Investment Strategy


  • It's 'Only Just Begun,' S&P Fair Value 800-900: Analyst Tuesday, 23 Aug 2011 | 10:38 AM ET

    Markets are just beginning to price in the "new normal" of weak growth and a lack of credible policy responses, according longtime bear Bob Janjuah, co-head of cross-asset allocation strategy at Nomura.

  • Bank of America's Next Move     Tuesday, 23 Aug 2011 | 10:04 AM ET

    Since CEO Brian Moynihan took the title as CEO at the start of 2010, the stock is down more than 50 percent. Insight with Jonathan Finger, BofA shareholder.

  • Stocks to Watch: Juniper, Suntech, Coach and More... Tuesday, 23 Aug 2011 | 9:54 AM ET

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

  • Faber Report - Omnicare Proposal     Tuesday, 23 Aug 2011 | 9:46 AM ET

    CNBC's David Faber has the story on Omnicare's proposal for Pharmerica for $15 per share in cash.

  • Herb on the Street: Universal Display     Tuesday, 23 Aug 2011 | 9:39 AM ET

    CNBC's Herb Greenberg takes a look at a stock that is up more than 20 percent today.

  • Early Trading Buzz     Tuesday, 23 Aug 2011 | 9:38 AM ET

    A check on the markets, with Tres Knippa, Lotusbrokerage.com owner.

  • Santelli's Morning Bond Report     Tuesday, 23 Aug 2011 | 9:38 AM ET

    CNBC's Rick Santelli has the update on bond yields.

  • NYSE Morning Preview     Tuesday, 23 Aug 2011 | 9:33 AM ET

    CNBC's Bob Pisani reports on the trading day from the NYSE.

  • Global Data Still Weak Tuesday, 23 Aug 2011 | 9:28 AM ET

    The trucks are gone out front of the New York Stock Exchange. Two weeks ago, Broadway was a sea of TV trucks...Friday, there is a lone truck on a side street. What happened? Has the media lost interest?

  • Trader Talk: What to Expect     Tuesday, 23 Aug 2011 | 9:21 AM ET

    A check on the market buzz from the floor ahead of the bell, with Michael Shea, Direct Access Partners managing partner.

  • Futures Gain, Helped by Global Markets Tuesday, 23 Aug 2011 | 9:09 AM ET

    Futures were higher Tuesday, boosted by better-than-expected manufacturing data in Germany and China, and ahead of a handful of reprots in the U.S.

  • How to Make Money in Volatility     Tuesday, 23 Aug 2011 | 8:14 AM ET

    A look at where money can be invested for returns, even in an economic slowdown, with Rebecca Patterson, JPMorgan Asset Management, and David Bianco, Bank of America Merrill Lynch.

  • Global Gloom, Boom & Doom     Tuesday, 23 Aug 2011 | 8:04 AM ET

    People should buy gold today because there is a huge run in precious metals recently and I think they need to consolidate and shake out the weak holders, Marc Faber, Gloom, Boom, and Doom Report, who adds that everyone should hold some gold because it is a form of cash. He also weighs in on emerging economies, saying the individual household is not highly leveraged as most in the western world are.

  • Economy: Prognosis Negative?     Tuesday, 23 Aug 2011 | 7:40 AM ET

    The Treasury market is giving you a recessionary signal, says David Rosenberg, Gluskin Sheff & Associates, who adds that a decline in the GDP will not be that catastrophic but it could last a long time; with Doug Dachille, First Principles Capital Management.

  • What's On: Blankfein, Finger, Heinz and Homebuilders Tuesday, 23 Aug 2011 | 7:32 AM ET

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

  • Greek Crisis Now Worse, Not Better: Analyst Tuesday, 23 Aug 2011 | 6:09 AM ET
    Demonstrators shout slogans against government's recent austerity economy measures during a protest in Athens.

    On July 21, EU leaders agreed to a second bailout for Greece, one that was supposed to draw a line under the euro zone debt crisis and give the new government in Athens a chance come to grips with the huge debts it inherited when it was elected. One month later, and the situation appears to be getting worse rather than better, according to Simon Derrick, the head of currency research at Bank of New York Mellon.

  • US Downgrade: Is S&P to Blame — or Congress? Tuesday, 23 Aug 2011 | 5:53 AM ET
    Deven Sharma, president of Standard & Poor's, testifies before a subcommittee of the House Financial Services Committee in Washington, D.C., U.S., in July 2011.

    The fact that Deven Shama, the president of Standard & Poor’s, has stood down from his job just a couple of days after the agency downgraded the United States' credit rating has raised questions over whether he is being made into a scapegoat to deflect political pressure on the credit ratings agency.

  • Rally Fizzle-Out Bodes Badly for Markets     Tuesday, 23 Aug 2011 | 5:30 AM ET

    "I think longer-term we're still in a stable range, or even a decline on economic trends, with potentially slowing economic growth in the United States, a lack of direction in fiscal policy, and the issues in Europe that are still unresolved," Michael Cuggino, president of Permanent Portfolio Funds, told CNBC.

  • QE3 is No Panacea     Tuesday, 23 Aug 2011 | 5:00 AM ET

    "You would think by now people would realise there is no quick fix to get us out of this crisis. It is going to be a long-haul, and what we really need to get is some reforms to the economy. Confidence comes from seeing government policy be what you want it to be," Matthew Bishop, U.S. business editor at The Economist, told CNBC.

  • "I think the German PMI announcement will have an impact on spread widening, because investors will see it as an indication that the world is slowing, Germany is slowing, and in general, risk is increasing," Adrian Schmidt, FX strategist at Lloyds Bank Corporate Markets, told CNBC.