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TDI Episode 88: The Shocking Employment Numbers

December 22, 2008 12:01 am

Guest: Charles Biderman – TrimTabs, Founder and CEO. We discuss the flow of funds in and out of the market as well as the shocking employments numbers that we may see in December. Trim Tabs uses a much different calculation for employment as compared to BLS and what they found isn’t pretty. Then, Kevin Hoffmann brings us a working definition of the Baltic Dry Index and how to profit from it.

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Charles Biderman is the Founder and Chief Executive Officer of TrimTabs Investment Research. After earning his MBA from Harvard Business School, he began his career as Alan Abelson’s assistant at Barron’s from 1971 to 1973. There he predicted the collapse of real estate investment trusts (REITs). After Barron’s, he worked in the Wall Street short selling community and recommended shorting REITs on their way to perdition.

Mr. Biderman is interviewed regularly on CNBC and Bloomberg and is quoted frequently in the financial media, including Barron’s, the Wall Street Journal, Forbes, and Investor’s Business Daily. He is the author of TrimTabs Investing: Using Liquidity Theory to Beat the Stock Market (John Wiley & Sons, 2005). He holds a BA from Brooklyn College and an MBA from Harvard Business School.

VISIT TRIMTABS

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Stocks Discussed in this episode: DryShips (DRYS) , Excel Maritime (EXM), General Motors (GM), Goldman Sachs (GS), Morgan Stanly (MS), Capital One (COF)

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CLICK HERE for the Baltic Dry Index Chart

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Written by Andrew Horowitz · Category(s) PODCASTS    |  Tags: • •   

4 Responses to “TDI Episode 88: The Shocking Employment Numbers”

  1. Erik Blazynski on December 23rd, 2008 11:23 am

    Do you have a link to the 11% drop in payroll tax revenue?

  2. Andrew Horowitz on December 23rd, 2008 6:04 pm

    erik:

    See http://www.trimtabs.com

    A

  3. Tides Rising under the Baltic Dry Index ($BDI) | The Disciplined Investor on February 3rd, 2009 5:11 pm

    [...] are covering this during TDI Podcast 88. I thought we would provide an advanced look into why we were buying Excel Maritime (EXM). The [...]

  4. Trader Jobs on January 11th, 2010 10:47 am

    Hmmmm….Biderman talks wise, but I don't really agree with all points of his speech.

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