TrimTabs - Press Release - Sept 1, 2005

Katrina Economic Impact Should be Short-Lived

U.S. Wage & Salary Growth Should Surge an Additional 3% to 4% by Early November Due to Policyholders Receiving $20 to $25 Billion From Katrina Claims; Until Then Wage & Salary Growth Likely to Drop 1% to 5+% From 6+%

Santa Rosa, CA - September 1, 2005 - "As horrible as natural disasters are for the people affected, the aftermath of Hurricane Katrina should be bullish for the U.S. economy over the medium term," said Charles Biderman, CEO of TrimTabs Investment Research. Any slowdown in economic growth should last no longer than two months and perhaps no longer than six weeks. "Sensationalists are predicting that the aftermath of Hurricane Katrina will trigger a dramatic slump in U.S. economic growth. Some analysts are even worrying that the U.S. economy will fall into recession in late 2005 or early 2006. We believe these fears are overblown, absent the uncovering of an already-existing major disaster," added Biderman. "What matters as we all try to look forward are the facts, not opinions, and we report on the facts daily."

About three million people, or 1% of the population of the U.S., currently lack power. Except for New Orleans, economic activity in the impacted area of the Gulf Coast is below national average. "Thus, we would expect growth in withholdings to drop by no more than 1% year-over-year - the equivalent of stopping wages and salaries for 1% of the US population," said Madeline Schnapp, Director of Macroeconomic Research. "That means growth in withholdings should slow to approximately 5% year-over-year over the next six to eight weeks from the 6% year-over-year pace since the beginning of this year," she explained.

According to Fitch Ratings, the four hurricanes that hit the Gulf Coast from August 13, 2004 through September 24, 2004 cost the insurance industry about $20 billion in claims. During Thanksgiving week-two months after the last hurricane hit-withheld income and employment tax collections surged from 4% year-over-year to 8+% year-over-year. Due to the $20 billion to $25 billion that policyholders will receive from insurers in the aftermath of Hurricane Katrina, we estimate that growth in withholdings will jump by nearly 3% to 4% to a 9% to 10% year-over-year rate of gain by early November. 'Other than withheld' income taxes, collected from self-employed individuals, should continue rising at least 15% year-over-year. Look for ongoing commentary and analysis in TrimTabs weekly Personal Income, with more complete trend coverage of employment, wages and salaries.

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TrimTabs Investment Research is the only independent research service that publishes detailed daily coverage of U.S. stock market liquidity, including mutual funds and Exchange Traded Funds, as well as weekly withheld income and employment tax collections. Founded by Charles Biderman, TrimTabs has provided institutional investors - including hedge fund managers, market strategists, and portfolio managers - with trading strategies since 1990. TrimTabs liquidity research is unique. It is a macro timing tool to predict the direction of the stock market. For sample research, subscriptions, and to order a copy of Biderman's new book, TrimTabs Investing: Using Liquidity Theory to Beat the Stock Market, visit www.TrimTabs.com.

CONTACT:
Charles Biderman
Chief Executive Officer
+(1) 707.527.1501
FAX: 707.525.1011
Charles.Biderman@TrimTabs.com

Madeline Schnapp
Director of Macroeconomic Research
+(1) 707.829.8811
Fax: 707.829.5511
Madeline.Schnapp@TrimTabs.com


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