Investment Strategy


  • Apple: Safety Trade?     Monday, 1 Aug 2011 | 5:27 PM ET

    The Fast Money traders discuss the Apple trade. Is Apple a victim of its own success?

  • Meredith Whitney

    Meredith Whitney sees signs of a double-dip as cities and towns continue to get squeezed by cuts in federal funding.

  • Behind a Wild Trading Day Monday, 1 Aug 2011 | 5:14 PM ET

    The Dow Industrials opened up 140 points up but in less than 2 hours it was down 140 points. It's a rare day when the Dow moves 300 points in a day — even rarer when that happens in 2 hours. What's the problem?

  • Word on the Street     Monday, 1 Aug 2011 | 5:00 PM ET

    Dissecting the day's major business news, with the Fast Money traders.

  • Dow Ends Lower for 7th Session Ahead of Vote Monday, 1 Aug 2011 | 4:35 PM ET

    Stocks clawed back from session lows ahead of a crucial vote in Washington on the debt deal, but still ended lower Monday following a dismal manufacturing report in addition to renewed worries over some euro zone countries.

  • What Is Up With Interest Rates Down Under? Monday, 1 Aug 2011 | 3:49 PM ET

    A few weeks ago, investors seemed clear on the Royal Bank of Australia's intentions for its August 2 meeting. Now, it's anyone's guess where rates are headed.

  • Top 10 Picks for Value Hunters: Portfolio Manager Monday, 1 Aug 2011 | 3:12 PM ET

    Despite market shittishness over the U.S. debt deal, some value investors continue to look for attractive long-term opportunities in any exaggerated moves to the downside. Here's portfolio manager Jason Clark's Top 10 value picks.

  • Ultimately the debt ceiling debate may have done little else than give investors a respite from all the other things bedeviling the markets, worries that returned Monday with more bad news.

  • Canadian flag

    As some of the toughest new banking rules, known as Basel III,  are imposed across the globe, John Taft, CEO of  retail brokerage firm RBC Wealth Management, thinks the rest of the world is now turning "into what Canada was, going into the financial crisis."

  • Trading the Debt Deal     Monday, 1 Aug 2011 | 1:51 PM ET

    How to trade on the market's uncertainty, with Ira Epstein, The Linn Group, and Jonathan Corpina, Meridian Equity Partners.

  • Can Retail Keep Growing?     Monday, 1 Aug 2011 | 12:55 PM ET

    The Fast Money traders weigh in on AK Steel's downgrade, and Deborah Weinswig, Citigroup provides insight on the retail sector.

  • Summer Heat Raises Retailer Estimates: Citi Monday, 1 Aug 2011 | 12:43 PM ET

    Citi raised earnings estimates for a numer of retailers, as July's warm weather heats up sales, according to its same-store sales preview.

  • When Stock Picking, Cash Is King: Analysts Monday, 1 Aug 2011 | 12:27 PM ET

    Two analysts told CNBC Monday that in Wall Street's current tough environment, investors have to look to large companies for a safe haven, particularly if those companies have a lot of cash on their balance sheets.

  • Hedge Fund Dumps GS Shares     Monday, 1 Aug 2011 | 12:25 PM ET

    CNBC's Kate Kelly has the details on Lansdowne Partners dumping Goldman Sachs shares, and a look at a slowdown in Wall Street deal-making, with Donald Drapkin, Casablanca Capital founder and chairman.

  • Sirius XM Stock Could Quadruple: Hodges Monday, 1 Aug 2011 | 12:15 PM ET

    Sirius XM shares may quadruple to as much as $8 in the next three years, as the satellite-radio company adds subscribers without many new costs, says Craig Hodges of the Dallas-based Hodges Fund.

  • Regional Banks Profit on Consolidation     Monday, 1 Aug 2011 | 12:15 PM ET

    CNBC's Mary Thompson reports on the growing power of regional banks, and a look at profitable Canadian banks, with John Taft, RBC U.S. Wealth Management CEO.

  • Euro Credit Reality Check     Monday, 1 Aug 2011 | 12:00 PM ET

    Discussing the deterioration of the euro and its impact on global currency markets, with Andy Busch, BMO Capital Markets.

  • Markets Worry as the US Economy Slips Monday, 1 Aug 2011 | 11:59 AM ET

    Fear that the U.S. economy is slipping sent stocks reeling Monday, boosted Treasurys and pushed the dollar to another new low against the safe-haven Swiss franc.

  • As Congress on the verge of voting on a debt deal, the U.S. is "heading toward a prolonged period of austerity" that could affect many sectors, most notably defense and health care, Chuck Gabriel, managing director at Capital Alpha Partners, told CNBC Monday.

  • What the Debt Deal Means for the Dollar Monday, 1 Aug 2011 | 10:51 AM ET

    The debt deal's all well and good, but the dollar is still on track to weaken, this strategist says.