Investment Strategy


  • Dollar's Strength Hits Commodities  Thursday, 12 May 2011 | 5:13 PM ET

    Dennis Gartman, The Gartman Letter, explains how a strengthening dollar is taking a toll on commodities. He also weighs in on whether Greece will leave the Euro Zone.

  • Nordstrom Was Not as Bad as it Looked Thursday, 12 May 2011 | 5:06 PM ET

    Traders tell me that the Haute Look acquisition accounted for $0.20 lower, but since they only lowered by $0.15 if you ex-out Haute Look, they raised guidance by $0.05. Got that?

  • Stocks Hit by Commodity Selloff  Thursday, 12 May 2011 | 5:00 PM ET

    The Fast Money crew discuss whether speculators are getting washed out or the globe is slowing. Mark Fisher, MBF Asset Management, weighs in. "Ethanol is the most interesting commodity," he says.

  • Stocks Close Higher Amid Gains in Oil Prices Thursday, 12 May 2011 | 4:49 PM ET

    Stocks closed modestly higher on Wednesday, cutting in half the losses sustained Wednesday when a commodity rout roiled global markets.

  • Stocks Gain Before Close; Retail Rises Thursday, 12 May 2011 | 3:52 PM ET

    Stocks traded modestly higher in the final hour of trading on Thursday as a commodity rout that roiled global markets on Wednesday reversed.

  • Markets Are Doing Fine Thursday, 12 May 2011 | 3:34 PM ET

    You can say today is "risk off" or "risk on" but the simple fact is the stock market is still being driven by risk on/risk off in general.

  • Risk-Off is On to Stay, Options Say Thursday, 12 May 2011 | 3:14 PM ET

    With the Federal Reserve soon to pull the plug on QE2, and data showing no fundamental reason for energy prices to maintain recent heights, the market has begun turning its back on risk trades and sent share, and barrel, prices lower over the past week.

  • Why Shorts Think Northern Oil Can Go Lower Thursday, 12 May 2011 | 2:46 PM ET

    Northern Oil and Gas had been a hot play on the Bakken shale, but its stock has plummeted nearly 40 percent over the past six weeks in the wake after a number of controversial reports. Even with Northern Oil's stock stumble, shorts (and there are a lot of them, with nearly half its outstanding shares sold short) think it can go lower.

  • Long-Term Rate of Return on Commodities—'Zero': Pro Thursday, 12 May 2011 | 1:25 PM ET

    The long-term expected rate of return on commodities is ‘zero,’ according to Mark Matson of Matson Money.

  • Cooperman's Value Picks  Thursday, 12 May 2011 | 12:36 PM ET

    Discussing investment strategies with Leon Cooperman, Omega Advisors chairman/CEO.

  • Word On the Street Now  Thursday, 12 May 2011 | 12:32 PM ET

    Safety plays in a volatile market, with Gina Sanchez, Roubini Global Economics, and the Fast Money traders weigh in on which trades you should put down today.

  • Hedge Fund Spat  Thursday, 12 May 2011 | 12:21 PM ET

    Discussing the snapping up of Lehman Brother's distressed debt, with Kyle Bass, Hayman Capital Partners.

  • 6 Value Picks for Investors: Strategists Thursday, 12 May 2011 | 12:19 PM ET

    There are several firms that offer value to investors' portfolios, said Sandy Lincoln, chief investment strategist at M&I Investment Management, and Mark Travis, CEO of Intrepid Capital Funds.

  • Heard on the Strip  Thursday, 12 May 2011 | 12:12 PM ET

    Weighing in on commodities, sovereign debt and Greece & Japan, with Kyle Bass, Hayman Capital Management. Also, CNBC's Kate Kelly has the latest details from London hedge fund, Brevan Howard.

  • Banking Analyst Dick Bove Downgrades Goldman to 'Sell' Thursday, 12 May 2011 | 11:21 AM ET
    The Goldman Sachs booth on the floor of the New York Stock Exchange

    The Commodity Futures Trading Commission’s decision to request a fraud complaint against Goldman Sachs, combined with Wednesday's conviction of former billionaire hedge fund trader Raj Rajaratnam on insider trading, prompted noted banking analyst Richard Bove at Rochdale Securities to cut his rating on the investment firm to “sell” from “neutral.”

  • Stocks to Watch: TJX, Transocean and More... Thursday, 12 May 2011 | 10:48 AM ET
    Six in 60

    Here's why you should keep a close eye on these six stocks.

  • Commodities, Global Stocks Lower Again Thursday, 12 May 2011 | 9:42 AM ET

    China reported on Wednesday that industrial output increased 13.4 percent in April year-over-year, still respectable, but lower than last month. Also: Is a market top in crude a leading indicator for a top in stocks?

  • Futures Slump After Economic News Thursday, 12 May 2011 | 9:20 AM ET

    Stock index futures fell after the release of a slew of economic data showing jobless claims remain high—despite a drop in the last week—inflation pressures are on the rise, and retail sales are slowing.

  • What's On: Big Oil, Kohl's and Symantec's CEO Thursday, 12 May 2011 | 7:50 AM ET

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

  • Volatility to Continue: Investment Banker Thursday, 12 May 2011 | 6:49 AM ET

    Volatility is here to stay, the boss of French investment bank Natixis has told CNBC in an exclusive interview on Thursday.