/2/2012: There is No Solution For Satus Quo


Thursday, we will learn what exactly Mario Draghi meant last Wednesday when he said that he would do whatever it takes within the European Central Bank mandate, to save the Euro. Remember, before Draghi spoke the big European stock ETF, ticker symbold EFA, had just dropped 6% in five trading days. Lo and behold a week after Draghi spoke EFA made back it’s 6% loss. Nice rebound. 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 ( 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.