Investment Strategy


  • Dept. Stores Did Better than Discounters Thursday, 2 Sep 2010 | 10:18 AM ET

    August same-store sales better than expected. Maybe those tax-free sales days made a difference: 17 states had at least one tax-free weekend in August, up from 13 last year, including big states like Florida, Illinois, and Massachusetts, and it looks like they made a difference.

  • Despite Big Rally, Charts Remain Weak: Analyst Thursday, 2 Sep 2010 | 10:08 AM ET

    Following big gains for stocks on the first day of the month some are already banking on a strong end to the year for the market. But one analyst expects that one-day gains will just lead to more of the same.

  • Futures Edge Higher After Jobless Claims Thursday, 2 Sep 2010 | 9:21 AM ET

    U.S. stock index futures pointed to a marginally higher open Thursday, and showed little reaction to weekly jobless claims, which fell by 6,000 to 472,000, slightly less than expected.

  • Kaminsky's Call: Why Record-Low Volumes May Continue Thursday, 2 Sep 2010 | 8:46 AM ET

    It's a vicious cycle. Light volume equals more than apathy. It spells lack of trader confidence.

  • See what's happening, who's talking and what will be making headlines on Thursday's Squawk on the Street.

  • Is Bernanke to Blame for Financial Crisis? Thursday, 2 Sep 2010 | 7:53 AM ET
    Ben Bernanke

    Share your opinion in today's poll.

  • Is Double-Dip Noise Obscuring Global Opportunities? Thursday, 2 Sep 2010 | 6:31 AM ET

    Fears over a double-dip recession in the US and globally are dominating investor sentiment, but the strategy team at HSBC Global Asset Management said people could be missing an opportunity in emerging markets as a result.

  • Liquidity Tide to Bonds Is Drowning Stocks: Manager Thursday, 2 Sep 2010 | 5:22 AM ET

    Bonds aren't predicting deflation, instead the Fed acting as lender and buyer of last resort is forcing assets into bond funds, one portfolio manager argues.

  • Are You Making Too Much Money? Wednesday, 1 Sep 2010 | 11:09 PM ET

    Cramer explains how rallies will let you know.

  • Sell These 2 Stocks During A Rally Wednesday, 1 Sep 2010 | 11:07 PM ET

    One you might want to keep, the other you won’t. Either way, they both have to go.

  • The Importance of Raising Cash Wednesday, 1 Sep 2010 | 11:06 PM ET

    Ignore this rule at your portfolio’s peril, Cramer says.

  • During Rallies, Emphasize the Downside Wednesday, 1 Sep 2010 | 11:02 PM ET

    When most stocks are flying high, make yours prove their worth.

  • The Smart Way to Trade Rallies Wednesday, 1 Sep 2010 | 11:00 PM ET

    It isn’t all about up, up, up, Cramer says.

  • Donald L. Kohn

    The Fed's efforts to stabilize credit markets during the financial crisis didn't create a "moral hazard" where Wall Street can count on being bailed out, retiring Fed Vice Chairman Donald Kohn told CNBC.

  • Stocks Close Over 2.5% Higher; Apple Gains Wednesday, 1 Sep 2010 | 4:47 PM ET

    Stocks began September by soaring more than 2.5 percent after strong U.S. and Chinese manufacturing reports relieved some of the mounting worries over the global economy.  Bank of America and Caterpillar rose. 

  • Volume Highest in Weeks Wednesday, 1 Sep 2010 | 3:57 PM ET

    We will be closing right near our highs for the day Wednesday...there are Market on Close Buy orders right across the board.

  • It's All Up to Non-Farm Payrolls Wednesday, 1 Sep 2010 | 2:57 PM ET

    Will nonfarm payrolls finally kill the short stocks/long Treasurys arbitrage?

  • High-Quality Names Are Looking Cheap: Stock Picker Wednesday, 1 Sep 2010 | 1:48 PM ET

    Stocks surged to extend gains on Wednesday, after a U.S. manufacturing report showed surprising strength, and signs emerged of a growing global economy. Craig Hodges, co-portfolio manager at The Hodges Fund, and Kent Croft, CIO and portfolio manager at Croft Value Fund, shared their best plays.

  • Markets Can Jump 15% Next Year on Earnings: CIO Wednesday, 1 Sep 2010 | 11:22 AM ET

    Stocks soared Wednesday after signs emerged of a strengthening global economy, and investors shrugged off news of a decline in private sector jobs in the U.S. Eric Schoenstein, co-portfolio manager at Jensen Portfolio, and Charlie Smith, CIO of Fort Pitt Capital Group, discussed their insights.

  • Stocks rose sharply higher on the first day of September, after signs emerged of a strengthening global economy. Art Cashin, director of floor operations at UBS Financial Services, and Gordon Charlop, managing director at Rosenblatt Securities and CNBC market analyst, discussed their outlooks.