Investment Strategy


  • Profit from Credit Card Stocks: Barclays Exec Wednesday, 6 Jul 2011 | 1:16 PM ET

    Bruce Harting, consumer finance analyst and managing director of Barclays Capital, told CNBC Wednesday that credit card companies are on the move. He explained why he recommends the sector.

  • Midday Bond Report: No Return?     Wednesday, 6 Jul 2011 | 1:02 PM ET

    CNBC's Rick Santelli reports on the significance of today's treasury auction of four week bills at 0.0%.

  • Short Squeeze Continues? Wednesday, 6 Jul 2011 | 12:55 PM ET

    Stocks have rallied since Europe has closed...markets in the U.S. clearly want to go higher: it feels like we are in the midst of a short squeeze because there has been no pullback in the last seven sessions.

  • Pops & Drops     Wednesday, 6 Jul 2011 | 12:45 PM ET

    The Fast Money traders weigh in on unusual options activity in the financial sector, and stocks set to pop today.

  • Buy Europe Now?     Wednesday, 6 Jul 2011 | 12:25 PM ET

    Despite credit turmoil, could European stocks be attractive? Where to find investment opportunities in global markets, with David Mussafer, Advent International.

  • Tech Showdown at Sun Valley     Wednesday, 6 Jul 2011 | 12:15 PM ET

    CNBC's Kayla Tausche with the buzz from Sun Valley as tech titans and media moguls gather for a gander at prospective IPOs, and David Bank, RBC Capital Markets with perspective on what's moving the media sector.

  • Why US Stocks Are Lifting Wednesday, 6 Jul 2011 | 12:12 PM ET

    The spreads on debt in peripheral countries like Portugal, Greece, Italy and Spain has widened compared to German debt...the stock markets in those countries closed near their lows for the day, all down 2 to 3 percent.

  • Stocks Edge Up, Shaking Off Economic News Wednesday, 6 Jul 2011 | 11:46 AM ET

    Stocks edged higher in another choppy, thin-volume session Wednesday after investors largely shrugged off news that ISM non-manufacturing index slipped last month and China's latest interest rate increase.

  • Inflation Can Be Good for Stocks: Strategist Wednesday, 6 Jul 2011 | 11:32 AM ET

    Perspective is more important than prediction, according to Andrew Goldberg, market strategist with JPMorgan, who unveiled a guide to the markets, a framework for recognizing and understanding the economy as well as emerging markets.

  • Time to Get Defensive on Stocks: Advisors Wednesday, 6 Jul 2011 | 11:21 AM ET

    It's time to get defensive on stocks, Bill Spiropoulos, CoreStates Capital Advisors chief executive, told CNBC Wednesday. "You can still see upward trends but you have to take a stance and have multiple strategies in multiple markets."

  • Six in 60

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

  • Global Headwinds and Your Investments     Wednesday, 6 Jul 2011 | 11:00 AM ET

    Advice for investors to position their portfolios now, with Bill Stone, PNC Wealth Management; Jason Pride, Glenmede, and David Kotok, Cumberland Advisors.

  • Debt Deadline: August 2nd     Wednesday, 6 Jul 2011 | 10:46 AM ET

    President Obama is set to meet with leading Capitol Hill lawmakers tomorrow to tackle the nation's ballooning debt. Discussing the worst case scenario for investors, with Ajay Rajadhyaksha, Barclays; Ward McCarthy, Jefferies & Company, and CNBC's Hampton Pearson.

  • Barclays Upgrade Drives Bulls to This Ag Name Wednesday, 6 Jul 2011 | 10:44 AM ET

    Tractor Supply has benefited from the strength in agriculture, and yesterday (Tuesday) it got a helping hand from Barclays Capital.

  • Money in Motion: The Euro Trade     Wednesday, 6 Jul 2011 | 9:53 AM ET

    A look at what investors can expect from the euro ahead of tomorrow's ECB rate decision, with Rebecca Patterson, JP Morgan Asset Management.

  • Large Cap Picks     Wednesday, 6 Jul 2011 | 9:35 AM ET

    The trades to play in the large cap space, with Bill Spiropoulos, CoreStates Capital Advisors and Michael Yoshikami, YCMNET Advisors.

  • European Banks Weak Wednesday, 6 Jul 2011 | 9:23 AM ET

    Also: Portugal raised $1.2 billion in a 3-month debt auction, a day after having their debt cut by 4 notches to debt by Moody's. The bad news is they paid a steep price: 4.96 percent. The Portugese stock market is down 2.6 percent this morning.

  • JPMorgan's Guide to the Markets     Wednesday, 6 Jul 2011 | 9:14 AM ET

    The framework of what's happening with the macro picture, so investors can make micro decisions, with Andrew Goldberg, JPMorgan market strategist.

  • Futures Turn Lower After China Rate Hike Wednesday, 6 Jul 2011 | 8:24 AM ET

    Futures were lower Wednesday as traders were disappointed by China's latest attempt to slow inflation and some bad news from the jobs market.

  • Playing The Summer Market Rally     Wednesday, 6 Jul 2011 | 8:00 AM ET

    The rally last week was more robust than expected, according to Ed Keon, Quantitative Management Associates; with Brian Levitt, Oppenheimer Funds.