Investment Strategy


  • Value Plays for Buffett's Birthday     Tuesday, 30 Aug 2011 | 11:50 AM ET

    Two investors share their plays, with Greg Estes, Intrepid Capital Funds and Thomas Russo, Partner, Gardner, Russo & Gardner.

  • Where the Markets Are Headed     Tuesday, 30 Aug 2011 | 11:30 AM ET

    A check on the European markets and how traders are playing today's session, with Arthur Cashin, UBS Financial Services; Cort Gwon, HudsonView Capital Management, and the CNBC News Team.

  • What's Next for Consumers?     Tuesday, 30 Aug 2011 | 11:14 AM ET

    Insight on whether Fed policy is helping or hurting the economy and if consumer confidence is driving the economy or vice versa, with John Lonski, Moody's Capital Markets Research Group and CNBC's Steve Liesman.

  • Can the Rally Continue?     Tuesday, 30 Aug 2011 | 11:00 AM ET

    Are the bulls running out of steam? Discussing whether there is more room to run in this volatility, with Keith Springer, Springer Financial Advisors; Jim LaCamp, Macro Portfolio Advisors, and the CNBC news team.

  • Pulte Homes Upgraded to Buy     Tuesday, 30 Aug 2011 | 10:53 AM ET

    Pulte Homes is trading sharply higher on an upgrade at Ticonderoga. Insight on why the stock has been upgraded, with Steve East, Ticonderoga analyst.

  • How to Trade a Safe Haven Currency That Isn't Tuesday, 30 Aug 2011 | 10:36 AM ET

    The real safe haven currency is about to stand up, this strategist says.

  • Trading The Globe: Emerging Markets     Tuesday, 30 Aug 2011 | 10:24 AM ET

    Is now the time to look for exposure to the developing world? Insight on whether investors should bet on emerging markets, with Tim Seymour, EmergingMoney.com.

  • Watching Warren     Tuesday, 30 Aug 2011 | 10:15 AM ET

    A long-term Berkshire Hathaway shareholder sheds light on the billionaire investor's latest investments, with Robert Miles, "The Warren Buffett CEO" author.

  • Time to Bet on a Bottom?     Tuesday, 30 Aug 2011 | 10:08 AM ET

    The markets have lost a lot of ground recently but seems to be climbing back up. Is now the time to bet on a bottom? Insight with Steve Grasso, Stuart Frankel.

  • The Early Trading Buzz     Tuesday, 30 Aug 2011 | 9:33 AM ET

    A check on what traders are watching, with Tres Knippa, Lotusbrokerage.com owner.

  • Gold's Up — A Good Day for a Gold Series! Tuesday, 30 Aug 2011 | 9:23 AM ET

    A good day for a gold series! Gold rose again this morning, partly on our CNBC interview with Charles Evans, president of the Chicago Federal Reserve.

  • Trader Talk     Tuesday, 30 Aug 2011 | 9:20 AM ET

    Insight on what traders are watching, with Gordon Charlop, Rosenblatt Securities managing director.

  • Futures Remain Lower After Case-Shiller Tuesday, 30 Aug 2011 | 9:11 AM ET

    Futures were lower Tuesday even after a report that said home prices gained for the third straight month in June. Investors also waited for a key consumer confidence report later today to provide a greater indication of the state of the U.S. economy.

  • nuclear power station

    Not since the grim period after World War II has Germany had significant blackouts, but it is now bracing for that possibility after shutting down half its nuclear reactors practically overnight. The New York Times reports.

  • Fidelity, BlackRock Make Broker's 'Dog Fund' List Tuesday, 30 Aug 2011 | 8:17 AM ET
    Depressed Dog

    Some of the UK asset management industry's biggest names are running "dog" equity funds – serial underperformers that are not returning value to their clients, according to a new report from broker Bestinvest.

  • Global recession in 2012 is “65 to 75 percent certain" and could deteriorate into a lengthy depression, Roger Nightingale, economist and strategist at RDN Associates, told CNBC on Monday.

  • Dodging an M&A Slowdown     Tuesday, 30 Aug 2011 | 7:45 AM ET

    Should entrepreneurs and investors in the M&A market get their deals done now, before the slowdown happens? Dan Primack, Fortune.com senior editor, says that may be the case.

  • Relief for the Markets     Tuesday, 30 Aug 2011 | 7:00 AM ET

    A look at how investors have weathered the course of the markets, with Ed Keon, Quantitative Management Associates; Howard Ward, GAMCO Growth Fund, and Richard Bernstein, Richard Bernstein Advisors.

  • Gold Gilded Age?     Tuesday, 30 Aug 2011 | 6:35 AM ET

    The peak in gold is short term, says Tom O'Brien, The Gold Report editor, who weighs in on whether investors should worry about gold in the long-run.

  • "Obviously in hindsight it¿s a bit of a mistake. Treasuries makes up roughly a quarter of the US bond market so saying we¿re going to completely abandon them in a fund as large as the one Bill Gross runs is a huge bet and it¿s a huge bullish bet on the credit markets, it¿s a huge bearish bet on government bonds. Now clearly that hasn¿t come true but economic conditions have deteriorated far quicker than either we or Pimco could have anticipated. And the Federal Reserve has made this additional commitment in the last couple of weeks. It has really supported the government bond market and that¿s to detriment of many other asset classes in the fixed income universe"¿ Guy Lebas, chief fixed income strategist at Janney Montgomery Scott