Investment Strategy


  • As the 10-year Treasury yield hit its the lowest level in 60 years, Robert Doll, BlackRock's chief equity strategist, said investors who are piling into Treasurys rather than investing in equities are using "ludicrously conservative assumptions."

  • Why Is Market Coming Off Lows? Tuesday, 6 Sep 2011 | 3:30 PM ET

    Amidst record-high levels of bearishness on Wall Street over the political crisis in Europe and the U.S., a funny thing is happening today.

  • Outside the New York Stock Exchange in lower Manhattan.

    Credit Suisse lowered its earnings forecast for Goldman Sachs and Morgan Stanley due to several factors that have combined to produce more than a typical summer slowdown for the major investment banks, according to a report released on Tuesday.

  • Eye on Energy  Tuesday, 6 Sep 2011 | 3:15 PM ET

    John Schiller, Energy XXI, chairman/CEO discusses the global economic outlook on crude oil prices and job creation.

  • Stocks will continue to be “very volatile and shaky,” directed by moves in the European markets, until at least Thursday when President Obama speaks on the economy and jobs, according to Art Cashin, director of floor operations at UBS Financial Services.

  • Just as talk had begun to intensify about a gold bubble building, the metal got another boost Tuesday when the Swiss National Bank announced measures to decrease the value of the franc.

  • After the Swiss Move, Your Best Currency Safe Havens Tuesday, 6 Sep 2011 | 2:15 PM ET

    With the Swiss franc tumbling after the central bank's intervention, you need a Plan B for a safe haven. Here's a ranking of your options.

  • Busch: Japanese Yen Scenarios Tuesday, 6 Sep 2011 | 1:05 PM ET

    Given the Swiss National Bank's pegging or linking their currency to the EUR at 1.2000 (+10% from spot), the market is now starting to believe there is a possibility that the Bank of Japan will do something similar with the Japanese yen.

  • Goldman Downgrades Dunkin  Tuesday, 6 Sep 2011 | 12:52 PM ET

    The Fast Money traders with the play on Goldman's downgrade of Dunkin Brands.

  • Stocks Slaughtered, Where's the Safehaven?  Tuesday, 6 Sep 2011 | 12:30 PM ET

    The Fast Money traders take a look at what's behind the market sell-off and CNBC's Steve Liesman, Steve Cortes, Patty Edwards, and Brian Kelly weigh in on where the economic safe havens are.

  • Jobs, Politics and Coffee Tuesday, 6 Sep 2011 | 12:19 PM ET
    Starbucks CEO Howard Schultz speaks at the Commonwelth Club of California on April 4, 2011 in San Francisco, California.  Schultz discussed his tenure as Starbucks CEO and promoted his new book "Onward. - How Starbucks Fought For Its Life Without Losing its Soul"

    Coffee used to be black-ish water cowboys cooked over an open fire. Now it's dressed up in more bling than a Vegas showgirl and can cost the price of a meal. This new world of coffee has made Starbucks CEO Howard Schultz a wealthy and powerful man. Tonight, he hopes to leverage that position and add a jolt of espresso to the American economy.

  • Euro Looks Endangered Tuesday, 6 Sep 2011 | 12:03 PM ET

    European stocks hit another downdraft in the past two days on the realization that the northern European electorate is balking at even the current level of bailouts, let alone discussion of a closer fiscal union.

  • How Do You Play Volatility?  Tuesday, 6 Sep 2011 | 11:09 AM ET

    Jamie Cox, Harris Financial Group, managing partner, and Scott Richter, Fifth Third Asset Management, portfolio manager share insight into the height of Wall Street's "fear index," and how a European debt concern is fueling global sell offs.

  • Futures Sharply Lower Amid Growth Fears Tuesday, 6 Sep 2011 | 8:54 AM ET

    Futures tumbled sharply Tuesday following the Labor Day weekend amid fears over global growth, despite a gain in European equities.

  • Will German Court Decision Derail the Euro? Tuesday, 6 Sep 2011 | 8:52 AM ET
    Reichstag Parliment building, Berlin, Germany

    On Wednesday, investors will wait with bated breath for news from Germany again, where the Federal Constitutional Court has the power to make or break the fate of the euro zone.

  • An Early Fall for Wall Street  Tuesday, 6 Sep 2011 | 7:22 AM ET

    People are scared to face the long-term prospect that equities might win, according to Robert Doll, BlackRock chief equity strategist, who also weighs in on Treasurys.

  • Trading the Week Ahead  Tuesday, 6 Sep 2011 | 6:31 AM ET

    The markets are discounting a recession that isn't there, according to Ron Sloan, Invesco Core Investment Management senior portfolio manager.

  • Gold May Top $6,000, Silver $600: Asset Manager Monday, 5 Sep 2011 | 7:24 AM ET

    Gold prices may reach $6,200 per ounce in a bull run which will “end all major bull markets,” Urs Gmuer, asset manager at Dolefin, a Swiss investment advice firm, told CNBC.

  • China's Biggest Jeweler’s IPO Plans Create Buzz Sunday, 4 Sep 2011 | 8:29 PM ET
    Models stand next to cabinets displaying limited edition watches at the opening of a Chow Tai Fook store in Hong Kong.

    China's biggest jewelry chain plans to list soon on the Hong Kong stock exchange, leading analysts and investors to speculate over what kind of valuations it would bring and whether it would be oversubscribed.

  • How to Trade on the Upcoming ECB Meeting Friday, 2 Sep 2011 | 9:46 PM ET

    This week's European Central Bank meeting will show whether the ECB can save the global economy. Here's how to get ready.